The most compelling estate planning strategies often include combinations of trusts that must be irrevocable to achieve specific objectives. Irrevocable trusts create legal “distance” between...
Changing an “Irrevocable” Trust??
Strategic Legal Planning
Wealth & Law: Wealth Planning and Cryptoassets
Matt recently spoke with Brent Nelson and Rachel Sass on the Wealth & Law podcast about how crypto changes EVERYTHING we think we know about assets, wealth, trusts, estate planning and how...
Wealth Actually: Crypto and NFT Estate Planning Update with Matthew McClintock (Part 2)
Matt recently returned to Frazer Rice's “Wealth Actually” podcast to expand on last year's discussion surrounding inter-generational wealth transfer issues for individuals with large...
Cryptoassets: Estate Planning with Cryptoassets Requires Savvy Guidance
By now, the term “cryptoasset” likely needs little introduction. But for the uninitiated, the term encompasses both crypto-currencies and non-currency blockchain tokens.
Calling All Owners of California Real Estate – Do You Have A Prop 19 Problem Looming?
Proposition 19, which is a new law in California passed by the voters November 3, 2020, significantly changes the way property taxes are calculated when there is a transfer of California real...
Knowing Your Charitable Giving Options
The charities you support greatly appreciate your cash contributions; these contributions fund their operations. However, there are other ways you can give . . . which may be advantageous to you...
No Regrets Planning after the 2020 Election
Although the outcomes of the 2020 elections are still unclear, many believe that even with a Biden presidency and a likely Republican-controlled Senate, there will be few if any changes impacting...
Taking Advantage of Historically High Federal Estate and GST Exemption Limits
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2020 has once again provided such an opportunity. How long this...
Bitcoin, Estate Planning, and Trustee Responsibility
Matt recently spoke with Frazer Rice on his “Wealth Actually” podcast. In this in-depth conversation, Matt and Frazer explore some of the inter-generational wealth transfer issues for...
Video: How Do I Explain the Clayton Election?
How do you explain the “Clayton Election” to your clients? Watch this video from Matthew McClintock of Evergreen Legacy Planning.