Evergreen Legacy Planning, LLP
Company Management

Evergreen Legacy Planning, LLP

Law Practice United States 5 employees
Employees
5
Contacts
4
Emails
4
Phones
2

Evergreen Legacy Planning, LLP Overview

Headquarters
United States
Industry
Law Practice
Employees
5
Founded
2017
Company Email
Available in AeroLeads
NAICS
Offices of Lawyers

About Evergreen Legacy Planning, LLP

Evergreen Legacy Planning, LLP, is a boutique law firm dedicated to qualitative, creative, and sophisticated tax, estate, and asset protection solutions across the U.S. and internationally. We work with families, affluent entrepreneurs, innovators, and disruptors to help them protect their assets and their privacy, maximize multi-generational family wealth, and minimize unnecessary taxes, while focusing on each client’s individual priorities and passions. What we do: 1) Creative trust design and management; 2) Planning for bitcoin and other cryptoassets, including tax-leveraged sales and design & implementation of succession frameworks; 3) Inbound U.S. tax planning for non-U.S. persons; and 4) Privacy, asset protection, and tax-sensitive planning for wealthy families. We are also available for co-counsel and collaboration with other attorneys, as well as financial advisors, wealth managers, CPAs, and other professionals. We have offices in Colorado and California, but we serve clients all across the U.S. and around the world.

Evergreen Legacy Planning, LLP Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Evergreen Legacy Planning, LLP Org Chart

Sample employees and titles
Name Title Contact
Julia Cronin Attorney & Counselor at Law - Founder
Email Phone
Matt Mcclintock Applying Generational Thinking
Email Phone
Linda Kirkpatrick Publisher, Justaroundhere.com
Email
Mark Ghatan Director of Investigations at Polaris
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Legal 1 1 1

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