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
- Website
- evergreenlegacyplanning.com
- 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 | Location | Contact |
|---|---|---|---|
| Julia Cronin | Attorney & Counselor at Law - Founder | Denver, Colorado, United States |
Email
Phone
|
| Matt Mcclintock | Applying Generational Thinking | Evergreen, Colorado, United States |
Email
Phone
|
| Linda Kirkpatrick | Publisher, Justaroundhere.com | Evergreen, Colorado, United States |
Email
|
| Mark Ghatan | Director of Investigations at Polaris | United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Legal | 1 | 1 | 1 |
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