Who We Are
For decades we have created successful strategies for our clients. As recognized leaders in the industry, we regularly teach, present, and publish our insights and data in the areas of estate planning, asset protection, business planning, and international tax planning.
Matthew T. McClintock lives in Evergreen, Colorado and focuses on the areas of estate planning, long-term trust design & implementation, business startup and transition, and domestic asset protection. He is a frequent presenter and author, usually on those areas of law and their impact on individuals and families. He is a member of the Colorado Bar Association, the Wyoming Bar Association, the American Bar Association – Real Property, Trust and Estate Law Section, the Society of Trust & Estate Practitioners, and WealthCounsel.
Jonathan A. Mintz splits his time between Evergreen, Colorado and Southern California, and focuses on the areas of estate planning, long-term trust design & implementation, asset protection – both domestic and international – and strategic international tax planning. He is a frequent author and national speaker, Adjunct Faculty at the Chapman University Fowler School of Law, and immediate Past Chair of STEP-Orange County. He is a member of the California Bar Association, the Society of Trust & Estate Practitioners, WealthCounsel, and ElderCounsel.