MATTHEW T. McCLINTOCK, JD, TEP
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1 Partner, Evergreen Legacy Planning, LLP Castle Court, Suite 250 Evergreen, CO MacArthur Court, 11th Floor Newport Beach, CA (877) MATTHEW T. McCLINTOCK, JD, TEP BACKGROUND Admitted to Oklahoma Bar, ; Admitted to Colorado Bar 2015; United States Supreme Court, Education: University of Central Oklahoma (BA, Political Science 1994). University of Oklahoma College of Law (Juris Doctor 2000) EXPERIENCE Partner, Evergreen Legacy Planning, LLP. Regularly develops and implements integrated estate, business, and tax planning solutions to provide increased asset and inheritance protection, business survival, increased business value, and facilitated ownership transfer for individuals, families, and businesses worldwide. Frequent author and nationally-recognized speaker on all areas of estate planning and administration, wealth transfer, asset protection, and business planning. Vice President, Education, WealthCounsel, LLC. Strategic and operational oversight of legal education team providing substantive legal education to attorneys nationwide on all areas of estate planning and administration, asset protection, business planning, taxation, and related legal topics. CEO, WealthCounsel, LLC. Responsible for strategic direction and performance of all aspects of attorney member support organization supporting 2,000+ member firms (5,000+ lawyers) nationwide focusing on estate planning and administration, business planning, and related practice areas. Associate attorney to advanced estate planning, wealth transfer, and asset protection firm based in Oklahoma City, Oklahoma, assisting in all aspects of case design and implementation, and law firm market expansion.
2 Page 2 MEMBERSHIP Member, Colorado Bar Association (CBA #48332), Denver Bar Association, American Bar Association Real Property, Trust & Estate Law, and Society of Trust & Estate Practitioners, Wyoming Chapter (STEP-WY). AUTHOR OR CO-AUTHOR POTUS 45 and the First Hundred Days; The WealthCounsel Quarterly, July 2017, Vol. 11, No. 2 LISI Estate Planning Newsletter #2488 (December 13, 2016): Bailing out the Bygone Bypass: Strategies for Capital Gains Tax Savings LISI Estate Planning Newsletter #2439 (July 21, 2010): Thinking Deeper About Protectors and Their Powers LISI Estate Planning Newsletter #2427 (June 20, 2016): Nobody Pays Estate Tax Anymore But Almost Everyone Has a Death Tax Problem Thinking more Deeply on Trust Advisors and Protectors; The WealthCounsel Quarterly, January 2016, Vol. 9, No. 4 Before you Pour A Few Tax Considerations when Decanting; The WealthCounsel Quarterly, October 2015, Vol. 9, No. 3 LISI Estate Planning Newsletter #2318 (June 29, 2015): Estate Planning for Same- Sex Couples after Obergefell v. Hodges Estate planning for same-sex couples after Obergefell v. Hodges; WealthCounsel Legal Education Blog, June 26, Money Advice for Same-Sex Couples after Obergefell Decision; June 26, 2015 What do you do with an Asset Named DSUE?; The WealthCounsel Quarterly, December 2014, Vol. 8, No. 4 What to do with the Irrevocable Trust that Doesn t Fit Anymore; The WealthCounsel Quarterly, July 2014, Vol. 8, No. 3 The Most Important Parts of Estate Planning Can t Get Legislated Away; The WealthCounsel Quarterly, April 5, 2014, Vol. 8 No. 2 Trust Decanting: A Compelling (and Underused) Strategy for Creative Trust Solutions, with Steve Oshins, JD, AEP (Distinguished), and Robert S. Keebler, CPA,
3 Page 3 MST, AEP (Distinguished); The WealthCounsel Quarterly, January 2014, Vol. 8, No. 1 Avoiding High Post-ATRA Trust Tax Rates, with Randy Gardner, JD, LLM, CPA, CFP; Leslie Daff, JD, MBA; Julie Welch, MSA, CPA, CFP; The WealthCounsel Quarterly, October 2013, Vol. 7, No. 4 Post-DOMA Update: Cases and Policies Begin Emerging in the Wake of Windsor, The WealthCounsel Quarterly, October 2013, Vol. 7, No. 4 Where Might we go from Here? Post-ATRA Planning Considerations in 2013; The WealthCounsel Quarterly, July 2013, Vol. 7, No. 3 SELECTED CONTINUING EDUCATION PRESENTATIONS Fundamentals of Trust Administration, Presentation to WealthCounsel Northwest Forum (3 hours CLE, May 2017) Fundamentals of Asset Protection, Presentation to WealthCounsel Northwest Forum (3 hours CLE, May 2017) The Bespoke Trust Protector, Presentation to the Advanced Wealth Strategies Institute (110 minutes CLE, April 2017) The Bespoke Trust Protector, Presentation to the Laureate Center for Wealth Advisors (60 minutes CLE, February 2017) The Bespoke Trust Protector Tailoring Third Party Powers to a Strategy s Demands, Presentation at 6th Annual STEP-UCLA Conference on Tax & the Economy (60 minutes CLE, January 2017) U.S. Planning in 2017 & Beyond, Presentation at 6th Annual STEP-UCLA Conference on Tax & the Economy (60 minutes CLE, January 2017) Planning Implications and Opportunities After the 2016 Presidential Election (60 minutes CLE, November 2016) The Bespoke Protector: Tailoring the Role of Trust Protector, Presentation at WealthCounsel symposium (90 minutes CLE, October 2016) Foundations of Estate Planning, Presentation at WealthCounsel symposium (3 hours CLE, October 2016) Estate Planning in 2016 & Beyond, Presentation at 2016 STEP-UCLA Estate Planning Institute (60 minutes CLE, January 2016) Trust Modification Intensive, WealthCounsel Institute Online CLE (6 hours CLE, September 2015)
4 Page 4 Intermediate Estate Planning Nuts & Bolts, Presentation at WealthCounsel symposium (3 hours CLE, July 2015) Can I Just Take a Mulligan? When the Irrevocable Trust Needs a Do-Over, Presentation at WealthCounsel symposium (90 minutes CLE, July 2015) Effectively Administering the Mature Trust, Presentation for WealthCounsel Institute Online CLE (12 hours CLE, March 2015) Mastering the Basics and Moving on to the Cutting Edge, Presentation for STEP- Orange County (60 minutes CLE, January 2015) An Overview of Trust Administration. Presentation for WealthCounsel Institute Online CLE (12 hours CLE, November 2014) The Implications of Clark v. Rameker: Protecting Inherited IRAs. Presentation to the Centennial Estate Planning Council, Lakewood, Colorado (60 minutes CLE, October 2014) Retirement Planning: Understanding and Drafting Standalone Retirement Trusts. WealthCounsel Institute Online CLE (6 hours CLE, August 2014) Trust and Estate Administration Intensive WealthCounsel Institute Online CLE (12 hours CLE, October 2013; 12 hours CLE; February 2014; 12 hours CLE, May 2014) Dealing with Changed Circumstances in Irrevocable Trusts: Trust Modification, Decanting, and Trust Protectors. Presentation at 2014 WealthCounsel Symposium (90 minutes CLE), Denver, Colorado (July, 2014) Clark v. Rameker: Protecting Inherited IRAs. Presentation at 2014 WealthCounsel Symposium (90 minutes CLE) Denver, Colorado (July 2014) Portability and Marital Deduction Planning after ATRA: Playing the Game with a Joker in the Deck. Presentation at 2014 WealthCounsel Symposium (90 minutes CLE) Denver, Colorado (July, 2014) Your Irrevocable Trust can be Modified without Going to Court. Presentation for WealthCounsel Thought Leader CLE Series (60 minutes CLE; June, 2014) The American Taxpayer Relief Act of 2012: Looking Ahead, Looking Back. WealthCounsel Institute Online CLE (60 Minutes CLE; December, 2013) Asset Planning and the Role of the Domestic APT. Presentation to Nevada WealthCounsel Membership Forum (2 hours CLE, April 2012)
5 Page 5 INTERVIEWS CNBC.com: Same-sex marriage ruling levels financial playing field; by Ilana Polyak, June 26, Bankrate.com: Same-Sex Couples Can t Rely on Default Rules ; by Jennie L. Phipps, May 21, 2015 Yahoo! Finance: The most important money conversation you re not having ; by Jeanie Ahn, January 29, Denver Business Journal: Digital estate planning vital for data assets ; by Heather Draper, January 16, 2015 Market Watch: What happens when single people die? ; by Glenn Ruffenach, December 9, Wall Street Journal: Estate Planning Essentials for Single People ; by Carolyn T. Geer, December 7, ?autologin=y Reuters: More heirs wait as wills dole out money slowly ; by Chris Taylor, June 25, Wealth Management.com; Estate Planning Professionals Expect Business Growth ; by Susan R. Lipp, Nov. 20,
6 Page 6 PERSONAL Matthew enjoys spending time with his wife and two daughters, is an avid road and mountain cyclist and fitness enthusiast, and enjoys travel. He has ridden some of the most famous mountains in France, explored South Africa, Latin America, and South America, and loves exploring the mountains and deserts of the American West.
Bradley J. Frigon, JD, LLM (Tax), CELA, CAP
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