Evergreen Legacy Planning, LLP

www.evergreenlegacyplanning.com

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.

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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.

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Country

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State

Colorado

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Employees

1-10

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Founded

2017

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Estimated Revenue

$1 to $1,000,000

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  • Associate Attorney

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  • Of Counsel

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