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Matthew Thomas McClintock

Estate planning Attorney at Evergreen, CO

5.0   3 reviews
  • State Years
    Alaska - AK 5 years
    Wyoming - WY 6 years
    Colorado - CO 8 years
    Oklahoma - OK 24 years
  • Licensed for 5 years
    State AK
    Acquired 2018
    Status
    Active No misconduct found
  • Licensed for 6 years
    State WY
    Acquired 2017
    Status
    Active No misconduct found
  • Licensed for 8 years
    State CO
    Acquired 2015
    Status
    Active No misconduct found
  • Licensed for 24 years
    State OK
    Acquired 2000
    Status
    Resigned- Voluntary No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Matthew

Learn Matthew’s areas of practice.

4
Practice areas
  1. Estate planning
    55%
    "Estate planning" is more than "wills" or "trusts." It's a comprehensive approach to protect and ultimately pass on a legacy. It includes business planning, asset protection, and all aspects of an individual's wealth. It factors in everything I do.

    24 years

  2. Trusts
    24%
    Trusts aren't a practice area; they're a form of legal strategy that I use in most estate plans. It's essential to understand that there are many different types of trusts. Knowing which to use in the right situation requires experience & creativity.

    24 years

  3. Limited liability company (LLC)
    20%
    LLCs factor prominently in a business plan and many estate plans, and not all LLCs are created equally. I use the best jurisdictions' laws in structuring LLCs so my clients have the greatest protection and flexibility possible.

    24 years

  4. Wills and living wills
    1%
    Living wills and wills are totally different. I don't do will-centered estate planning unless there's a compelling legal or tax reason. But all of my estate planning clients have living wills for end-of-life issues.

    24 years

I help people embrace, protect, and strategically share their family legacy with the people and causes that are most important to them.

Find me on LinkedIn for a more complete bio and list of recent articles and presentations.

Photos and videos

Intro to 50-minute presentation on role of trust protectors under U.S. law.
Full 50-minute presentation on the role and scope of trust protectors' role in U.S.-based trusts.

Location

Evergreen Legacy Planning, LLP
32065 Castle Court, Suite 250
Evergreen, CO, 80439

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Reviews

5.0 / 5.0
  3 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
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1 Star
 
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Posted by Julia Nickerson | January 29, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Top Notch Estate Planning Attorney
Matt is a rare find--wealth of knowledge combined with compassion. If you live in the Evergreen Colorado area, you will want Matt as your estate planning attorney. You are lucky to have him in your area-he is known across the country as a pillar in the estate planning community.
Posted by Joel | March 7, 2017
This review is from a person who hired this attorney.
| Hired Attorney
LLC setup
My colleague and I approached Matt with a business idea and need to establish an LLC. This was a first for us, so he walked us through the process in a very professional, but well thought out manner that immediately gave us confidence not only with his services, but also with our new endeavor. Matt spent time with us, asking questions about our business and getting to know the details of our plans so that he could best advise us moving forward. Matt initiated a timeline and checklist of items that we'd need to complete and within a matter of a short couple of weeks, he had us set up and ready to get to work. Matts level of experience and expertise in this area was extremely noticeable and gave us peace of mind from the onset of our discussions. Personable, intelligent, and focused on us. For these reasons, I would strongly recommend Matts services to anyone in need of legal advise and/or with similar circumstances as ours. Thanks a ton, Matt!! Joel
Read less
Posted by anonymous | February 28, 2017
This review is from a person who hired this attorney.
| Hired Attorney
The ONLY Lawyer you need for your LLC or Estate Planning
I first met with Matt approximately a year and a half ago, when I decided to establish an LLC. I had looked a several on line, do it yourself sites and just did not feel comfortable. I quickly realized that I needed professional legal assistance, in order to make sure my new LLC was created properly. After meeting with Matt and discussing all my needs, Matt put together a comprehensive plan for my LLC. He helped me decide the best state to establish my LLC in for liability protection, as well as tax benefits. Matt also created my Executive Summary and Operations Agreement. His attention to detail and diligence in looking out for my best interest, was second to none. More importantly, Matt took whatever time was necessary to make sure I fully understood not only the "big picture", but all the nuances of my new LLC. Since then, Matt has reviewed several business contracts for me. Each and every time coming back with a clear and precise answer in a timely manner, along with giving his "your best interest in mind" advice and recommendations. Matt has done such an amazing job with everything I have throw his way, it has led me to currently work with him on my family's Estate Planning. Matt is in the process of putting together a fully customized Trust for me. He has been incredible walking us through the infinite amount of options and legal scenarios, in order to find a plan that best suites my wants and my family's future needs. With Matt, you always feel that you have his full and undivided attention. He establishes a personal relationship, and you never feel like you are "just another client". He always answer questions, phone messages, emails, quickly. Often the same day, usually within an hour. You never feel forgotten about, or that your issues and questions are not important. I trust Matt fully with any and all legal affairs concerning my LLC and Estate. I would have zero hesitation recommending Matt to my closest friends and family. I think you will be hard pressed to find a better, more knowledgeable, honest, hard working and sincere Lawyer anywhere. -Chris
Read less

Cost

Rates
  • Hourly Rates $ 450-450 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.6 (Excellent)

Work Experience

  • Vice President, Legal Education
  • WealthCounsel, LLC
  • 2006 - Present
  • Attorney
  • Dimick Green Brown & Stark, PC
  • 2003 - 2006
  • Attorney
  • Jerry D. Balentine & Associates
  • 1999 - 2003

Education

  • University of Oklahoma College of Law
  • JD - Juris Doctor
  • 2000
  • University of Central Oklahoma
  • BA - Bachelor of Arts
  • 1994

Associations

  • Society of Trust and Estate Practitioners
  • TEP
  • 2016 - Present
  • Colorado Bar Association
  • Member
  • 2015 - Present
  • American Bar Association
  • Member, Real Property, Trust & Estate Law
  • 2015 - Present

Languages Spoken

  • English

Honors and Awards

  • Trust & Estate Practitioner (TEP)
  • Society of Trust & Estates Practitioners
  • 2017

Publications

  • Leimberg Information Services Estate Planning Newsletter
  • Nobody Pays Estate Tax Anymore… But Almost Everyone Has a “Death Tax” Problem
  • 2016
  • Wealthcounsel Quarterly
  • Thinking more Deeply on Trust Advisors and Protectors
  • 2016
  • Leimberg Information Services Estate Planning Newsletter
  • Bailing out the Bygone Bypass: Strategies for Capital Gains Tax Savings
  • 2016
  • Leimberg Information Services Estate Planning Newsletter
  • Estate Planning for Same-Sex Couples after Obergefell v. Hodges
  • 2015
  • Wealthcounsel Quarterly
  • Before you Pour… A Few Tax Considerations when Decanting
  • 2015
  • Wealthcounsel Quarterly
  • What do you do with an Asset Named DSUE?
  • 2014
  • Wealthcounsel Quarterly
  • What to do with the Irrevocable Trust that Doesn’t Fit Anymore
  • 2014
  • Wealthcounsel Quarterly
  • The Most Important Parts of Estate Planning Can’t Get Legislated Away
  • 2014
  • Wealthcounsel Quarterly
  • Trust Decanting: A Compelling (and Underused) Strategy for Creative Trust Solutions
  • 2014
  • Wealthcounsel Quarterly
  • Avoiding High Post-ATRA Trust Tax Rates
  • 2013
  • Wealthcounsel Quarterly
  • Post-DOMA Update: Cases and Policies Begin Emerging in the Wake of Windsor
  • 2013
  • Wealthcounsel Quarterly
  • Where Might we go from Here? Post-ATRA Planning Considerations in 2013
  • 2013
View all publications

Speaking Engagements

  • WealthCounsel CLE
  • The Bespoke Trust Protector
  • 2017
  • STEP-UCLA
  • Estate Planning in 2017 & Beyond
  • 2017
  • STEP-UCLA
  • The Bespoke Trust Protector
  • 2017
  • WealthCounsel Symposium
  • The Bespoke Trust Protector
  • 2016
  • WealthCounsel CLE
  • Planning Implications and Opportunities after the 2016 Presidential Election
  • 2016
  • STEP-UCLA
  • Estate Planning in 2016 & Beyond
  • 2016
  • WealthCounsel Symposium
  • Can I Just Take a Mulligan? When the Irrevocable Trust Needs a Do-Over
  • 2015
  • WealthCounsel CLE
  • Effectively Administering the Mature Trust
  • 2015
  • STEP-UCLA
  • Mastering the Basics and Moving on to the Cutting Edge
  • 2015
  • WealthCounsel Symposium
  • Portability and Marital Deduction Planning after ATRA: Playing the Game with a Joker in the Deck
  • 2014
  • WealthCounsel Symposium
  • Dealing with Changed Circumstances in Irrevocable Trusts: Trust Modification, Decanting, and Trust Protectors
  • 2014
  • Centennial Estate Planning Council
  • The Implications of Clark v. Rameker: Protecting Inherited IRAs
  • 2014
  • WealthCounsel CLE
  • Asset Protection Planning and the Role of the Domestic APT
  • 2012
View all speaking engagements

Attorney endorsements

Received (3)
Given (2)
Endorse Matthew
Estate planning Attorney | Feb 25
Relationship: Friend
"I fully endorse Matt without hesitation. Matt is exceptional. He is super knowledgeable, friendly, competent, and a great communicator. I refer more complex estate planning cases to him. He is, simple put, a good and honest man."
Estate planning Attorney | Mar 04
Relationship: Fellow lawyer in community
"Matt McClintock is one of the finest, most ethical, intelligent and hard-working attorneys I know. As members of the WealthCounsel estate planning organization (where Matt served as CEO and Director of Education), we worked together on various projects over the course of a decade. Matt earned my respect and appreciation for the level of attention and effort he makes on every matter in which he's involved. Matt is not a "cookie-cutter" estate planner. He knows the latest law and strategies, and understands human emotions, legacy and family dynamics; He listens closely and patiently to first learn his clients' goals, concerns and desires, and then applies his skill and expertise to tailor a unique and personal plan that is customized to each family he serves. This is the hallmark of an exceptional estate planning attorney, and I cannot endorse Matt highly enough."
Estate planning Attorney | Feb 24
Relationship: Fellow lawyer in community
"I wholeheartedly endorse Matt McClintock. He is an excellent attorney who I would recommend to my family and friends. I have known Matt for over 10 years and have always been impressed with his analysis of legal issues that impact the estate planning bar and our clients. Matt has contributed a great deal to the advancement of knowledge in our field, and he does so with a level of humility that is often lacking among members of our profession."
Estate planning
Estate planning