Matthew Thomas McClintock

Matthew Thomas McClintock

5.0
Rating: 8.3

Licensed for 26 years

Estate planning Lawyer at Evergreen, CO
Practice Areas: Estate Planning, Trusts, Limited Liability Company (LLC), Wills & Living Wills

32065 Castle Court, Suite 250, Evergreen, CO

About Matthew

Biography

Practice Areas

4

Practice Areas

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.

26 years

55%
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.

26 years

24%
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.

26 years

20%
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.

26 years

1%

Fees and Rates

Cost

Hourly Rates

$ 450-450 per hour


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Alaska for 8 years

State: Alaska

Acquired: 2018

Inactive

No misconduct found

Licensed in Wyoming for 8 years

State: Wyoming

Acquired: 2017

Inactive

No misconduct found

Licensed in Colorado for 10 years

State: Colorado

Acquired: 2015

Inactive

No misconduct found

Licensed in Oklahoma for 26 years

State: Oklahoma

Acquired: 2000

Resigned- Voluntary

No misconduct found

Location

Evergreen Legacy Planning, LLP

32065 Castle Court, Suite 250, Evergreen, CO, 80439

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Matthew Thomas McClintock's Reviews

Avvo Review Score

5.0 /5.0

3 Client Reviews

Filter Avvo Reviews (3) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
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Showing 1 - 1 of 1 review | Recommendation

Posted by Julia Nickerson | January 29, 2018 | Hired Attorney | Estate Planning

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.

See All Client Reviews

Matthew Thomas McClintock's Lawyer Endorsements

Endorse Matthew
Marc R Carlson headshot
Marc Carlson

Estate planning lawyer | 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."

Eden Rose Brown headshot
Eden Brown

Estate planning lawyer | 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."

George C Constant headshot
George Constant

Estate planning lawyer | 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."

View All Endorsements
Kristin Leiko Yokomoto headshot
Kristin Yokomoto

Estate planning lawyer

Keith L Davis headshot
Keith Davis

Estate planning lawyer

Experience

Rating:  8.3 (Excellent)

Honors

2017

Trust & Estate Practitioner (TEP), Society of Trust & Estates Practitioners

Work Experience

2006 - Present

Vice President, Legal Education, WealthCounsel, LLC

2003 - 2006

Attorney, Dimick Green Brown & Stark, PC

1999 - 2003

Attorney, Jerry D. Balentine & Associates

Associations

2016 - Present

Society of Trust and Estate Practitioners

TEP

2015 - Present

Colorado Bar Association

Member

2015 - Present

American Bar Association

Member, Real Property, Trust & Estate Law

Education

2000

University of Oklahoma College of Law

JD - Juris Doctor

1994

University of Central Oklahoma

BA - Bachelor of Arts

Speaking Engagements

2017

WealthCounsel CLE

The Bespoke Trust Protector

2017

STEP-UCLA

Estate Planning in 2017 & Beyond

2017

STEP-UCLA

The Bespoke Trust Protector

2016

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

2015

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

2014

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

2012

WealthCounsel CLE

Asset Protection Planning and the Role of the Domestic APT

Publications

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 Nobody Pays Estate Tax Anymore… But Almost Everyone Has a “Death Tax” Problem

2016

Wealthcounsel Quarterly Thinking more Deeply on Trust Advisors and Protectors

2015

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

2014

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

2013

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

Languages

English

Activity

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