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Jonathan Alan Mintz
also known as Jonathan A. Mintz
About Jonathan
Biography
I focus on the areas of estate planning, long-term trust design & implementation, asset protection – both domestic and international – and strategic international tax planning, and I have an extensive clientele of . individuals, professional athletes, and other individuals and families with extensive international interests. I am a frequent author and national speaker, past Adjunct Faculty at the Chapman University Fowler School of Law, and Past Chair of STEP-Orange County.
He is a member of the California Bar Association, the Society of Trust & Estate Practitioners, WealthCounsel, and ElderCounsel.
When I'm not assisting clients and colleagues, I enjoy spending time with my wife and two daughters, and I am an avid cyclist (I've ridden the infamous Tour de France mountains of Alpe d'Huez, Mt. Ventoux, the Col du Galibier, and the Col du Tourmalet, among others).
Practice Areas
5
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in California for 36 years
State: California
Acquired: 1989
No misconduct found
Location
Evergreen Legacy Planning, LLP
4695 MacArthur Ct, 11th Floor, Newport Beach, CA, 92660
Evergreen Legacy Planning, LLP
32065 Castle Court, Suite 250 A-C, Evergreen, CO, 80439
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Jonathan Alan Mintz's Reviews
Showing 1 - 3 of 3 client reviews from Avvo
Posted by Nasteran | August 4, 2015
Fellow Colleague
I have had the pleasure of working with Jonathan Mintz and found him to be an exceptional attorney. He is not only attentive to his client's needs, but also has a disciplined approach to problem solving. His level of expertise and experience is an invaluable asset to any client. Any work from Jonatha...
Posted by Chantal | July 21, 2015
Fellow Colleague
I have had the pleasure of getting to know Mr. Mintz while he handled a case that my firm referred to him. Mr. Mintz is a hard working, conscientious, passionate lawyer/individual that makes sure all his clients objectives are fulfilled. Further, he is extremely knowledgeable in his practice area. I ...
Posted by Chet | June 4, 2015
SVP, Associate General Counsel, The Macerich Company
Jonathan prepared my family trust, as well as provided very important related advice on taxes and insurance issues not just during the creation of the trust, but afterwards he continued to provide great service. Always very timely and gets to the point with clear, concise explanations as to why he re...
Jonathan Alan Mintz's Lawyer Endorsements
"Jonathan is incredibly knowledgeable about the nuances of international estate planning. I highly recommend him if you're in need of an estate plan!"
"I highly endorse Jonathan whom I have known for many years as a member of WealthCounsel and who is truly one of the nation's experts in Estate Planning, Asset Protection, Business Planning and International Tax."
"I endorse this lawyer. Jon is an excellent lawyer - few have his background in estate planning. Over his career of many years, he practiced with some of the top national estate planning lawyers and has in turn become one of the best and brightest. Yet, he has a humble and thoughtful approach to all clients. I recommend him highly."
"Jonathan is a nationally recognized premier estate planning attorney who serves clients across the country. In addition to serving clients, he has become thought leader and educator at a national level. It is rare to find someone with such a combined commitment to learning coupled with a commitment to teaching. I have personally worked with him over the course of days and have traveled across the country to attend many of his teaching sessions."
"I have worked with Jonathan for more than 15 years. I have worked with him on projects and know his commitment to excellence. No one spends more time in continuing education than Jonathan. He is also compassionate and approachable. I am totally comfortable giving him an the highest recommendation."
"I endorse this lawyer. Jonathan is an expert in wealth planning strategies."
"Jonathan Mintz is one of the preeminent California lawyers for high-net worth clients - specializing in income tax reduction and asset protection. We worked together on various initiatives to customize WealthCounsel's estate planning software to meet specific California requirements. Jonathan is a leader in the asset protection field and freely gives his time mentoring other attorneys in solving complex out-of-state and off-shore plans involving LLCs and Asset Protection Trusts. In his focus area, he's one of the best attorney's I've ever been associated with."
"I endorse this lawyer. Jonathan is one of the premier estate planning attorneys in the country. He has a sterling reputation and is nationally recognized as an expert in his field. He is well known for his teaching and speaking in various CEB programs and has consistently provided leadership and inspiration to his colleagues, clients and networking associates. He is very bright, proficient and knowledgeable. Frankly, he is the very best and I wholeheartedly endorse and recommend him. Jeff Matsen"
"Jonathan is a really brilliant technical lawyer who combines that with great judgment and a passion for his clients. He is also a fantastic educator."
"I endorse this lawyer. If his resume does not communicate to you how much knowledge this attorney has in the field of estate planning, a conversation with him will. He is a great lawyer, who is available to discuss estate planning issues with other attorneys as well."
"I highly recommend this lawyer. I've know Jonathan for nearly ten years.His knowledge in the estate planning arena is excellent, along with his ability to assist clients of all ages."
Laura Bromlow
Elder law lawyer
John Stubbs
Estate planning lawyer
Jonathan Frank
Estate planning lawyer
Robert Bergman
Estate planning lawyer
Experience
Honors
2016
Attendance, 12th Annual International Estate Planning Institute
2016
Chair, STEP-UCLA Institute on Tax, Estate Planning and the Economy
2015
Attendance, WealthCounsel Symposium
2015
Attendance, 11th Annual International Estate Planning Institute
2015
Attendance, STEP-UCLA Institute on Tax, Estate Planning and the Economy
2014
Attendance, WealthCounsel Symposium
2014
Attendance, STEP-UCI Institute on Tax, Estate Planning and the Economy
2013
Attendance, WealthCounsel Symposium
2013
Attendance, Heckerling Institute on Estate Planning
2012
Attendance, Heckerling Institute on Estate Planning
2011
Attendance, Heckerling Institute on Estate Planning
2010
Attendance, Heckerling Institute on Estate Planning
2009
Keynote Speaker - Allied Professionals Summit, Financial Planning Association of Orange County
2009
Attendance, Heckerling Institute on Estate Planning
2008
Attendance, Heckerling Institute on Estate Planning
2008
Inaugural Keynote Speaker - Allied Professionals Summit, Financial Planning Association of Orange County
2007
Attendance, Heckerling Institute on Estate Planning
2006
Attendance, Heckerling Institute on Estate Planning
2005
Attendance, Heckerling Institute on Estate Planning
2004
Attendance, Heckerling Institute on Estate Planning
1989
Award for Outstanding Achievement, West's Publishing
1988
Best Brief, Scott Moot Court Competition
Work Experience
2013 - Present
Partner, Matsen Voorhees Mintz Law
2016 - 2016
Adjunct Professor, Chapman Law School
2015 - 2016
Chairman, STEP - Orange County
2003 - 2013
COO, WealthCounsel, LLC
1999 - 2004
Coordinating Editor, Conspectus Current
Associations
2014 - Present
Society of Trust and Estate Practitioners, Orange CountyChairman
2006 - Present
Advisors ForumMember
2003 - Present
WealthCounselMember
1996 - Present
State Bar of California, Trusts and Estates SectionMember
Education
1989
Loyola Law School
JD - Juris Doctor
1987
University of San Diego School of Law
Certificate of Int'l Human Rights & Comparative Civil Rights
1985
Univ of California at Los Angeles
BA - Bachelor of Arts
Speaking Engagements
2016
Study Group
The Basics of U.S. Gift, Estate and Income Tax Planning for Non-U.S. Citizens
2015
Word on the Street Webinar Series
Ethics of Asset Protection Planning
2015
Word on the Street Webinar Series
Incorporating Levels Of Asset Protection Into All Of Your Clients Plans
2015
Society of Trust and Estate Practitioners
Following The Map Of Foreign Asset Protection Trusts
2015
Society of Trust and Estate Practitioners
Estate Planning in 2015 - The State of the Art
2014
Word on the Street Webinar Series
Advanced Trust-Based Asset Protection Strategies
2014
Orange County Bar Association
What Every Estate Planner Needs to Know about Retirement Planning
Publications
2016
Self-Published
Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle
2015
Wealthcounsel Quarterly
A Primer on Asset Protection Planning
2014
Wealthcounsel Quarterly
Estate Planning in 2014 and Beyond
2013
Illinois Bar Association publication
Collaboration: Why is it so elusive?
2007
National Underwriter publication
5 Secrets to Working With CPAs and Lawyers
2003
Journal of Financial Service Professionals
A Primer on Education Planning
2002
The Tax Adviser (AICPA)
Post-EGTRRA Life Insurance Planning
2002
Estate Planning
Latest Developments on the State of Multidisciplinary Practice
Languages
English
Activity
Legal Answers