Jonathan Alan Mintz
Estate planning Attorney at Newport Beach, CA
also known as Jonathan A. Mintz
We have not found any instances of professional misconduct for this lawyer.
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About Jonathan
Learn Jonathan’s areas of practice.
5
Practice areas
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Estate planning25%
29 years
-
International law25%
29 years
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Business20%
29 years
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Tax20%
29 years
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Real estate10%
29 years
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Evergreen Legacy Planning, LLP
4695 MacArthur Ct, 11th Floor
Newport Beach, CA, 92660
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SVP, Associate General Counsel, The Macerich Company
Cost
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Contact for DetailsResume
Work Experience
- Partner
- Matsen Voorhees Mintz Law
- 2013 - Present
- Adjunct Professor
- Chapman Law School
- 2016 - 2016
- Chairman
- STEP - Orange County
- 2015 - 2016
Education
- Loyola Law School
- JD - Juris Doctor
- 1989
- University of San Diego School of Law
- Certificate of Int'l Human Rights & Comparative Civil Rights
- 1987
- Univ of California at Los Angeles
- BA - Bachelor of Arts
- 1985
Associations
- Society of Trust and Estate Practitioners, Orange County
- Chairman
- 2014 - Present
- Advisors Forum
- Member
- 2006 - Present
- WealthCounsel
- Member
- 2003 - Present
Languages Spoken
- English
Honors and Awards
- Attendance
- 12th Annual International Estate Planning Institute
- 2016
- Chair
- STEP-UCLA Institute on Tax, Estate Planning and the Economy
- 2016
- Attendance
- WealthCounsel Symposium
- 2015
Publications
- Self-Published
- Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle
- 2016
- Wealthcounsel Quarterly
- A Primer on Asset Protection Planning
- 2015
- Wealthcounsel Quarterly
- Estate Planning in 2014 and Beyond
- 2014
Speaking Engagements
- Study Group
- The Basics of U.S. Gift, Estate and Income Tax Planning for Non-U.S. Citizens
- 2016
- Word on the Street Webinar Series
- Ethics of Asset Protection Planning
- 2015
- Society of Trust and Estate Practitioners
- Estate Planning in 2015 - The State of the Art
- 2015
Attorney endorsements
Received
(11)
Given
(4)
Estate planning Attorney | Dec 18
Relationship: Fellow lawyer in community
"Jonathan is incredibly knowledgeable about the nuances of international estate planning. I highly recommend him if you're in need of an estate plan!"
Estate planning Attorney | Oct 15
Relationship: Other
"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."
Estate planning Attorney | Nov 23
Relationship: Worked together on matter
"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."
Estate planning Attorney | Nov 22
Relationship: Other
"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."
Estate planning Attorney | Nov 21
Relationship: Worked together on matter
"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."
Elder law
Estate planning
Estate planning
Estate planning
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