Evergreen Legacy Planning, LLP

Evergreen Legacy Planning, LLP is an estate planning and business law firm in Evergreen, CO and Newport Beach, CA, with additional emphasis on strategic tax planning for international investors.

For decades we have created successful strategies for our clients. Most of our clients are successful families and business owners with a lot of moving parts. We strategically organize those moving parts in ways that protect their business, their personal wealth, and their privacy – all while reducing their tax footprint. We focus on comprehensive, multifaceted solutions for entrepreneurs, disruptive innovators, and individuals and families with special circumstances or unique assets.

We address both the business side and private side of wealth, with an emphasis on privacy and protection from unwanted attention. We fundamentally believe that it should be as hard as possible for someone to separate you or your family from your wealth involuntarily. We often focus our planning in the jurisdictions that offer the best protection and use that to our clients’ advantage.

In addition to actively practicing law, we frequently teach, present, and publish our insights in the areas of estate planning, asset protection, business planning, cryptocurrency, blockchain technology, and international tax planning. We view these as often intersecting and overlapping areas, and enjoy weaving together innovative solutions that cover a multitude of issues.

When we aren’t in the office we can often be found riding bikes on the back roads of the Rocky Mountains, enjoying a nice glass of red wine, or cooking up new ideas.