Jonathan Mintz

Partner
Evergreen Legacy Planning, LLP

Partner
Evergreen Legacy Planning, LLP

Biography

Jonathan A. Mintz is a Partner in the national law firm of Evergreen Legacy Planning, LLP,with offices in Newport Beach, California, and Evergreen, Colorado. Evergreen Legacy Planning provides services in the areas of estate planning, asset protection, business planning, and tax  planning for both U.S. and non-U.S. persons. Jonathan frequently develops integrated asset protection, estate, business, charitable and income tax planning solutions that offer increased protection, peace of mind, and significant tax savings to families and business owners throughout the world.

An Adjunct Faculty at Chapman University Fowler School of Law (a “Top School” according to the 2015 U.S. News and World Report rankings), Jonathan teaches Estate Planning for law and masters in taxation students. He is also past Chairman of the Orange County Branch of the Society of Trusts and Estates Practitioners (STEP), where he oversees the branch’s operations,including an Annual Institute in collaboration with UCLA School of Law in Newport Beach.

Previously, Jonathan was a partner in the Costa Mesa, California firm of Matsen Voorhees Mintz LLP, and before that he served as Chief Operating Officer for WealthCounsel, LLC where he oversaw operations of the nation’s premier support organization for thousands of estate and business planning attorneys nationwide. He was also instrumental in the creation of The Advisors Forum, a national interdisciplinary membership organization that helps all disciplines of wealth planning professionals work together more productively for the benefit of their clients.

Jonathan has served on the editorial board for several treatises, and he has either authored or co-authored articles appearing in the wealth planning industry’s most prestigious publications,including Estate Planning Journal, the AICPA’s The Tax Adviser, and the Journal of Financial Service Professionals, among others. In his 25+ years of practice, Jonathan has taught thousands of professionals, including lawyers, CPAs, financial advisers and fiduciaries, and he is a sought-after national speaker on all areas of sophisticated wealth planning.

He can be reached at JAM@EvergreenLegacyPlanning.com.

All sessions by Jonathan Mintz