Evergreen Legacy Planning, LLP, is a boutique law firm dedicated to qualitative, creative, and sophisticated tax, estate, and asset protection solutions across the U.S. and internationally. We work with families, affluent entrepreneurs, innovators, and disruptors to help them protect their assets and their privacy, maximize multi-generational family wealth, and minimize unnecessary taxes, while focusing on each client’s individual priorities and passions. What we do: 1) Creative trust design and management; 2) Planning for bitcoin and other cryptoassets, including tax-leveraged sales and design & implementation of succession frameworks; 3) Inbound U.S. tax planning for non-U.S. persons; and 4) Privacy, asset protection, and tax-sensitive planning for wealthy families. We are also available for co-counsel and collaboration with other attorneys, as well as financial advisors, wealth managers, CPAs, and other professionals. We have offices in Colorado and California, but we serve clients all across the U.S. and around the world.
View Top Employees from Evergreen Legacy Planning, LLPWebsite | https://evergreenlegacyplanning.com/ |
Revenue | $4 million |
Employees | 7 (3 on RocketReach) |
Founded | 2017 |
Address | 32065 Castle Ct Suite 250, Evergreen, Colorado 80439, US |
Phone | (877) 757-8120 |
Industry | Law Practice, Law Firms & Legal Services |
SIC | SIC Code 811 Companies, SIC Code 81 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 54111 Companies, NAICS Code 5411 Companies |
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The Evergreen Legacy Planning, LLP annual revenue was $4 million in 2024.
3 people are employed at Evergreen Legacy Planning, LLP.
Evergreen Legacy Planning, LLP is based in Evergreen, Colorado.
The NAICS codes for Evergreen Legacy Planning, LLP are [54, 541, 54111, 5411].
The SIC codes for Evergreen Legacy Planning, LLP are [811, 81].