BACKGROUND  

Admitted to the California Bar, 1989; U.S. Court of Appeals, 9th Circuit, 1989; U.S.  District Court, Central District of California, 1989. Education: UCLA (BA, Economics  (Business Emphasis) 1985). Loyola Law School of Los Angeles, CA (Juris Doctor 1989).  

Also received a Certificate in International Human Rights and Comparative Civil  Rights from the University of San Diego School of Law after studying at Trinity  College in Dublin, Ireland (1987). 

At Loyola Law School, Jonathan was a Staff Member of the Law Review and he  received numerous awards including Best Brief in the Moot Court Competition; an  American Jurisprudence award (top in the class) for Appellate Advocacy; West’s  prestigious Award for Outstanding Achievement at graduation; and Membership in Phi Delta Phi International Legal Honor Society. 

EXPERIENCE  

Partner, Evergreen Legacy Planning, LLP. Regularly develops and implements integrated estate, business and income tax planning solutions offering increased  asset and inheritance protection, business survival, increased business value, and  facilitated ownership transfer for individuals, families, and businesses worldwide,  including for non-U.S.-citizen residents and non-residents. Frequent author and  national speaker on all areas of sophisticated planning, including international tax  planning.

Jonathan A. Mintz, JD, TEP 

Partner, Matsen Voorhees Mintz LLP. Provided sophisticated and integrated estate, business, and income tax planning solutions to high-net-worth clients and families worldwide.  

COO, WealthCounsel, LLC. Responsible for oversight of all aspects of attorney  member support organization supporting 1500+-member firms (5,000 lawyers)  nationwide focusing in estate planning, business planning and related practice  areas.  

COO, The Advisors Forum, LLC. Responsible for oversight of all education-based  marketing tools and technical training provided by 500+ member interdisciplinary  organization for accountants, attorneys, financial planners, insurance advisors and  trust officers. 

Of Counsel to national estate planning law firm, assisting in all aspects of case  design and implementation for ultra-high-net-worth clients and families.  

OTHER PROFESSIONAL POSITIONS  

Former Adjunct Faculty, Chapman University Fowler School of Law. Taught estate  planning course for law students and masters in taxation students at “Top School”  according to U.S. News and World Report rankings. 

Past Chairman, Orange County Branch of the Society of Trusts and Estates  Practitioners (STEP). Responsible for overseeing the local chapter of an  international organization supporting professionals whose practices include  international (cross-border) planning. Regular education events included an Annual  Institute in collaboration with UCLA School of Law. 

MEMBERSHIP  

California Bar Association (Member, Sections on Estate Planning, Trust and  Probate Law; Tax; and International Law); Society of Trust and Estate Practitioners  (STEP); Senior Fellow of The Estate and Wealth Strategies Institute at Michigan  State University; Faculty of The Academy of Multidisciplinary Practice, Inc.; Phi  Delta Phi International Legal Honor Society; Fellow of the Esperti Peterson  Institute; Former Member, Los Angeles County Bar Association and its Law Student  Support Committee. 

AUTHOR OR CO-AUTHOR  

Minimizing U.S. Tax for EB-5 Investors: Advance U.S. Tax Planning is Essential,  EB-5 Investors Magazine (Vol. 5, Issue 2 (Fall 2017)). 

Estate Planning Gets More Complex for Non-U.S. Citizens, Estate Planning  Journal (July 2017).

How Global Uncertainty is Driving the U.S. Economy, The WealthCounsel  Quarterly (June 2017). 

Resident of the United States?, STEP Journal (May 2017). 

Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle (Crescendo Publishing, LLC 2015). 

A Primer on Asset Protection Planning, The WealthCounsel Quarterly (April  2015).  

Estate Planning in 2014 and Beyond, The WealthCounsel Quarterly (April  2014). 

Collaboration: Why is it so elusive?, Illinois Bar Association, Trust and Estates  Section Newsletter (April 2013).  

5 Secrets to Working With CPAs and Lawyers, National Underwriter (October  2007). 

A Primer on Education Planning, Journal of Financial Service Professionals (January 2003). 

How to Work Ethically with Other Professionals, Broker World (September  2002). 

Post-EGTRRA Life Insurance Planning, The Tax Adviser (August 2002). 

Latest Developments on the State of Multidisciplinary Practice, Estate Planning  (June 2002). 

Ethical Issues Involving MDPs, Broker World (May 2002). 

The Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001  on Existing Planning, Journal of Financial Service Professionals (March 2002). 

What is MDP & Why is it Relevant to Insurance Professionals?, Broker World,  (March 2002). 

Dealing With EGTRRA’s Impact on an Insurance Professional’s Practice, Cutting-Edge Current (2001). 

Death, Taxes and Dice Rolling: Everything about Your Estate is Up in the Air— So Make Your Plan More Flexible, Cutting-Edge Current (2001).  

Is Your Career About To Be Repealed, Cutting-Edge Current (2001). 

The Impact of Investment Volatility on Wealth Transfer Strategies, Conspectus  Current (Summer 2000).

The Uniform Prudent Investor Act: Trust Drafting and Administration,  Conspectus Current (Spring 2000). 

New Planning Opportunities for S Corporations: Tax-Favored ESOPs, Conspectus Current (Summer 1999). 

EDITORIAL REVIEW  

Understanding Living Trusts: How You Can Avoid Probate, Keep Control, Save  Taxes, and Enjoy Peace of Mind, 7th Ed. (Schumacher Publishing 2019). 

Strictly Business: Planning Strategies for Privately Owned Businesses (Quantum  Press 2001). 

Protect Your Estate, 2d Ed. (McGraw Hill 2000). 

The Living Trust Workbook, 2d Ed. (Penguin Books 2000). 

Irrevocable Trusts: Analysis with Forms (Warren Gorham & Lamont 1998).

PERSONAL  

Jonathan enjoys spending time with his wife and two daughters, and he and  his wife are avid cyclists (they’ve ridden the infamous Tour de France  mountains of Alpe d’Huez, Col du Galibier, Col du Tourmalet and Mt.  Ventoux, among others, in addition to “Fourteeners” Mt. Evans and Pikes  Peak, CO and Haleakala, HI).

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