Representative Experience

Matt’s work frequently involves:

• Preparation of core estate planning documents, such as Wills, Durable Powers of Attorney, Health Care Powers of Attorney, and Advanced Directives;
• Creation and funding of Revocable Trusts for private, efficient, and cost-effective administration upon death;
• Development of strategies for eliminating or mitigating estate and gift taxes;
• Design and implementation of sophisticated wealth transfer techniques, including gifts and sales to grantor trusts, Irrevocable Life Insurance Trusts (ILITs), and Grantor Retained Annuity Trusts (GRATs);
• Development of charitable giving strategies through outright gifts, Charitable Lead Trusts, Charitable Remainder Trusts, donor-advised funds, and charitable foundations;
• Advice on and coordination of the transition of ownership and control of closely-held businesses to the next generation of family or leadership;
• Formation of closely-held business entities;
• Income tax planning;
• Trust Decanting and Trust Modifications;
• Guardianship matters;
• Special Needs Trusts for disabled beneficiaries;
• Long terms care planning issues; and
• Representation of Executors and Trustees in the administration of Estates and Trusts.

Matt also works with numerous plaintiff’s attorneys across state to create Special Needs Trusts for funds received after settlement or verdict, which can preserve needs-based government benefits for their clients and provide for professional, long-term management.

Matt has enjoyed speaking and writing on a number of topics relevant to his field of practice, including essential, everyday estate planning issues, sophisticated estate planning techniques, estate and trust administration issues, fiduciary representation, and fiduciary income tax issues.