Kevin Matz

Practice Areas

Kevin focuses on domestic and international estate and tax planning, estate administration, and related litigation. He often serves as outside general counsel to his high-net-worth clients and their family offices, counseling on wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning and tax return preparation; charitable gift planning; probate proceedings and estate administration; and associated litigation. Kevin has advised clients on entity and succession planning, including use of family limited partnerships, use of grantor retained annuity trusts, transfers to irrevocable trusts involving complex valuations, qualified personal residence trusts, irrevocable life insurance trusts, and the use of charitable remainder trusts, charitable lead trusts, and private foundations to further family planning and philanthropic objectives. Kevin is a Fellow of the American College of Trust and Estate Counsel and chairs its Business Planning Committee.