Email address
[email protected]Contact number
212-745-9576Share profile
Band 3
Band 4
Provided by Kevin Matz
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.
Provided by Chambers
Kevin Matz is well regarded for his experience in estate planning and administration as well as tax planning.
Kevin Matz advises clients on a range of wealth transfer matters including tax planning, estate planning and trusts. He also advises on charitable planning and estate administration.
Provided by Chambers
Whether it's fiduciary income tax, estate administration, planning with hedge fund principals or almost anything else, Kevin is an expert. Kevin is someone other attorneys turn to for advice.
He's a very smart and thoughtful attorney.
Kevin is a first-rate lawyer who deals regularly with sophisticated planning issues.
He's a very smart and thoughtful attorney.
He is an excellent lawyer and a great guy in a way that is so helpful to the practice.
Whether it's fiduciary income tax, estate administration, planning with hedge fund principals or almost anything else, Kevin is an expert. Kevin is someone other attorneys turn to for advice.
He's a very smart and thoughtful attorney.
Kevin is a first-rate lawyer who deals regularly with sophisticated planning issues.
He's a very smart and thoughtful attorney.
He is an excellent lawyer and a great guy in a way that is so helpful to the practice.
