Kevin MatzPartner

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Offices


Services

Kevin Matz concentrates on domestic and international estate and tax planning, estate administration and related litigation. His practice primarily involves advising high net worth individuals in 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 as well as corporate counseling.

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 has written and spoken extensively about the use of leveraged transfer techniques and estate planning for groups ranging from private equity fund managers to professional athletes. He is frequently cited in the professional literature, including by the Heckerling Institute on Estate Planning, for his innovative solutions and analysis.

Kevin is also a certified public accountant. Super Lawyers has recognized him two years running as a Rising Star.


Memberships

  • President, Foundation for Accounting Education (FAE)
  • Fellow, American College of Trust and Estate Counsel (ACTEC)
    • Member, International Estate Planning Committee
    • Member and Co-chair of the Model LLC Form subcommittee, Business Planning Committee
    • Member and Chair of the Social Media subcommittee, Communications Committee
  • Co-Chair of Tax Committee of Trusts and Estates Section of NY State Bar Association, 2017–2019
  • Chair of NYSSCPA Estate Planning Conference, 2012–present
  • Chair of NYSSCPA Estate Planning Committee, 2013–2015, 2017–2018
  • Chair of NYSSCPA Entertainment, Arts and Sports Committee, 2011–2013
  • Chair of NYSSCPA/FAE Curriculum Committee, 2016–2017
  • Vice-Chair of UJA Federation of New York Trusts and Estates Lawyers Group, 2015–2017

Publications

Kevin has authored a number of articles on estate and tax planning and estate administration. In addition, Kevin is the co-author of two estate planning treatises, Manning on Estate Planning (Practicing Law Institute 2014), and Estate Planning for Professionals – Understanding What is Needed for Estates of Any Size (Cannon Financial Institute 2009).

Select publications include:
  • “Does Lender Management Provide Family Offices with a Roadmap for Obtaining an IRC section 162 Trade or Business Expense Deduction in Connection with Providing Investment Management Services?” TaxStringer, June 1, 2018
  • “Pass-Through Deduction Primer,” WealthManagement.com, March 16, 2018
  • “A Major Change in Planning with Limited Entities,” WealthManagement.com, March 2, 2018
  • “Gifting Opportunities Under the New Tax Law,” WealthManagement.com, March 2, 2018
  • “Increased Exemption Amounts: Use Them or Lose Them?” WealthManagement.com, February 26, 2018
  • “How the 2017 Tax Reform Act Affects Estate Planning for High-Net Worth Individuals,” TaxStringer, February 1, 2018
  • “The Obama Administration’s Fiscal Year 2014 Tax Proposals That Pertain to Estate Planning,” TaxStringer, May 2013
  • “A View from the Audience at Heckerling (2013),” WealthManagement.com, February 15, 2013
  • “So What Does It Mean To Have a ‘Permanent’ Estate and Gift Tax System Anyway? – Estate Planning in 2013 and Beyond,” TaxStringer, February 2013
  • “Estate Planning Opportunities During 2012 Before the Clock Strikes 2013 – Use It or Lose It?” TaxStringer, May 2012

Admitted To Practice

New York; New Jersey


Education

LL.M., New York University School of Law, 1996; Taxation

J.D., Fordham University School of Law, 1993

B.S., City University of New York, 1986


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Publications