Matthew primarily focuses on trust and estate planning and administration as well as business succession and other corporate planning. He regularly works with clients of all backgrounds to implement planning strategies to protect assets, preserve wealth, reduce potential income- and estate-tax liabilities, and ensure a smooth administration of trusts and estates.
To achieve these goals, Matthew routinely drafts both simple and complex trust and estate planning documents to meet the needs of clients, from young, growing families looking out for the security of their children to highly established business owners looking to transition their businesses to the next generation and implement tax-planning strategies that preserve their assets for that generation. He has experience drafting wills, revocable trusts, irrevocable income-only and Medicaid trusts, life insurance trusts, and business operating agreements as well as powers of attorney, health care proxies, and living wills.
In addition to his own practice, Matt serves as a member of the firm's Technology Committee.