kmatz@vanfeliu.com
PRACTICE AREAS:
Taxation, Estate Planning, Estate Administration, Estate Litigation
EDUCATION:
B.S. Herbert H. Lehman College, 1986
J.D. Fordham University School of Law, 1993 (Notes & Articles Editor, Fordham Law Review)
LL.M. (Taxation) New York University School of Law, 1996
BAR ADMISSIONS:
1994, New York,
1994, New Jersey
Kevin Matz is Of Counsel to Vandenberg & Feliu, LLP, and the managing member of Kevin Matz & Associates PLLC, where his practice is principally devoted to domestic and international estate and tax planning, estate administration and estate litigation.
Mr. Matz helps families to preserve their wealth through the generations in a tax-efficient, yet user-friendly, manner. This can often involve the establishment of trusts (including under the terms of one’s will) to protect assets from creditors, predators (such as ex-spouses), and beneficiary spend-down and disability. Mr. Matz’s practice also involves advising high net worth individuals with respect to wealth transfer planning (including for private investment fund managers and real estate entrepreneurs); will and trust drafting; 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.
Mr. Matz earned his J.D. from Fordham University School of Law (where he was a Notes & Articles Editor of the Fordham Law Review) and his LL.M. in Taxation from New York University School of Law, and was previously a senior associate in the private clients group of White & Case LLP. He is a member of the New York City Bar Association, among other professional organizations, and has helped to draft several of the City Bar’s comments to the United States Department of Treasury. Mr. Matz has written and spoken extensively about the use of family limited partnerships and various other leveraged transfer techniques, as well as estate planning strategies for groups ranging from private equity fund managers to professional athletes, and has been frequently cited in the professional literature (including at the Heckerling Institute on Estate Planning) for his innovative solutions and analysis.
Mr. Matz is also the co-author of the treatise Estate Planning for Professionals – Understanding What is Needed for Estates of Any Size (Cannon Financial Institute 2009). In addition, Mr. Matz is a certified public accountant, which background allows him to get heavily involved in walking his clients through the implementation aspects of their estate plans.
Mr. Matz may be contacted at 914-682-6884 or kmatz@kmatzlaw.com