Join EPCNYC, host BNY Mellon, and Kevin Matz for this lunchtime presentation "Perspectives from Heckerling 2015"
Join EPCNYC, host BNY Mellon, and Kevin Matz for this lunchtime presentation on all the most important news and updates from Heckerling 2015.
Brown Bag Programs are limited to Members Only and are free of charge. Members must be logged into the website to register. Registration is required.
About the Program
The recently concluded 49th Annual Heckerling Institute on Estate Planning built upon the groundbreaking themes which dominated the previous year’s conference that had challenged estate planners to take a fresh look at the role of income tax (and income tax basis) planning in advising our clients. Estate planning lawyer and CPA, Kevin Matz, Esq. has written a 5-part article summarizing this year's Heckerling Institute for Trusts & Estates and will be sharing his insights with our group.
About our Speaker
KEVIN MATZ is the managing attorney of Kevin Matz & Associates PLLC, with offices in Midtown Manhattan and White Plains, New York, where his practice is principally devoted to domestic and international estate and tax planning, estate administration and related litigation. 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 a senior associate in the private clients group of White & Case LLP and a Partner at a medium-sized law firm in Midtown Manhattan prior to starting his own law firm in 2009. He is a member of the New York City Bar Association and the New York State Society of Certified Public Accountants (the “NYSSCPA”), among other professional organizations, and has helped to draft several of the City Bar’s comment letters, as well as the NYSSCPA’s comment letters, 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. In addition, Mr. Matz is the co-author of two estate planning treatises, Manning on Estate Planning (Practicing Law Institute 2013), and Estate Planning for Professionals – Understanding What is Needed for Estates of Any Size (Cannon Financial Institute 2009), and is a certified public accountant, in which connection he is currently the Chairman of the Estate Planning Committee of the NYSSCPA, a past Chairman of the NYSSCPA’s Entertainment, Arts and Sports Committee, and currently a member of the NYSSCPA’s Board of Directors.