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2020 Heckerling Review
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Join EPCNYC for the Annual Heckerling Review.

When: 3/12/2020
8:30 AM - 10:00 AM
Where: UJA-Federation of New York
130 E 59th St
New York, New York  10022
United States
Presenter: Kevin Matz
Contact: Amber Pusatere Lettko

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Heckerling Review 2020
with Kevin Matz, Esq.

If you missed Heckerling this year you won't want to miss the annual review.
Join EPCNYC along with the UJA-Federation of New York, Estate Planning Committee of the New York State Society of CPA's, and the Foundation for Accounting.

*Registration is required


About our Speaker

Kevin Matz concentrates on domestic and international estate and tax planning, estate administration and related litigation. Mr. Matz’s practice primarily involves advising high net worth individuals with respect to wealth transfer planning; 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 has also advised clients on entity and succession planning, including the use of family limited partnerships, the use of grantor retained annuity trusts, transfers to irrevocable trusts involving complex valuation issues, qualified personal residence trusts, irrevocable life insurance trusts, and the use of charitable remainder trusts, charitable lead trusts and private foundations to further both family planning and philanthropic objectives.

Mr. Matz is a Fellow of the American College of Trust and Estate Counsel ("ACTEC"), and has written and spoken extensively about the use of family limited partnerships and various other leveraged transfer techniques, as well as on estate planning strategies for groups ranging from private equity fund managers to professional athletes. He 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 a certified public accountant.

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