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2017 Heckerling Review
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Join EPCNYC, Kevin Matz, and host Marks Paneth LLP for the Annual Heckerling Review.

When: 2/16/2017
8:30 AM - 10:00 AM
Where: Marks Paneth LLP
685 Third Avenue
Third Floor
New York, New York  10017
United States
Presenter: Kevin Matz
Contact: Amber Pusatere

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Heckerling Review 2017

with Kevin Matz, Esq.

If you missed Heckerling this year you won't want to miss EPCNYC's annual review. This members only event provides attendees with the highlights from the week. Light refreshments to be provided.

This event is Members Only and is free of charge. Members must be logged into the website to register. Registration is required. 
*A light breakfast will be served.


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 Fellow of the American College of Trust and Estate Counsel (“ACTEC”), and a member of the New York City Bar Association, the New York State 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, the State Bar’s and the NYSSCPA’s comment letters to both the United States Department of Treasury and the New York State legislative and executive branches.  

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 2015), 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 a past 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 both the NYSSCPA’s Board of Directors and the Foundation for Accounting Education’s Board of Trustees.  Further, Mr. Matz currently serves as Vice Chair of the UJA-Federation of New York Lawyers Division Trusts & Estates Group and is also a member of its Accountants Executive Committee.  

Mr. Matz may be contacted at 914.682.6884 or




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