Kevin Matz & Associates, PLLC

At Kevin Matz & Associates PLLC, we have substantial experience (which we have gained through working at some of the largest international law firms in the world) in helping high net worth families in the transfer of wealth between generations. We recognize that ultimately there is a balancing act between, on the one hand, achieving the senior family member's straightforward goals in disposing of his or her wealth to children, grandchildren and possibly charities, and on the other hand, developing a structure (which will frequently involve trusts, as well as other entities) that will both safeguard assets from the subsequent claims of creditors and other third parties and achieve maximum total tax savings.