Kevin Matz

Mr. Matz is the managing attorney of the law firm of Kevin Matz & Associates PLLC, with offices in New York City and White Plains, New York. His practice is devoted principally to domestic and international estate and tax planning. Mr. Matz is also a certified public accountant, and writes and lectures frequently on estate and tax planning topics.   He can be reached by email at kmatz@kmatzlaw.com, or by phone at 914-682-6884.

Articles by Kevin Matz
A View from the Audience
Kevin Matz discusses the major themes of this year's Heckerling Institute on Estate Planning
A View from the Audience
One Heckerling attendee reviews the principal themes that dominated the conference
Successor Trustee Liability 
In recent years, as the economy has faltered and banks have failed, merged and re-emerged, the fiduciary business with its annuity revenue stream seems
Play Ball! Estate Planning for Professional Athletes 1
Estate planning for professional athletes can be a whole different ballgame. For most clients, estate planning takes into account wealth that will be, or has been, accumulated over many years. It is the financial advisor's job to protect that wealth. The lawyer's job is to arrange for the orderly disposition of property after these clients die and to ensure that their families' needs will be met as far as those assets can possibly allow.
Play Ball! 
Estate planning for professional athletes can be a whole different ballgame
Practitioners Weigh In On 2 Percent Floor Debate 
With the Internal Revenue Service on the verge of issuing final regulations,
Knight's Decided. Now What? 
The U.S. Supreme Court's unanimous decision in Knight v. Commissioner1 on Jan. 16, 2008, appears to resolve a controversy that has been raging since the
On the Road

WealthManagement.com will be on the road at The Morningstar Investment Conference in Chicago, Illinois from June 12-14, 2013.  Keep up with all of the latest news and information from the conference.

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The world’s largest mutual company, Vanguard, is branching out—into coffee. The company stopped in New York on Monday as part of a multi-city national tour, bringing coffee to the masses....More
Jun. 17, 2013
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