Kevin Matz

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
A View from the Audience at Heckerling: Part V
The 49th Annual Heckerling Institute on Estate Planning always presents an opportunity for crystal ball gazing, and the principal fodder for such prognostication can include the Obama Administration’s “Greenbook proposals.
A View from the Audience at Heckerling: Part IV
Under the heading of income taxes, there’s is a significant open question concerning how a trust can materially participate in passive activities and thereby avoid the 3.8 percent surcharge on net investment income under IRC Section 1411.
A View from the Audience at Heckerling: Part III
Income tax was a hot topic at this year’s 49th Annual Heckerling Institute on Estate Planning, and considerable attention was devoted to recent IRS guidance on an income tax issue specific to trusts and estates.
A View from the Audience at Heckerling: Part II
The Tax Court filings that generated the most buzz at this year’s 49th Annual Heckerling Institute on Estate Planning involve two related pending cases in which the Internal Revenue Service has challenged a defined value clause sale to a grantor trust in exchange for a promissory note.
A View from the Audience at Heckerling: Part I
The consensus at this year’s conference was that for all but the top 2 percent of U.S. taxpayers, the most vital functions of the estate planner are to implement the client’s dispositive objectives, consider ways to minimize state estate taxes and maximize opportunities to save income taxes.
To Live and Die in New York 
On April 1, 2014, Governor Andrew Cuomo signed into law as part of the New York State Executive Budget what might appear at first blush to constitute sweeping changes affecting estate planning and trusts.
Change on the Horizon for 2015?
The consensus at 48th Annual Heckerling Institute on Estate Planning was that because 2014 is an election year, there’s unlikely to be any major tax reform this year. The year 2015, however, could be a different story.
The Estate Planning World Has Been Turned Upside Down By ATRA 1
The recently concluded 48th Annual Heckerling Institute on Estate Planning posed more questions than answers and challenged estate planners to take a fresh look at the role of income tax (and income tax basis) planning in advising our clients.
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
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