Practice Areas
Estates and Trusts, Business Transactions, Charitable Entities, Trust and Estates Litigation
Legal Experience
Matt's practice focuses on all aspects of estate planning. Most of his clients are associated with the technology industries,
real estate investments, or closely held businesses. From simple wills to complex trusts, he employs a wide array of estate
planning strategies to successfully maintain wealth within families across generations. These designs both manage tax exposure
and create structures to foster healthy family dynamics. In matters involving closely held businesses, Matt's extensive experience
enables him to create practical succession plans that reflect the goals and aspirations of the owners, minimize potential tax
liabilities, and identify and address issues before they become problems.
Matt represents non-profit organizations -- from formation, through application for tax-exempt status, to legal issues presented
by ongoing operations. Non-profit organizations not only face the typical array of issues faced by any business, but also confront
complexities arising from their charitable status. As an attorney who represents both for-profit and non-profit businesses, Matt
is well suited to address these concerns.
Matt selectively represents beneficiaries and fiduciaries when disputes arise in connection with wills and trusts.
Representative Matters
- Intergenerational dynastic trust planning for high net worth individuals designed to enhance the independence and self-sufficiency of successive generations
- Business succession plans involving creative solutions to complex familial and financial situations using a multi-disciplinary team approach
- Advising non-profits on securing and maintaining tax-exempt status
- Complex charitable split interest trusts
- Gifting strategies designed to minimize or eliminate gift taxes
- Entity planning through the use of LLCs and partnerships
- Design and implementation of complex split-interest residence and grantor-retained annuity trusts
- Mixed property will and revocable trust planning for US citizens and resident aliens
- Irrevocable lifetime grantor trust planning
- California estate planning and business issues
- Dispute resolution and litigation in connection with estates and trusts
Personal
When not hiking or cycling with his family, Matt enjoys film, chess and yoga. Matt and his family live in Woodinville. He and his wife have two children, a son in college and a daughter in high school.
Education
Stanford University School of Law, J.D.
University of California, Santa Barbara, B.A.
Memberships
Washington State Bar Association
California State Bar Association
King County Bar Association
East King County Estate Planning Council
Community Service
Hopelink, Board of Directors
Children's Hospital, Legacy Council
Volunteer consultant to various non-profit boards
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