Kevin Matz & Associates PLLC Information

Our Firm Kevin Matz & Associates PLLC assists high net-worth individuals and families with the accumulation, management, and transfer of personal wealth. We often advise in multigenerational family situations and help clients to develop and implement an overall estate plan that allows an orderly and tax-efficient transfer of assets. We also provide estate and trust administration services and advise on post-mortem tax planning. In addition, we prepare income, estate, and gift tax returns. We have extensive experience in the legal representation of real estate entrepreneurs, managers of private investment funds, and high-profile professional athletes, among others. We also work closely with the clients' professional advisors – trust officers, investment advisors, accountants, insurance planners – on managing and transferring assets. We also advise the financial institutions that serve these clients in a fiduciary capacity. Our services include: • Tax & Estate Planning • Trust and Estate Administration & Dispute Resolution, including Litigation • Business Counseling • Compensation and Retirement Planning, both Domestic and International • Charitable Organizations • Fiduciary Services • Tax Return Preparation We have offices at the following locations: White Plains, New York: 50 Main Street, Suite 230 White Plains, NY 10606 ph: (914) 682-6884 fax: (914) 287-0702 Midtown Manhattan (new address as of March 1, 2013): 340 Madison Avenue, 19th Floor New York, NY 10173