Kevin Matz

Partner and Family Office Industry Group Co-Leader

As a trusted adviser to clients with significant wealth, Kevin Matz, Partner at ArentFox Schiff focuses on domestic and international estate and tax planning, estate administration, and related litigation.

Kevin Matz Portrait

Kevin counsels clients on wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning and tax return preparation; charitable gift planning; probate proceedings and estate administration; and associated litigation as well as corporate counseling.

Kevin often serves as outside general counsel to his high net worth clients and their family offices, and melds a unique combination of technical and practical excellence with outstanding skills as both a communicator and empathic listener.

Kevin has advised clients on entity and succession planning, including use of family limited partnerships, use of grantor retained annuity trusts, transfers to irrevocable trusts involving complex valuations, qualified personal residence trusts, irrevocable life insurance trusts, and the use of charitable remainder trusts, charitable lead trusts, and private foundations to further family planning and philanthropic objectives.

Kevin is a Fellow of the American College of Trust and Estate Counsel (ACTEC), for which he currently chairs its Business Planning Committee, and also a certified public accountant. Kevin is also currently the chair of the New York City Bar Association’s Estate and Gift Taxation Committee, and a former co-chair of the Taxation Committee of the New York State Bar Association’s Trusts and Estates Law Section. A frequent speaker and author, Kevin presents at national industry conferences on the use of leveraged transfer techniques and estate planning for groups ranging from private equity fund managers and real estate investors to professional athletes and creative artists. Highly regarded by peers and clients, Kevin is ranked among industry leaders in the 2020 - 2023 Chambers High Net Worth guides, and was the Honoree at the UJA-Federation of New York Trusts and Estates Annual Event in June 2023 in recognition of his professional and philanthropic achievements and leadership.

In addition, Kevin is a recognized national leader in the area of qualified opportunity zone (QOZ) funds, and in July 2019 testified on ACTEC’s behalf before the U.S. Department of Treasury concerning the proposed regulations on qualified opportunity funds. Kevin has also presented on QOZ funds, and their estate planning considerations, at several national conferences including the renowned Heckerling Institute on Estate Planning and the Notre Dame Tax and Estate Planning Institute.

Publications, Presentations & Recognitions

Publications

Kevin has authored a number of articles on estate and tax planning and estate administration. He has co-authored two estate planning treatises: Manning on Estate Planning (Practising Law Institute, 2014) and Estate Planning for Professionals – Understanding What is Needed for Estates of Any Size (Cannon Financial Institute, 2009). Select publications include:

  • “Bad-Facts Family Limited Partnership Causes Estate Tax Inclusion,” Wealth Management (Oct. 9, 2024)
  • “AI in Family Offices: The Risks of Relying on AI for Decision-Making and Client Services,” The National Law Review (Aug. 6,  2024) 
  • “AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility,” Wealth Management (Jun. 24,  2024)
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Presentations

  • “Recent Developments Affecting Estate Planning,” NYSSCPA 2024 Annual Private Wealth Conference, New York (Dec. 12, 2024) 
  • “Estate Planning for Private Investment Fund Managers,” NYSSCPA 2024 Annual Estate Planning Conference, Webinar (May 23, 2024)
  • Highlights of the 2024 Heckerling Institute on Estate Planning Tech Session Webinar,” NYSSCPA, Webinar (Feb. 16, 2024)
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Recognitions

  • The Best Lawyers in America, Best Lawyers (2020-2024)
  • Chambers High Net Worth – Private Wealth Law, New York (2020-2024); Private Wealth Law: Eastern Region, USA (2023-2024)
  • New York Metro Super Lawyers, Thomson Reuters (2021)
  • Top 25 Opportunity Zone Influencers, Opportunity Zone Magazine (2019-2021)

Boards, Memberships & Certifications

  • American College of Trust and Estate Counsel (ACTEC), Fellow, Program Committee (2023)
  • UJA Federation of New York, Trusts and Estates Lawyers Group, Chair (2019-Present)
  • Foundation for Accounting Education (FAE), NYSSCPA, Trustee (2015-Present)
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Previous Work

  • Hon. Joanna Seybert, U.S. District Court for the Eastern District of New York, Law Clerk
  • Hon. John M. Cannella, U.S. District Court for the Southern District of New York, Law Clerk