Webinar 05.08.24
05.08
Matt guides clients through sophisticated estate planning matters, leveraging use of clients’ tax exemptions to maximize transfer tax opportunities, and advises fiduciaries and beneficiaries on complex trust administration and litigation matters.
Representative Experience
- Planned and developed multi-year strategy to transfer substantial portion of family-owned real estate business to generational trusts for family members; successfully defending strategy during IRS audit.
- Advised trustees and beneficiaries in twenty-year stale trust administration to achieve favorable tax results and minimizing interest and penalties.
- Advised and prepared litigation strategy for heir in billion dollar contested probate estate, resulting in substantial settlement award to client.
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- Reorganized multiple business entities holding California real estate to facilitate transfers to family members, preserving favorable California property tax base year values.
Professional Highlights
- Speaking Engagements
- Speaker, “Estate Planning for Blended Families: Minimizing Taxes and Estate Issues of Second Marriages,” Strafford, Webinar (May 8, 2024)
- Speaker, “U.S. Estate Tax on Equity Awards and Shares Held by Non-U.S. Citizens: Key Issues and Planning Considerations,” Strafford, Webinar (February 27, 2024)
- Speaker, “Overhauling Your Estate and Income Tax Planning Technique,” Chambers, Webinar (June 3, 2021)
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- Speaker, “Estate and Tax Planning Opportunities in a COVID-19 Economy," Pillsbury, Webinar (May 12, 2020)
- Publications
- The Legal 500: Private Client Comparative Guide, Authors: Jennifer Jordan McCall, Drew A. Reitz, Matthew Perotti, 2024.
Education
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LL.M., Taxation, Golden Gate University School of Law
J.D., Golden Gate University School of Law
Highest HonorsB.A., Public Administration, San Diego State University
Admissions
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California