Matthew R. Hillery: Lawyer with Edwards Wildman Palmer LLP

Matthew R. Hillery

Partner
Boston,  MA  U.S.A.
Phone617-239-0289

Peer Rating
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Client Rating

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Experience & Credentials
 

Practice Areas

  • Private Client
  • Private Equity
  • Venture Capital
  • Tax-Exempt Organizations
  • Educational Institutions
  • Healthcare
 
University Harvard College, B.A., magna cum laude, 2000
 
Law SchoolHarvard Law School, J.D., cum laude, 2004
 
Admitted2004, Massachusetts
 
Memberships 

Membership

Boston Bar Association (Past Co-Chair of the Trust & Estate Section's Practice Fundamentals Commitee and Public Policy Committee)
Planned Giving Group of New England
Boston Estate Planning Council
Trusts & Estates Consortium

 
Biography

Matthew R. Hillery concentrates his practice on estate planning for high net worth individuals and families, trust and estate administration, the formation and operation of nonprofit charitable organizations, and issues relating to charitable giving. Matt has advised individual clients on trusts and estates and tax planning matters both in the United States and abroad, including business owners, investors, professional athletes and trust beneficiaries, and also has represented large banks and trust companies serving as fiduciaries. He has formed a variety of charitable organizations, and has advised nonprofits on governance and fundraising issues. Matt also has experience with the preparation of charitable gift planning instruments for institutional and individual clients.

•Works with families to produce estate plans that optimize tax planning but also accomplish their non-tax goals, including asset preservation and family business succession.

•Prepares sophisticated giving strategies designed to leverage clients' available credits and exemptions from federal estate, gift and generation-skipping transfer taxes, including grantor retained annuity trusts, qualified personal residence trusts, charitable lead trusts, and sales to intentionally defective grantor trusts.

•Advises international clients with U.S. ties and U.S. citizens living abroad on the application of U.S. income and wealth transfer taxes to them.

•Advises a national donor advised fund on all aspects of its operation and administration, including corporate governance and management, call center operation, gift processing and donation management, planned giving, customized grant making, marketing, and private label products.

•Formed nonprofit a public charity to support educational opportunities that could not otherwise be
funded by the school budget.

•Represented clients in audits of gift tax returns by the Internal Revenue Service.

Before Edwards Wildman

Prior to attending law school, Matt worked as a teacher at an international school in Cairo, Egypt. While in law school, he was a research assistant for a professor and served on the articles selection committee for the Harvard Journal of Law and Public Policy.

Besides Edwards Wildman

Outside of the office, Matt enjoys spending time with his wife and their three children and is trying to develop his skills as an assistant soccer coach in his town. He also is a frequent writer and speaker on trusts & estates and charitable issues, and served for five years on the Steering Committee for the Boston Bar Association's Trusts & Estates Section.

 
ISLN918083348
 
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Office Information

Matthew R. Hillery

111 Huntington Avenue
BostonMA 02199-7613




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