Matthew A. Berlin

Matthew A. Berlin: Attorney with Rubin and Rudman LLP
  • Partner at Rubin and Rudman LLP
  • 53 State Street, 15th Floor, Boston, MA 02109
    View Matthew A. Berlin's office location
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Biography

Matthew Berlin, a member of Rubin and Rudman’s Executive Committee, focuses his practice on all aspects of estate planning, trust administration and related tax matters, including FATCA compliance and offshore informational reporting. Matthew's clients consist of individuals and families living throughout the U.S. and abroad, as well as the offshore and onshore entities they create or control to manage and pass on wealth.

Matthew advises on buy-sell agreements, insurance trusts, irrevocable defective grantor trusts, installment sales, charitable lead and remainder trusts, Grantor Retained Annuity Trusts (Walton GRATS), Qualified Personal Residence Trusts, and related techniques to reduce taxation and to ensure continuity in business planning and family control.

As a fiduciary for scores of trusts, estates and charitable foundations, Matthew has extensive experience managing and administering assets, including disposition of or investment in commercial and residential real estate, fine art, intellectual property and marketable securities. He provides legal counsel and representation in all phases of trust and estate administration and related tax reporting.

As a family and property lawyer, Matthew develops and drafts prenuptial agreements, co-tenancy agreements and domestic and business partnership agreements. He advises concerning the retention and disposition of family property, jointly acquired real estate and other joint enterprises involving the equitable division or shared use of property interests. Part of his practice also entails creation of conservation restrictions and agricultural easements to promote the conservation or preservation of rural agrarian traditions while reducing property and estate tax exposure and ensuring continued family ownership.

Matthew's probate practice includes litigation services in connection with proof of wills, reform and interpretation of testamentary and trust instruments, and undue influence or incompetency.

Additionally, Matthew is President and CEO of DeSoto Securities Company, a privately held company in Chicago, IL established in 1923. The Company operates a portfolio of securities for the benefit of a distinguished, high-net worth family.

Areas of Practice (2)

  • Trust and Estates
  • Corporate, Business and Tax

Education & Credentials

Contact Information:
(617) 330-7177  Phone
(617) 330-7550  Fax
www.rubinrudman.com/team-item/matthew-a-berlin/#.VAYZnWMmU7s
University Attended:
Harvard University, B.A., 1989
Law School Attended:
University of Oregon, J.D., 1993
Year of First Admission:
1994
Admission:
Massachusetts; United States Court of Appeals for the First Circuit; District of Columbia; United States District Court for Massachusetts
Memberships:

Professional and Community Involvements

•Massachusetts Bar Association - Current Member
•Right Turn, a treatment and extended care program for addiction - Member, Board of Directors (2007-2016)
•Accomplished jazz and roots musician. Some of Matthew's music projects include:
•Louie Bluie Music & Arts Festival and Sweet Old Song, a documentary film by Leah Mahan Productions: Sweet Old Song
•Jim Kweskin - Link to site and discography; Hokum Heroes; Busted Jug Band; and Racky Thomas Band
• A Family Affair: Preserving and Passing on Summer Houses. Harvard Magazine feature on succession planning for family vacation homes (March/April 2007)

Birth Information:
Boston, Massachusetts, 1966
ISLN:
900360228

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Boston, Massachusetts

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