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.
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)
You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.