Matt is a trusted advisor on a broad range of estate and tax planning as well as tax-exempt matters.
Clients rely on Matt’s three decades of experience in estate and gift tax planning, along with the formation, compliance and administration of tax-exempt organizations. Matt counsels individuals, families and businesses across multiple industries on how to best secure their future. He also advises public and nonprofit entities – including the Saint Louis Art Museum – on foundations and related charitable activities. Matt’s guidance includes:
- Business succession planning
- Probate and trust administration
- Charitable planning
- Taxation of trusts and estates
Matt understands the available issues and options, enabling him to advocate efficiently and economically on clients’ behalf. He enjoys working with both long-standing and newly referred clients, collaborating with their financial advisors and professionals in other knowledge centers to secure clients’ future goals of security, growth and longevity.