Matthew R.
Case

Matt focuses his practice on estate planning, tax planning, and advising tax-exempt organizations, providing a comprehensive perspective on both personal and organizational tax strategy.

He counsels clients on the development of tax-efficient, asset-protective estate plans, often coordinating with multi-disciplinary advisory teams to implement tailored strategies. Matt prepares the full range of core estate planning documents, including revocable trusts, wills, and powers of attorney, as well as sophisticated irrevocable trusts designed for dynastic giving, estate and gift tax minimization, and life insurance planning. He also represents fiduciaries in the administration of trusts and estates, assisting with probate matters, ongoing trustee responsibilities, and trust and estate distributions.

Matt has significant experience structuring strategies to achieve advantageous estate tax, corporate income tax, transaction tax, and individual income tax outcomes at both the federal and state levels. He analyzes proposed corporate transactions and restructurings, applying the Internal Revenue Code, Treasury Regulations, case law, and private letter rulings to identify tax-efficient structures. His work includes evaluating mergers and acquisitions, stock and asset transactions, liquidation procedures, and corporate compensation arrangements. He also represents clients in IRS and state revenue department audits and disputes involving income tax and sales and use tax matters.