Matthew G. Perlow

Tax, Trust, and Estate Planning

• Drafted trust and estate planning documents, including wills, revocable and irrevocable trusts, financial and medical durable powers of attorney, living wills, healthcare declarations, qualified spousal trusts, life insurance trusts, charitable remainder and lead trusts, family trusts, dynasty trusts, qualified personal residence trusts, discretionary trusts, generation-skipping trusts and asset protection trusts.
• Designed and implemented prenuptial and postnuptial agreements.

Estate and Trust Administration/Probate

• Counseled professional and nonprofessional administrators of trusts and estates on fiduciary duties.
• Assisted with probate and trust administration, fiduciary income tax returns and accountings.

Asset Protection

• Advised clients on asset-protection strategies, risk and exposure, both during life and after death using asset protection trusts, irrevocable trusts, limited liability companies, prenuptial and postnuptial agreements, and insurance planning.

Business/Corporate

• Prepared buy-sell agreements, family business plans, purchase and sale agreements, asset purchase agreements, stock purchase agreements and promissory notes.
• Developed and structured exit strategies that maximized client's goals and objectives.
• Helped clients devise practical and effective business succession plans.
• Formed entities, including limited liability companies, corporations and partnerships.

Litigation and Special Needs

• Represented clients in litigation on matters such as will and estate contests, breach of fiduciary duty, trust accountings, spousal claims, beneficiary rights, creditor claims and undue influence.
• Counseled clients on use of special needs trusts and guardianships and conservatorships, preparing special needs trusts, testamentary special needs trusts and other discretionary trusts.