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Matthew Hillery

Matt Hillery is a trusts & estates lawyer. His practice focuses on estate and tax planning for wealthy individuals and families, trust and estate administration, the formation and operation of nonprofit charitable organizations and issues relating to charitable giving.

He works with families to produce estate plans that both optimize tax planning and accomplish non-tax family goals, including asset preservation and family business succession.

Matt advises individual clients on trusts and estates and tax planning matters both in the United States and abroad. These clients include business owners, investors, professionals and trust beneficiaries, as well as large banks and trust companies serving as fiduciaries.

He also counsels foreign-born individuals who immigrate to or invest in the United States, as well as Americans who reside outside the country, helping these clients to deal with U.S. tax and estate issues that apply to them.

With respect to charitable giving, Matt advises institutional and individual clients on charitable gift planning strategies. He forms a variety of charitable organizations, and advises nonprofits on governance and planned giving issues.

Taxpayers Who Took Required Minimum Distributions in 2020 May Be Able to Return Them To A Retirement Account

The IRS recently released Notice 2020-51, which provides further taxpayer-friendly guidance for the treatment of required minimum distributions paid from retirement accounts in 2020. 

Relief for Some Non-Resident Aliens Stranded in the U.S. Due to the Coronavirus Outbreak

The Internal Revenue Service recently released guidance that may help to prevent some non-resident alien individuals from becoming subject to U.S. tax on their global income due to the COVID-19 pandemic.