OLDER LUNDY Expands Estate and Tax Planning Group with New Head of their High-Net Worth Practice Area

September 6, 2023

For Immediate Release:

Tampa, FL, September 5, 2023 – OLDER LUNDY announced that Matthew Evans, JD, LLM will be joining the firm to lead their high-net worth estate and tax planning practice. Evans will be based at the firm’s headquarters, at 1000 W. Cass Street, Tampa.

Evans has practiced exclusively in estate and tax law for over a decade, formerly a partner at Barnett, Bolt, Kirkwood, Long, Koche & Foster, and he later served as Senior Counsel with Hill Ward Henderson. His areas of expertise include business succession planning, charitable giving, and multi-generational wealth and transfer tax planning, which includes income, gift, estate, and generation-skipping taxation.

“With the extreme economic growth seen over the past decade in Tampa, combined with the continuous expansion of our firm, creating a focused practice group for our high-net-worth clients was a natural progression. Matt’s decision to join our team is not only an honor, but also it enables us to provide a new array of much needed and valuable services to many of our clients. We are seizing another rare opportunity to build something that many law firms are simply lacking, and what Matt brings to our team will no doubt make a huge impact on our ability to deliver the very best service and expertise to our clients,” said Michael Lundy, founding and managing partner of OLDER LUNDY.

Evans is a recognized Super Lawyer ® and has been named to the Best Lawyers in America®. He earned his J.D., magna cum laude, from Florida State University College of Law, and his LL.M. from the University of Florida College of Law. He received his undergraduate degree magna cum laude from the University of Tampa.

On joining the firm, Evans said, “I have built a career working with affluent families, professionals, and business owners seeking to find creative and long-term solutions to safeguard their wealth and transfer it to their loved ones in the most tax efficient manner. Consistent with the reputation and culture Older Lundy has built, I do not take a one-size-fits-all approach to serving my clients, but providing the very best service is always paramount. I took this decision very seriously and I know it was the right one. I look forward to working alongside likeminded professionals who are committed to the same professional values — delivering exceptional personal service and understanding the unique needs of each individual client.”

For legal expert questions and/or interview requests on relevant news stories, please contact Monica Angel at 813.560.1872 Mr. Evan’s and other OLDER LUNDY attorneys are experienced with on-air interviews and can typically be available on short notice for interviews in-studio or in our office. Pre-submission of interview questions is preferred to comply with Florida Bar rules and regulations. OLDER LUNDY, Attorneys at Law, headquartered in Tampa since 2003, is a multi-specialty law firm that aims to serve almost any individual’s or business’s legal needs. The firm currently has four offices in the Tampa Bay Area and has plans for expansion into other areas throughout Florida.

Contact: Monica Angel, Chief Strategy Officer,
813.560.1872, mangel@olderlundylaw.com, olderlundylaw.com

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