TBBW Exclusive: OLDER LUNDY expands estate and tax planning group with leader for high-net-worth practice

September 6, 2023

OLDER LUNDY has added Matthew Evans to its firm as leader of the high-net-worth estate and tax planning practice.

“The demand [for high-net-worth expertise] has increased significantly in recent years as individuals, and families, have benefitted from the extraordinary economic growth we have seen nationwide and, especially, in Florida,” explains Michael Lundy, founding and managing partner at OLDER LUNDY. “This certainly has been building over time but the rate of increase seems to have been particularly noticeable in the Tampa Bay area because not only have our local businesses generally performed exceptionally well but also, we have seen high-net-worth individuals relocating to Florida at an exceptional rate since early 2020.”

Evans has practiced estate and tax law for more than a decade. He previously was a partner at Barnett, Bolt, Kirkwood, Long, Koche & Foster, and later he served as senior counsel with Hill Ward Henderson, according to a statement.

His areas of expertise include business succession planning, charitable giving, multi-generational wealth and transfer tax planning, which includes income, gift, estate and generation-skipping taxation.

“While our firm handles estate planning and probate matters of all shapes and sizes, we have particular expertise with ‘high-net clients,’ meaning those who have estates that are either currently subject to federal estate tax or likely will be in the future,” Lundy says. “Currently, the federal estate tax is imposed on estates in excess of approximately $13,000,000 per taxpayer (taking into account lifetime gifts), but this figure is scheduled to be reduced significantly in the coming years. Regardless of the size of one’s estate, our objective is to ensure the efficient, and practical, transmission of wealth from one generation to the next, both during life and upon death.”

Evans will be based at the firm’s headquarters, in Tampa.

To read the full article, click here.

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