Matthew Berlin Bio

Matthew Berlin (he/him/his) focuses his practice on all aspects of estate planning, trust administration and related tax matters, including FATCA compliance and offshore informational reporting. Matthew’s clients consist of individuals and families living throughout the U.S. and abroad, as well as the offshore and onshore entities they create or control to manage and pass on wealth. Matthew advises on buy-sell agreements, insurance trusts, irrevocable defective grantor trusts, installment sales, charitable lead and remainder trusts, Grantor Retained Annuity Trusts (Walton GRATS), Qualified Personal Residence Trusts, and related techniques to reduce taxation and to ensure continuity in business planning and family control. As a fiduciary for scores of trusts, estates and charitable foundations, Matthew has extensive experience managing and administering assets, including disposition of or investment in commercial and residential real estate, fine art, intellectual property and marketable securities. He provides legal counsel and representation in all phases of trust and estate administration and related tax reporting.