matthew matt hillery lawyer estate planning high net worth individuals families trust estate administration formation operation nonprofit charitable organizations charitable giving

Matthew R. Hillery

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matthew matt hillery lawyer estate planning high net worth individuals families trust estate administration formation operation nonprofit charitable organizations charitable giving
Events

Speaker, "U.S. Tax and Estate Planning for Foreign Persons," Society of Financial Service Professionals

March 2017

As advisors, it is important to have a basic understanding of the different types of immigration status and the impact of this status with estate planning documents and the U.S. tax system.

Resources