Matthew R. Hillery
Director
Boston
mhillery@goulstonstorrs.com+1 617 574 4048Matthew R. Hillery
Director, Boston
mhillery@goulstonstorrs.com+1 617 574 4048Related Expertise
Individuals and families trust Matthew Hillery’s careful guidance for preserving and transferring wealth. Matt advises clients on all aspects of estate planning, trust and estate administration, charitable nonprofit formation and operation, and all issues relating to charitable giving.
With a supportive style and practical approach, Matt works with clients to produce estate plans that optimize tax planning and accomplish non-tax family goals, including asset preservation and family business succession.
Matt advises clients both inside of the United States and abroad, helping business owners, investors, professionals, and trust beneficiaries, as well as large banks and trust companies serving as fiduciaries. Matt also counsels foreign-born individuals who immigrate to or invest in the United States, as well as Americans who reside outside the country, helping them 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.
Related Representative Matters
The Martin Richard Foundation in connection with the successful completion of Martin's Park, which supports the foundation's mission to help young people learn, grow, and lead through volunteerism and community engagement.
Prepares sophisticated giving strategies designed to leverage clients’ available credits and exemptions from federal estate, gift, and generation-skipping transfer taxes, including grantor retained annuity trusts, qualified personal residence trusts, charitable lead trusts, charitable remainder trusts, and sales to intentionally defective grantor trusts.
Clients on the transfer of interests in operating businesses, carried interests, and qualified small business stock, as well as the potential for deferral of estate tax on interests in closely-held businesses under section 6166 of the Internal Revenue Code.
Clients in connection with the trust modification, termination, and decanting of trusts.
Clients in audits of gift and estate tax returns by the Internal Revenue Service, and also in requests to abate penalties assessed.
International clients with U.S. ties and U.S. citizens living abroad on the application of U.S. income and wealth transfer taxes to them, including representing clients before the Internal Revenue Service in connection with previously unreported offshore income and assets.
Formed private foundations to be funded with restrictive stock.
Private foundations in connection with investments in partnership interests and other assets generating unrelated business taxable income.
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Accolades
- Named "Massachusetts Rising Star" by the National Law Journal, 2014
- Massachusetts Super Lawyers Rising Stars, 2014-2016
- Chambers High Net Worth (Band 1 Firm Ranking), 2017-2020
- Best Lawyers in America® (2023-2026): Trust and Estates
Affiliations
- Fellow, American College of Trust and Estate Counsel
- Member, Boston Probate & Estate Planning Forum
- Member, Boston Bar Association
- Member, Boston Estate Planning Council
- Member, Society of Trust and Estate Practitioners (STEP)
Admissions
- Massachusetts
Education
Harvard Law School ( J.D. , cum laude , 2004 )
Harvard College ( A.B. , magna cum laude , 2000 )