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

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.

You May Also Like

Wade Boggs, Lou Piniella and Gary Sheffield to headline annual Baseball, Bourbon and Cigar Event

The Florida Sports Hall of Fame will hold its annual Baseball, Bourbon and Cigars event, on March 20, from 6:30 p.m. to 9:30 p.m., at the JC Newman Cigar Co.,

Scenes from CEO Connect with Brian Stamey and Chad Masters, with IDC (PHOTOS) (VIDEO)

Tampa Bay Business and Wealth held its February CEO Connect, at Zoo Tampa, featuring Brian Stamey and Chad Masters, of International Diamond Center. Presenting sponsors included Shumaker, William Stanley CFO,

Bilkul Football WBA, owned by Tampa’s Patel family, reaches agreement for West Bromwich Albion takeover

Bilkul Football WBA, a company ultimately owned by Florida-based entrepreneur Shilen Patel and his father, Dr Kiran C. Patel, has reached an agreement to acquire an 87.8% shareholding in West

Mainsail Lodging & Development names CFO

Mainsail Lodging & Development has announced changes to its executive leadership team with the appointment of Lisa Conner as chief financial officer. Conner has more than 10 years of experience

Other Posts

Two Tampa Bay area counties see the highest wealth increase in Florida

A new study from SmartAsset analyzed the places in Florida which have experienced the most wealth generation, over the last ten years. The study measures growth across median income, home

Regions launches new program to help women with finances

Regions has launched Women + Wealth, a program that “combines unique events and fresh insights with one-on-one guidance from a team of professionals to further support and empower women as

So, you’ve signed a prenuptial agreement …. What next?

By Ky Koch, B.C.S., Board Certified Specialist in Marital and Family Law, Partner, OLDER LUNDY KOCH & MARTINO The negotiation, and drafting, of a Prenuptial Agreement is always quite complex.

Older Lundy opens fifth office in downtown St. Petersburg

Older Lundy has opened the firm’s fifth office, in downtown St. Petersburg, through the acquisition of Heller Law, a business and commercial litigation law firm. Sam Heller, managing and founding