About the Author

Matthew T. Lee

Vice President and Director, Wealth Strategies

As part of the Emerald Advisory Services™ team, Matt is responsible for developing customized wealth management strategies and financial plans for high-net-worth individuals, families, and business owners in the Tri-State area that includes New York City, Westchester, Long Island, Connecticut, and northern New Jersey. Matt works closely with clients and their advisors to develop financial and tax planning strategies to help clients meet their current needs and plan for their long-term objectives.

Prior to joining Wilmington Trust, Matt practiced law at Day Pitney LLP in New York City and at Nutter, McClennen & Fish LLP in Boston. In his role as an attorney, Matt represented domestic and international clients in the areas of income, estate, and gift tax, as well as succession planning. In addition, Matt was responsible for developing and implementing complex strategies, including dynasty and directed trusts, and planning through entity structuring. Matt also has significant experience assisting in the administration of charitable foundations and advising clients with respect to their philanthropic endeavors. Before his legal career, Matt worked for the Discovery Channel as a member of the advertising sales team in New York City.

Matt holds a JD from Northeastern University School of Law, where he was a member of the Law Journal, and is a graduate of Bowdoin College with a bachelor’s degree in history. He is a member of the New York State and New York City Bar Associations and previously held a leadership role with the Boston Philanthropic Advisors Roundtable in Boston. Matt is admitted to the practice of law in New York and Massachusetts.

By the Author

Year-End 2019: Top 5 Estate and Tax Planning Strategies

Matthew T. Lee |
Wealth Planning

As we come to the end of 2019, it is once again time to consider what, if any, tax planning should be considered before year end and what the next steps will be to implement these strategies.  While tax planning is important to consider throughout the year, a little extra time spent before December 31 can help optimize your tax positioning now and in the years ahead.