Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

Join us on Wednesday, March 1, 2017

7:30 am to 9:30 am - Marriott Residence Inn/Needham, 80 B Street, Needham, Massachusetts

This is sponsored by:

Topic: U.S. Tax and Estate Planning for Foreign Persons

More often our clients are traveling and working overseas, owning property outside of the United States, and/or are non-citizens, hold dual citizenship or are married/in a relationship with someone who falls into one of these categories. As advisors we need 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.

 Come join us on Wednesday, March 1st, to learn about:

  • What needs to be included in a client’s basic estate planning documents?;
  • How does the U.S. taxation system (including income, estate, gift and generation skipping transfer tax) apply to the different types of immigration status?;
  • Special considerations and planning for the non-citizen spouse;
  • Special considerations for purchasing a home in the United States;
  • Planning with challenging assets, for example, foreign trusts, foreign accounts, controlled foreign corporations and foreign partnerships; and
  • What you need to know about expatriation

    This program discussion will be moderated by Michele B. Collins, JD

    Meet Our Speaker:

    Matthew R. Hillery, Esquire

    Matthew R. Hillery concentrates his practice on estate planning for high net worth individuals and families, trust and estate administration, the formation and operation of nonprofit charitable organizations and issues relating to charitable giving. A Director in the firm's Private Client group, Matt advises individual clients on trusts and estates and tax planning matters both in the United States and abroad, including business owners, investors, professionals and trust beneficiaries, and also has represented large banks and trust companies serving as fiduciaries. He has formed a variety of charitable organizations, and has advised nonprofits on governance and fundraising issues. Matt also has experience with the preparation of charitable gift planning instruments for institutional and individual clients.

    Representative Experience

    • Works with families to produce estate plans that optimize tax planning but also accomplish their non-tax goals, including asset preservation and family business succession.
    • 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, and sales to intentionally defective grantor trusts.
    • Advised 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.
    • Advised a national donor advised fund on all aspects of its operation and administration, including corporate governance and management, call center operation, gift processing and donation management, planned giving, customized grant making, marketing, and private label products.
    • Formed nonprofit a public charity to support educational opportunities that could not otherwise be funded by the school budget.
    • Represented clients in audits of gift tax returns by the Internal Revenue Service.

    Professional and Community Involvement

    • Member and Past Co-Chair of the Trust & Estate Section's Practice Fundamentals Committee and Public Policy Committee, Boston Bar Association
    • Member, Planned Giving Group of New England
    • Member, Boston Estate Planning Council
    • Member, Trusts & Estates Consortium
    • Member, Harvard Student Agencies Alumni Graduate Board
    • Member, Society of Trust and Estate Practitioners (STEP)

    Awards and Recognition

    • Named "Massachusetts Rising Star" by the National Law Journal, 2014
    • Massachusetts Super Lawyers Rising Stars, 2014-2016

    Boston Chapter of the Society of Financial Service Professionals

    Phone: 617.285.2845  Email:

    Boston FSP is a 501(c)6 non-profit organization.

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