Matt Stevens is a tax and estate planning attorney, guiding high net worth individuals and families toward their tax and wealth transfer objectives. Matt collaborates closely with his clients to craft and execute practical, tax-efficient strategies tailored to their unique financial, charitable and business succession goals.
Matt focuses his practice on comprehensive estate planning, covering a broad spectrum of areas, including federal estate, gift and generation-skipping transfer taxes. He designs, implements and administers estate plans tailored to achieve his clients’ financial and personal goals, while strategically minimizing tax liabilities.
Known for his collaborative approach, Matt frequently partners with his clients’ family offices, corporate trustees, individual trustees, private trust companies and other advisors to provide holistic solutions. As a trusted advisor, he often serves as primary counsel for his clients, working closely with other BakerHostetler attorneys to adeptly navigate a diverse range of legal landscapes, such as corporate and real estate matters, ensuring every aspect of his clients' needs are thoroughly addressed.
Matt also focuses on tax controversy matters, skillfully managing IRS and state tax audits. In addition, he frequently prepares highly intricate gift and estate tax returns, demonstrating his commitment to meticulous attention to detail in all aspects of his practice.