Matthew S. Phillips

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Matthew S. Phillips

Fax: (847) 562-1422

Matt concentrates his practice in the areas of estate and gift tax planning; probate, trust and estate administration; estate and gift tax compliance; tax law; and charitable planning. He is a member of the Chicago Bar Association, Illinois State Bar Association, Wisconsin State Bar Association and the Lake County Estate Planning Council.

Matt graduated cum laude from the University of Wisconsin – Green Bay and the University of Wisconsin Law School. Before joining Strauss Malk & Feder LLP, Matt worked as a CPA with national accounting firms.

Matt authored "Estate Planning for International Clients," and "Coordinating Charitable Trusts and Private Foundations for the Business Owner: Complying with UBIT and Self-Dealing Rules," in The Tax Adviser Magazine.

Education

  • University of Wisconsin Law School, J.D. (2009)
  • University of Wisconsin – Green Bay, B.B.A. Accounting & Finance (2006), cum laude

Licensed to Practice

  • Illinois
  • Wisconsin

Associations

  • Chicago Bar Association
  • Illinois State Bar Association
  • Wisconsin State Bar Association
  • Lake County Estate Planning Council

Publications

"Estate Planning for International Clients," The Tax Adviser Magazine (April 2012).

"Coordinating Charitable Trusts and Private Foundations for the Business Owner: Complying with UBIT and Self-Dealing Rules," The Tax Adviser Magazine (April 2014).

News & Articles

Benjamin will present on the topic of “Promissory Notes – Everybody is Doing Them, But are They Doing Them Correctly? Opportunities to Maximize Related Planning Benefits and Minimize Corresponding Risks.” Location: Live Webcast – Regi… Read More
Very proud of Benjamin N. Feder and Rebecca A. Levin for the great work they did on their article regarding No Contest Provisions. Check out the article HERE Read More
When transactions (either gifts or sales) between family members, or trusts for the benefit of family members, are entered into the government requires a minimum interest rate to avoid treating the interest component of the transaction as a gift (oft… Read More

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