Matthew R. Kain

Matt Kain is a trusted advisor to families seeking advice on complex estate planning, trust and estate administration, and charitable planning matters. Matt also leads the firm’s efforts representing nonprofit organizations with respect to formation, tax compliance, and governance.

As a North Carolina Board Certified Specialist in Estate Planning and Probate Law, Matt has substantial experience helping high-net-worth families and closely-held business owners achieve their estate, tax, business, and charitable planning objectives. Understanding that each family’s situation is unique, Matt works diligently to understand a client’s goals and to develop creative and customized solutions.

Matt has significant experience representing and advising clients with the development, implementation, and administration of sophisticated wealth transfer techniques that minimize estate, gift, generation-skipping, and/or income taxes, including irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), spousal lifetime access trusts (SLATs), GST dynasty trusts, sales/gifts to grantor trusts, family limited partnerships, family limited liability companies, and charitable trusts.

Matt also provides advice and counsel to clients involved in specialized situations such as judicial and non-judicial modifications of irrevocable trusts, irrevocable trust “decantings,” tailored estate planning for non-U.S. citizens and non-resident aliens, insurance planning, charitable planning, premarital planning, and special needs beneficiaries.