About Kathryn von Matthiessen
For ultra-high-net-worth individuals, Kathryn von Matthiessen offers sophisticated yet practical counsel on income and transfer tax optimization. She provides estate and business succession planning for domestic and international private clients, and has extensive experience in cross-border issues.
Expansive international private client background
Kathryn's international private client experience is particularly broad. For clients coming to the United States she provides pre-residency planning. For foreign families with US members, she uses a number of tools to facilitate tax-efficient wealth transfers to US family members while minimizing US gift and estate tax liability for foreign settlors. Kathryn also advises clients leaving the United States on outbound planning matters. For international clients everywhere, she helps to structure global succession plans and assists them in selecting appropriate jurisdictions.
Practice Focus
- Estate planning
- Tax planning
- Private client services
- Trust and estate administration
- Business succession planning
News
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February 2, 2021
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August 20, 2020
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July 9, 2020
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November 11, 2019
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May 2, 2018
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August 10, 2017
Publications
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January 15, 2021
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November 24, 2020
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March 23, 2020
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November 25, 2019
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December 4–7, 2018
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November 19, 2018
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February 28, 2018
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November 20, 2017
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Foreign Investment in US Real Estate: Structuring Techniques and Traps for the UnwaryNovember 3, 2016
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Presentations and Events
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SpeakerFebruary 5–7, 2020
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October 28, 2019
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ModeratorOctober 22, 2019
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Moderator | Good people, bad structures: new CFC rules and US tax reform - do you need to change anything?September 22–27, 2019
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PanelistJuly 18, 2019
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12th Annual ABA/IBA U.S. and Latin America Tax Practice Trends ConferenceCo-Chair | Roundtable Session, Wealth Management Workshop IIJune 12, 2019
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Panelist | On-Shore Planning – Off-Shore SolutionsMay 12–15, 2019
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Panelist | Interactive boardroom discussions: The times, they are a-changin’March 27–29, 2019
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Panelist | Hot topics: roundtableMarch 3–5, 2019
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