Kevin Matz, Esq., CPA, LLM (taxation), is a partner in the Private Clients, Trusts and Estates Department at the national law firm of ArentFox Schiff LLP, based in its New York City office, where he co-chairs its Family Office Group.  Kevin’s practice is principally devoted to domestic and international estate and tax planning, family office services, estate administration and related litigation. Kevin earned his BS in Accounting from Lehman College (CUNY), his JD from Fordham University School of Law (where he was a Notes & Articles Editor of the Fordham Law Review) and his LLM in Taxation from New York University School of Law. Kevin is currently President of the NYCPA, and is a former chair of both its Estate Planning Committee and its Trust and Estate Administration Committee, the current chair of both the FAE Curriculum Committee and of the NYCPA Professional Liability Insurance Committee, and a past President of the FAE Board of Trustees.  In addition, Kevin is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), in which connection he is a past Chair of ACTEC’s Business Planning Committee, the current Vice-Chair of its Washington Affairs Committee and a member of ACTEC’s Board of Regents. Kevin is also currently the Treasurer of the Trusts and Estates Law Section of the New York State Bar Association, and the past Chair of the UJA-Federation of New York’s Trusts and Estates Group (for which he was its Honoree at its 2023 Annual Event). Kevin may be contacted at 914-380-2140 or kevin.matz@afslaw.com.

Wealth planning and preservation are central to Todd’s practice. He specializes in safeguarding and transitioning clients’ assets for future generations in a tax efficient manner by implementing vehicles such as Sales to Grantor Trusts, Grantor Retained Annuity Trusts (GRATs), Carried Interest Transfer techniques, Family Limited Partnerships, and Preferred “Freeze” Partnerships. With experience in investment structures, Todd assists national and international families and family offices in navigating complex transfer tax issues. With a particular focus on navigating complex estate and gift tax pitfalls under Chapter 14 of the Internal Revenue Code, he creates wealth transfer structures that are designed to preserve assets for families for multiple generations to come. Todd is committed to educating future generations about wealth preservation and its empowering effects on families. By creating efficient structures and providing insights into non-tax aspects of engagement by family members at different generations, he enables his clients to preserve family wealth while supporting their endeavors at multiple generations.

Before joining ArentFox Schiff, Tracy was a financial advisor with a registered investment advisory firm. Drawing on this experience, she understands how the estate plan fits within a client’s overall financial strategy. She was also an associate in the New York office of an elite international law firm. Tracy is a decorated combat veteran as well, serving five years in the United States Army.

Elisa Shevlin Rizzo is the Regional Chief Fiduciary Officer for the East Region of The Northern Trust Company. In that role, she oversees the delivery of fiduciary and advisory services by trust professionals along the East Coast and Florida and provides guidance and advice on fiduciary questions, risk management, trust administration and best practices. Elisa joined Northern Trust in 2017 as Senior Legal Counsel and Senior Fiduciary Officer for the Northeast and has also served as the Regional Chief Fiduciary Officer for The Northern Trust Company of Delaware. Previously, she was Managing Director, Trust Counsel and Director of Estate Administration at Fiduciary Trust Company International. Earlier in her career, Elisa was Counsel at Cummings & Lockwood LLC in Stamford, CT and an associate with Cadwalader, Wickersham & Taft in New York City.

Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of La

Julie Min Chayet, Managing Director, Wealth Director, collaborates with individuals, families, and their advisors to develop investment and wealth management plans. Julie has more than twenty-five years’ experience structuring solutions in estate planning, philanthropy, credit and lending, real property, elder care, business succession planning, family governance, and multi-generational asset management and wealth transfer. Before re-joining Fiduciary Trust International in 2022, Julie served as managing director of Bank of America Private Bank. During her tenure, she spent four years as head of the trust department for Bank of America subsidiary U.S. Trust,supervising trust officers serving clients across Connecticut, Upstate New York, and Long Island. She previously worked at Fiduciary Trust International as a New York-based managing director for 10 years, providing counsel on complex trusts and estates and serving on the firm’s audit, investment, and risk management committees. Prior to that, Julie practiced law in both New York and Connecticut. She has served on the board of directors of the New York City Estate Planning Council, acted as president of the Fordham Law School Connecticut Alumni Chapter, and in 2021, she was named one of the Outstanding Women in Law honorees by Hofstra University’s Maurice A. Deane School of Law. Julie is an active member of the trusts and estates committees of the New York State Bar Association and National Asian Pacific American BarAssociation, as well as its New York and Connecticut affiliates. Julie earned her juris doctor from Fordham University, received her master of public policy administrationfrom Columbia University, and holds a bachelor’s degree in political science and East Asian studies from Haverford College. She also served as president of the HaverfordCollege Alumni Association and received the William E. Sheppard Award for exemplary alumni service given to Haverford College. Julie is a member of the Wildlife Conservation Trust/Timber Owners of New England, a conservation organization in New Hampshire.