Matthew Palma

Broad and Cassel

Palma primarily focuses his practice in the areas of estate planning, trusts, estate and tax matters. He is well-versed and fully prepared to advise clients on the following matters: asset protection; revocable living trusts; estate tax marital deduction planning and credit shelter trusts; irrevocable life insurance trusts for disposition of insurance proceeds; charitable trusts to minimize income or estate tax liabilities; gifting to trusts; preparation and review of corporate shareholder agreements, partnership agreements and limited liability company operating agreements; last wills and testaments, living wills, health care surrogate designations and durable powers of attorney; probate administration and trust administration.

Unfortunately, disputes sometimes arise during probate and trust administration. Palma is fully prepared to advise in all areas of probate and trust litigation, including: will contests; trusts contests; claims of undue influence; claims of lack of capacity; probate accountings; trust accountings; actions brought against personal representatives; actions brought against trustees; federal and state tax litigation, including tax appropriation issues; and creditor claim actions.

Palma is an active member of various professional and community organizations. He is a member of the board of directors for Dave’s House, Inc., a non-profit charitable organization dedicated to permanent supportive housing for homeless individuals with mental illness.

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