Overview
Matthew Evans serves as a counselor to affluent families, professionals, and business owners who seek to safeguard and facilitate the transfer of wealth in a comprehensive and tax efficient manner. Matthew carefully navigates clients through an increasingly complex and dynamic planning environment with an individualized, deliberative approach that is premised on the understanding that each client’s goals are unique. Embracing a holistic and team-oriented approach, Matthew works closely with family members, key individuals, and other trusted professional advisors to design and implement strategies that appropriately balance the full range of each client’s lifetime and testamentary objectives.
Matthew’s practice focuses on multi-generational wealth and transfer tax planning, including income, gift, estate, and generation-skipping transfer taxation, as well as business succession and charitable planning. Matthew also represents fiduciaries in a variety of trust and estate administration matters, including the preparation of federal estate tax returns.
A seventh generation Floridian and graduate of Jesuit High School, Matthew resides in South Tampa with his wife and two children.
Honors
- American College of Trust and Estate Counsel, Florida Fellows Institute, Class V
- The Best Lawyers in America©: Ones to Watch (2021-2023)
- Florida Super Lawyers Rising Star (2019-2021)
- South Tampa Magazine, “Top 10 Under 40” (2020)
Credentials & Experience
Education
University of Tampa, B.A., 2006; magna cum laude
- Presidential Scholarship recipient
Florida State University College of Law, J.D., 2011; magna cum laude; Order of the Coif
- Florida State University Law Review, Articles Editor
University of Florida College of Law, LL.M., 2014
- Dorini Family Graduate Tax Scholarship recipient
Bar Admissions
Hillsborough County Bar Association
The Florida Bar: Real Property, Probate, and Trust Law Section; Tax Section
Court Admissions
- All Florida State Courts
- United States Court of Appeals for the Eleventh Circuit
- United States District Court for the Middle District of Florida
- United States District Court for the Southern District of Florida
Professional & Civic
Community & Professional
- Jesuit High School Bar Association
- Tampa Bay Estate Planning Council
- Seacoast Bank Community Advisory Board
- Johns Hopkins All Children’s Foundation Guild, Tampa Chapter: Past President
- Palma Ceia Golf & Country Club
- Tampa Yacht & Country Club
- Tampa Bay History Center, Marketing & Visitor Services Committee