About Matthew
Matthew H. Kamens: Comprehensive Estate Planning and Trust Services in Philadelphia
Matthew H. Kamens is a seasoned legal professional dedicated to providing sophisticated estate planning and wealth management solutions to individuals and families in the Philadelphia area. With over 15 years of experience as senior counsel in the Business Law Department of a prominent Philadelphia firm, Mr. Kamens offers unparalleled expertise in trusts, estates, business planning, and complex estate administration. He’s committed to protecting your legacy and ensuring your assets are distributed according to your wishes, with a focus on minimizing tax liabilities and providing long-term financial security.
Mr. Kamens’ deep understanding of life insurance and its strategic integration into estate plans sets him apart. He expertly structures life insurance policies to maximize their value as part of a comprehensive estate plan, offering clients creative solutions for wealth transfer and legacy preservation. His extensive experience includes acting as trustee for numerous significant trusts, managing both liquid and non-liquid assets, and overseeing real estate holdings. This hands-on experience allows him to provide clients with truly tailored advice and proactive management of their assets.
Beyond his specialized legal expertise, Mr. Kamens is actively engaged in the Philadelphia community, demonstrating a strong commitment to civic leadership. He currently serves on the board of directors of the Jones Group, Inc., a testament to his business acumen and strategic thinking. His previous board leadership roles at the National Museum of American Jewish History (co-chairman of the board of trustees), the Federation Endowments Corporation (vice president and member of the board of directors and executive committee), and the Jewish Federation of Greater Philadelphia (member of the board of directors and board of trustees) underscore his dedication to philanthropic endeavors and community development.
Mr. Kamens’ academic background reflects his rigorous legal training. He earned a cum laude undergraduate degree from Franklin and Marshall College and a law degree, with honors, from Columbia University School of Law. These prestigious credentials, combined with his extensive practical experience, make him a trusted advisor and a powerful advocate for his clients.
Key Areas of Practice:
Estate Planning: Mr. Kamens designs comprehensive estate plans that address your unique needs and goals, including wills, trusts, and sophisticated estate planning techniques to minimize estate taxes and ensure your assets are distributed according to your instructions. He specializes in creating customized solutions for complex estates, including those involving significant assets, multiple beneficiaries, and sophisticated investment strategies.
Trust Administration: Mr. Kamens expertly manages trust administration, navigating complex legal procedures, ensuring compliance with regulatory requirements, and safeguarding the assets held within the trust. His experience covers a wide range of trust types, from revocable to irrevocable trusts, and includes all aspects of asset valuation, tax compliance, and reporting.
Business Planning: Mr. Kamens assists business owners in developing business succession plans, ensuring a smooth transition of ownership and protecting the value of their businesses. He utilizes strategic planning techniques to optimize business operations and minimize tax liabilities.
Wealth Management: Through his estate planning and trust administration services, Mr. Kamens provides comprehensive wealth management solutions, helping clients preserve and grow their assets over the long term.
Insurance Planning: Mr. Kamens leverages his expertise in life insurance to create integrated estate plans, utilizing life insurance to cover estate taxes, provide liquidity for beneficiaries, and ultimately, protect your legacy.
Real Estate Planning: He assists clients with structuring real estate holdings within their estate plans, incorporating real estate assets into trusts and other estate planning vehicles to maximize tax efficiency and facilitate asset transfer.
Succession Planning: Mr. Kamens helps business owners and families develop comprehensive succession plans, ensuring a seamless transfer of ownership and management responsibilities within their companies or family businesses.
Special Focus Areas:
Estate Planning: Providing bespoke estate planning solutions to preserve and protect your family wealth.
Insurance Planning: Strategically utilizing life insurance to achieve estate planning goals.
Real Estate: Managing and structuring real estate assets within estate plans.
Succession Planning: Developing comprehensive succession plans for businesses and families.
Wealth Management: Providing expert guidance on all aspects of wealth preservation and growth.
Awards & Recognition:
Recognized in Best Attorney USA since 1993 for his exceptional expertise in Trusts and Estates.
Education & Credentials:
- Franklin and Marshall College, cum laude
- Columbia University School of Law, law degree, with honors
- Bar Admissions: Pennsylvania (Active)
Contact Information:
Matthew H. Kamens
Philadelphia, Pennsylvania
To schedule a consultation and discuss your estate planning needs, please contact Mr. Kamens directly. He is committed to providing personalized attention and developing solutions tailored to your unique circumstances. Contact us today to learn more about how we can help you secure your family’s future.
