Matthew F. Erskine, Attorney
is an approachable, empathic estate and succession planning attorney who creatively & holistically solves families unique asset and estate needs.
He is the fourth generation of lawyers known for integrity and personal service. Matt concentrates on providing legal and fiduciary services for families with basic estates as well as real estate, unique assets, or a family business.
Unlike most trust and estate attorneys, Matt’s focus is ensuring financial security while preserving the ownership of unique—but often illiquid—assets for the client and family.
Learn more about Matt
Estate Planning & Execution
Sustaining family wealth and control over generations through estate, tax and elder care planning, risk management, estate and trust administration, bill paying, and hiring asset managers.
Unique Strategies for Unique Assets
Family business succession and unique assets planning through family office consulting, gifting art, family business & legacy real estate, and protecting nontraditional assets.
Financial Advisor Magazine| November 2024
Are Deferred Sale Trusts a Tax-Efficient Way To Defer Capital Gains?
Recently, a manager of a private equity fund mentioned that the seller of the business was complaining about the amount that the seller will have to pay in commissions, fees and capital gains taxes. The manager asked if I knew of a way of selling a business to a trust with an installment sale and having the trust sell the business and reinvest the proceeds to generate a yield higher than the installment payments. What this is called is a deferred sale trust... Read More
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