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Matthew E Livesay
About Matthew
Biography
Matt Livesay's practice focuses on estate planning, taxation, business law, and matters involving the administration of trusts and estates. His experience includes formulating comprehensive estate plans for high net worth individuals and families; drafting wills; drafting trusts, including revocable, testamentary, dynasty, GST-planning, and special needs trusts; and other ancillary estate planning documents.
Prior to joining the firm, Matt counseled clients on matters related to estate planning, tax planning, business succession planning, and the administration of trusts and estates for high net worth individuals and families.
Matt's background, including his advanced LL.M. degree in taxation and tax specialty group role in a Big 4 accounting firm, enables him to provide clients with a unique understanding of the issues affecting their succession plans.
Matt attained his Juris Doctor and LL.M in Taxation from the University of Florida Levin College of Law and was admitted to the Florida Bar in 2013. Matt graduated with a Bachelor of Science in Accounting from Florida State University.
Born and raised in suburban Chicago (Arlington Heights), Matt is an avid Chicago sports fan.
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Florida for 12 years
State: Florida
Acquired: 2013
No misconduct found
Location
Quarles & Brady
101 East Kennedy Boulevard, Suite 3400, Tampa, FL, 33602
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Matthew E Livesay's Reviews
Showing 1 - 5 of 9 client reviews from Avvo
Posted by Scott | April 18, 2019 | Hired Attorney
This review is from a person who hired this attorney.
The GUY for Estate planning or anything else
Matthew is extremely knowledgable and personable. He knew what we needed as was right to the point. As a business own I need someone to get to the bottom line and make it as simple and streamlined as possible. I reccomend him to my family and all my friends. He is a GEM and you should trust your fa...
Posted by Ryan | April 16, 2019 | Hired Attorney
This review is from a person who hired this attorney.
Dr. Ryan Kelly
Matt did a phenomenal job helping my wife and me put together our Estate Planning and living will. I would highly recommend Matt for anyone seeking to Estate Planning.
Posted by Steven | April 15, 2019 | Hired Attorney
This review is from a person who hired this attorney.
Excellence in Estate Planning and Tax Law
Matt displayed technical sophistication in estate planning and tax law. Along with his technical expertise, Matt is a very personable and practical attorney. I would recommend Matt to anyone seeking legal advice related to estate planning or tax law.
Posted by Don | April 14, 2019 | Hired Attorney
This review is from a person who hired this attorney.
Don Barron
Matthew E Livesay recently processed all of the necessary legal paperwork regarding my parents Estate Planning and Account Titling. This included the following: Last Will, Revocable Truest Agreement, Durable Power of Attorney, Durable Power of Attorney and Designation of Health Care Surrogate, and A...
Posted by Tom | April 13, 2019 | Hired Attorney
This review is from a person who hired this attorney.
Excellent estate and trust attorney
Matt assist my wife and I with our estate planning. He was extremely attentive and thorough with his advice and responses to our questions. He explained everything beforehand and made sure we understood the multiple documents that were involved and their purpose and function
Matthew E Livesay's Lawyer Endorsements
"Matt is my go to for estate planning updates and complicated tax issues. He is a master as simplifying complicated plans so that clients can understand."
"Mr. Livesay is a practical and knowledgeable trusts and estates lawyer who develops creative solutions for clients. He provides value by tailoring solutions based on specific client needs. I'd readily recommend clients needing trusts advice to Mr. Livesay."
"I endorse Matt without hesitation. Matt is an extremely intelligent and diligent attorney with extensive knowledge in the area of estate planning. Matt carries himself in a highly professional, yet approachable manner – which can be rare in this profession."
"Matt is an excellent attorney. He is innovative and highly attuned to his clients' needs."
"I strongly endorse Matt. Matt is extremely knowledgeable in all areas of estate planning and very personable. I always have full confidence in recommending Matt as an excellent estate planning attorney."
"I endorse this lawyer. Attorney Livesay is intelligent, hard working, and a great attorney. An attorney that truly cares about his clients and treat them like family. I would highly recommend his services"
"Not simply an exceptional lawyer, Mr. Livesay strikes the balance of being able to earn the trust of his clients while maintaining a courteous and professional working relationship with other attorneys."
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Experience
Honors
2013
Pro Bono Certificate of Excellence, University of Florida Levin College of Law
Work Experience
2020 - Present
Partner, Barnett, Bolt, Kirkwood, Long, Koche & Foster
2018 - Present
Attorney, Phelps Dunbar
2016 - 2018
Associate Attorney, Barnett, Bolt, Kirkwood, Long & McBride
2015 - 2016
Attorney, Phillip A. Baumann, P.A.
2014 - 2015
Associate Attorney, Pavese Law Firm
2013 - 2014
State and Local Tax Associate, KPMG, LLP
Associations
2013 - Present
Florida BarMember
2013 - Present
Florida Bar, Tax SectionMember
2013 - Present
Florida Bar, Real Property, Probate and Trust Law SectionMember
2013 - 2014
Hillsborough County Bar AssociationMember
Education
2017
University of Florida, Fredric G. Levin College of Law
LL.M - Master of Laws
2013
University of Florida, Fredric G. Levin College of Law
Juris Doctor
2010
Florida State University
BS - Bachelor of Science
Speaking Engagements
2017
Tampa Bay Paralegal Association Fall Seminar
What you Need to Know when it is Time to Take Care of your Parents
2017
Florida Bar, Tax Section
Ethical Issues in Tax Law: The Attorney-Client Privilege, Work Product Doctrine and Kovel
Publications
2018
2017
Florida Tax Section Bulletin, Volume XXIV
Tax Law Confidential: Do the Attorney-Client Privilege and Work Product Doctrine Protect Tax Advice?
2017
Hillsborough County Bar Association Lawyer Magazine
Is Your Business a Hobby? Do not let the IRS Decide
Languages
English
Activity
Legal Answers