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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.
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Chat withState: Florida
Acquired: 2013
No misconduct found
101 East Kennedy Boulevard, Suite 3400, Tampa, FL, 33602
9 Client Reviews
Showing 1 - 3 of 3 reviews | Recommendation
Posted by Don | April 14, 2019 | Hired Attorney | Estate Planning
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 Ben | May 13, 2015 | Business
Incredible Job
I was in need of an attorney for some business legal council and corporate restructuring. Thankfully, I came across Matthew. Right from the very start he was excellent. Very fast in responding to any and all of our questions. His extensive knowledge was clearly apparent, and he explained his recomme...
Posted by Galen Walter | May 13, 2015 | Business
Saved our company time, money and a lot of headaches.
We have made a lot of mistakes as most small business owners do when starting up. Reaching out to Matthew for our first consultation was not one of those mistakes. Within the first few minutes he had already enlightened us on a few areas with which we were confused. He also streamlined some ideas ...
"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."
"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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2013
Pro Bono Certificate of Excellence, University of Florida Levin College of Law
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
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
2017
LL.M - Master of Laws
2013
Juris Doctor
2010
BS - Bachelor of Science
2017
What you Need to Know when it is Time to Take Care of your Parents
2017
Ethical Issues in Tax Law: The Attorney-Client Privilege, Work Product Doctrine and Kovel
2018
2017
2017
English
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