Matthew Donovan's practice is concentrated in tax, trust, and estate matters with emphasis in estate planning, trust and probate administration, and estate and gift taxation. He provides advice on advanced estate planning techniques, including grantor retained annuity trusts, family partnerships, limited liability companies, charitable trusts, defective grantor trusts, and insurance planning.
Education
- University of California Hastings College of the Law (J.D., 1993)
- American Jurisprudence Award: Corporate Law
- University of California at Davis (B.S., Agricultural and Managerial Economics, high honors, 1990)
Court Admissions
- Supreme Court of Arizona
- Supreme Court of California
Professional Memberships & Activities
- State Bar of Arizona
- State Bar of California
- Arizona Society of Certified Public Accountants
Representative Presentations & Publications
- Transitioning the Small Family Business, Speaker, Attorneys for Family Held Enterprises Annual Conference, Ashville, North Carolina, (April 2007)
- Life Insurance Due Care Reviews, Speaker, M Financial Group MPRO Annual Conference, Chicago, Illinois (September 2006)
- Family Dynamics in Estate Planning East Valley Estate Planning Council, Speaker, Mesa, Arizona (Summer 2006)
- A health care law can foil succession plans, Author, Family Business (Spring 2005)
- Using Life Insurance in Estate Planning, Speaker, National Association of Insurance and Financial Advisors - Scottsdale, Arizona (Summer 2005)
- Insurable Interest Rules for Charities - What's it all about?, New Techniques Resurrect Problems from the Past, Author, Arizona Community Foundation (July/August 2004)
- Succession Planning for Family Businesses, Speaker, American Ladder Institute Spring Conference, Palm Springs, California (April 2003)
- How Sarbanes-Oxley May Impact Your Family Business, Author, Building Material Dealer (February 2003)
Professional Recognition & Awards
- Top 50 Pro Bono Attorneys in Arizona, Arizona Foundation for Legal Services & Education (2010)
Community Involvement
- Social Venture Partners
- Phoenix Children's Hospital Leadership Circle
- Tax & Legal Seminar - Professional Advisory Committee
Other Professional Experience
- CFG Business Solutions, LLC, Business Consultant
- Greenberg Traurig, LLP, Associate
- Action Performance Companies, Inc., Vice President of Business and Legal Affairs
- Arthur Andersen, LLP, Accountant
