Elizabeth Mathieu

Elizabeth L. Mathieu is a co-founding member and a managing partner of the firm. She has been providing Federal tax, fiduciary and planning guidance to individuals and tax-exempt organizations since 1991 in the Chase Manhattan Private Bank, Neuberger Berman Trust Companies, AMA-Eagle, a multi-family office, and in her own law firm in New York. She recently moved to Idaho and joined the Idaho Bar to practice law focusing on trust, estate, and charitable planning, and tax-exempt organization law. Elizabeth speaks and publishes on a broad range of topics including tax, charitable, and estate planning, non-profit and for-profit corporate governance, and private trust companies. Her articles have been published in NYU Institute on Federal Taxation Proceedings; Journal of Estate Planning; Journal of Gift Planning; Journal of Private Portfolio Management and ALI-ABA Post-Mortem Estate Planning. She has been quoted in Forbes, Fortune, Departures Magazine and the Financial Times. She has addressed such groups as the NYU Institute on Federal Taxation, NYU Institute of Family Wealth, Family Office Exchange, IRR Conferences on Offshore Trusts and International Planning with Insurance Products, the American Bar Association, the Securities Industry Institute, various state and local bar associations.

Vassar College

B.A.

Suffolk University Law School

J.D.

Columbia University School of International Affairs

M.A.

TRUSTS AND ESTATES PRACTIONER

SOCIETY OF TRUSTS AND ESTATES PRACTIONERS

Idaho Bar

Member

Current

US Supreme Court

Admitted

Current

American Bar Association, Real Property, Probate and Trusts

Member

Current

American Bar Association, Taxation

Member

Current

International Women's Forum

President, IWF Idaho

2013 - Current

Society of Trust and Estate Practitioners

Member

2009 - Current

Activities: International society of estate planning attorneys

New York State Bar  # 2109460

Member

1987 - Current

Idaho

Since 2011

New York

Since 1987

U.S. Supreme Court

• Free Consultation

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Tax Law

Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning

• Tax-Exempt Organizations Law