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Matthew Cipriani

Paralegal

Matt Cipriani has over a decade of experience in estate, trust, and tax planning and administration. He manages the many components involved in administering substantial and complex estates and trusts, including asset oversight, beneficiary communications, tax strategies and filings, creditor claims, real estate/corporate transfers, and coordination with outside professionals.

Matt assists with estate and trust administration from the initial family contact through the closing of the estate. He communicates with beneficiaries, banks, government entities, financial advisors, real estate brokers, insurance companies, and other parties whose involvement may be necessary to resolve outstanding issues. By helping clients understand and organize complex legal, financial, and tax information, Matt supports a coordinated administration process and keeps stakeholders informed as matters progress.

Matt also prepares state inheritance tax returns and fiduciary income tax returns. This includes extensions, income and deduction determinations, and filing. His experience also encompasses gift planning and charitable planning.

Education

Paralegal Certification, Boston University, Boston, Massachusetts, 2015
B.S., Indiana University of Pennsylvania-Main Campus, Indiana, Pennsylvania, 2012

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