CONTACT

561.627.8100
mturko@haileshaw.com
Legal Assistant: Debi Saltzman, dsaltzman@haileshaw.com

EXPERTISE
EDUCATION

Stetson University College of Law
Eastern Connecticut State University

BAR ADMISSIONS

Florida
Connecticut
New York

V Card - Matthew N. Turko

Associate
Matthew N. Turko

Albert Einstein and Steve Jobs. One thing both men have in common is they are admired by Matt Turko who would have loved to have dinner with Einstein. And he considers Jobs to be a technology hero. Matt also would have been an expert at helping them plan their wills and estates.

Matt focuses his practice on estate planning, federal income and estate tax issues, and probate and trust administration. His practice encompasses the creation of basic estate plans, including wills and revocable trusts, to the creation of sophisticated estate plans, including dynasty trusts, irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs), and family limited partnerships (FLPs).  He also advises clients on Florida residency planning with a particular emphasis on changing residency from New York and Connecticut.

In addition to assisting clients with trust and estate and tax matters, Matt assists clients with the sale and purchase of real estate, and serves as a stock transfer agent for several cooperative association apartment buildings in Palm Beach.

If that’s not enough, Matt also advises non-resident aliens on U.S. gift, estate and income taxes. He’s also advised U.S. citizen and resident clients on their U.S. income tax obligations regarding foreign assets and has assisted U.S. citizen and resident clients in navigating the IRS Offshore Voluntary Disclosure Programs.

What is the best advice Matt has ever received?

“If you fail to plan, you are planning to fail.”

AFFILIATIONS & HONORS
  • Member, Real Property, Probate and Trust section of The Florida Bar
  • Member, East Coast Estate Planning Council
  • Member, Palm Beach County Bar Association
  • Board Member, Literacy Coalition of Palm Beach County
  • Magna cum laude, Stetson University College of Law, 2006
  • Summa cum laude, Eastern Connecticut State University, 2003
PRESENTATIONS
  • Presenter, “Techniques for Fixing Problematic Trusts,” Probate and Pumpernickel Series, Palm Beach Atlantic University, West Palm Beach, 2017
  • Presenter, “Techniques for Fixing Problematic Trusts,” Probate and Pumpernickel Series, Palm Beach Atlantic University, Palm Beach Gardens, 2017
  • Presenter, “International Estate Planning,” Florida Graduate Trust & Wealth Management School, Florida Bankers Association, Orlando, 2014
  • Presenter, “United States Tax Planning for the International Private Client,” Probate and Pumpernickel Series, Palm Beach Atlantic University, West Palm Beach, 2014
  • Presenter, “United States Tax Planning for the International Private Client,” Probate and Pumpernickel Series, Palm Beach Atlantic University, Boca Raton, 2014
  • Presenter, “United States Tax Planning for the International Private Client,” Probate and Pumpernickel Series, Palm Beach Atlantic University, Palm Beach Gardens, 2013
  • Presenter, “Advanced Estate Planning Techniques,” National Business Institute, Hartford, Connecticut, 2012
  • Presenter, “Asset Protection Planning for Physicians,” Fairfield County Medical Association, Norwalk, Connecticut, 2012
  • Co-Author, “13 and Counting! Virginia Enacts Asset Protection Trust Legislation,” Steve Leimberg’s Asset Protection Newsletter #197, April 5, 2012
  • Co-Author, “Restructuring Closely-Held Corporations for Enhanced Asset Protection,” Steve Leimberg’s Asset Protection Newsletter #183, October 3, 2011
  • Presenter, “Cutting-Edge Asset Protection Skills and Techniques,” National Business Institute, Tampa, 2011
  • Co-Author, “In re: Baldwin: Counterproductive Estate Planning Results in Unpleasant Surprises,” Steve Leimberg’s Asset Protection Newsletter #158, July 8, 2010
  • Co-Author, “Unraveling the Mysteries of the Florida Exemptions for Life Insurance and Annuity Contracts, Part 2,” Vol. 83, No. 1, The Florida Bar Journal 58, January 2009
  • Co-Author, “Unraveling the Mysteries of the Florida Exemptions for Life Insurance and Annuity Contracts, Part 1,” Vol. 82, No. 11, The Florida Bar Journal 52, December 2008