Matthew E. Livesay

Envelope-icon   mlivesay@barnettbolt.com
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601 Bayshore Boulevard, Suite 700
Tampa, Florida 33606
Phone: (813) 253-2020 ext. 167
Fax: (813) 251-6711

Matt Livesay is a partner in the firm’s Trusts and Estates and Tax Law practice groups. Matt’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, charitable, and special needs trusts; and other ancillary estate planning documents.

Prior to returning to 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.

Born and raised in suburban Chicago (Arlington Heights), Matt is an avid Chicago sports fan.

Legal Services

  • Estate, Trust & Wealth Preservation
  • Tax Law

Education and Honors

  • University of Florida Levin College of Law (LL.M.)
  • Master of Laws in Taxation
  • University of Florida Levin College of Law (J.D.)
  • Florida State University (B.S., cum laude)
  • Major: Accounting

DISTINCTIONS

  • Rising Star, Florida Super Lawyers, (2020)

Bar Admissions

  • Florida

Professional and Civic Activities

  • The American Bar Association (Tax Section)
  • The Florida Bar (Tax, Real Property, Probate, and Trust Law Sections)
  • Hillsborough County Bar Association (Member)
  • Tampa Bay Estate Planning Council (Member)

PRESENTATIONS AND PUBLICATIONS

  • The Basic Estate Plan: Avoid the Costs and Headaches of Florida Probate. Ensure Assets Pass According to Your Intent, presented at the Tampa Bay Paralegal Fall Seminar, October 2019
  • Have Your Cake and Deduct It Too: Meal Deductability Under New Section 274, published in the Hillsborough County Bar Association Lawyer Magazine, May 2019
  • Is Your Business a Hobby? Do Not Let the IRS Decide, published in the Hillsborough County Bar Association Lawyer Magazine, Vol. 28, November 2018
  • Tax Law Confidential, Part II: Navigating the Labyrinth of Exceptions to the Attorney-Client Privilege and the Work Product Doctrine, published in the Florida Tax Section Bulletin, Volume XXXV, April 2018
  • What You Need to Know When it is Time to Take Care of Your Parents, presented at the Tampa Bay Paralegal Association Fall Seminar, November 2017
  • Tax Law Confidential: Do the Attorney-Client Privilege and Work Product Doctrine Protect Tax Advice?, published in the Florida Tax Section Bulletin, Volume XXIV, April 2017
  • Ethical Issues in Tax Law: The Attorney-Client Privilege, Work Product Doctrine and Kovel, presented to the Tax Section of the Florida Bar on Mar. 22, 2017
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