Matt Rak works closely with clients to design practical plans addressing business succession, asset protection, and tax efficiency, as well as resolving family conflict. He brings an array of planning tools and strategies to elegantly resolve client conundrums both before and after death. Matt is also experienced in the varied aspects of estate and trust administration, including post-mortem tax planning and fiduciary liability.
Matt is licensed in Ohio, West Virginia, and Pennsylvania.
Charitable Organization Experience
• Catholic Cemeteries Association of the Diocese of Pittsburgh, Pittsburgh, Pennsylvania;
• Former President and Director, current member of Finance Committee and reputation management
• Catholic Family Security Association; Former Director
• Pittsburgh Foundation; Professional Advisors Committee
• Franklin Park Borough; Civil Service Commissioner; Former Judge of Elections
• Wheeling Jesuit University; Former Development Board Member
• Mental Health and Recovery Board of Belmont Harrison and Monroe Counties, Ohio;
• Former Board Member
• Outside General Counsel to charitable organizations
• Charitable trust reformation and approval with Attorney General’s office and Orphans’ Court
• Charitable trust management
• Family reputation management and privacy protection
• Private Foundation and Private Operating Foundation compliance through organization life cycle, including terminations
• Tax-Exempt Status rehabilitation and excise tax management
• Advise charities and donors regarding development and cultivating planned gifts
• Draft and negotiate Naming rights agreements for both donees and donors
• Draft guides for charities regarding effective planned giving techniques
• Asset protection and wealth management strategies
• Dynasty trusts focused on long-term sustainability using real estate and business interests
• Pre-transaction planning for business owners encountering liquidity events and business exits
