JD, LLM, Principal and Trusts and Estates National Practice Co-Leader
Joy Matak, JD, LLM, is a principal at CohnReznick and Co-Leader of the Firm’s Trusts and Estates Practice. She has more than 20 years of diversified experience as a wealth transfer strategist with an extensive background in providing tax services to multi-generational wealth families, owners of closely-held businesses, and high-net-worth individuals and their trusts and estates.
Joy provides clients with wealth transfer strategy planning to accomplish estate planning and business succession goals. She also performs tax compliance including gift tax, estate tax, and income tax returns for trusts and estates as well as consulting services related to generation skipping including transfer tax planning, asset protection, life insurance structuring, and post-mortem planning.
Before joining CohnReznick, Joy was a senior tax manager at a Top 20 accounting firm. Early in her career, she was a principal in a Virginia-based law firm and also worked as a senior associate in the growing trusts and estates groups of one of the leading commercial law firms in New Jersey.
Joy presents at numerous events on topics relevant to wealth transfer strategists including engagements for the ABA Real Property, Trust and Estate Law Section; the Greater Middlesex/Somerset Estate Planning Council; and the Society of Financial Service Professionals. Joy has authored or co-authored articles for the Tax Management Estates, Gifts and Trusts (BNA) Journal; Leimberg Information Services, Inc. (LISI); and Estate Planning Review The CCH Journal), among others, on a variety of topics including wealth transfer strategies, income taxation of trusts and estates, and business succession planning. She recently co-authored a book on the new tax reform law entitled Estate Planning: Estate, Tax and Other Planning after the Tax Cuts and Jobs Act of 2017.
B.S., Mathematics, cum laude, Seton Hall University
JD, cum laude, Vermont Law School
Master of Laws, Taxation, with distinction, Georgetown University Law Center
New Jersey State Bar Association
Estate Planning Council of Northern New Jersey