Matthew P. Grupp, Esq., LL.M. (in Taxation)

Matthew P. Grupp is the Managing Attorney of The Grupp Law Firm, PLLC, in Coeur d'Alene, Idaho. Matthew represents individuals and fiduciaries in the full range of Estate Planning, Elder Law, Tax, Probate, and Business Exit Planning matters.  He has extensive experience representing individuals with substantial net worth, including entrepreneurs, corporate executives and families with inherited wealth.

Among Matthew's areas of experience is the transfer of assets to beneficiaries at the lowest tax cost consistent with overall family and charitable objectives.  This part of Matthew's practice involves tax advice about the most advantageous use of gifts, life insurance, employee death benefits, charitable dispositions, stock options and other forms of asset ownership.  He focuses on shifting anticipated future wealth tax-free to beneficiaries and reducing estate tax liabilities on existing wealth.

The strategies he employs include grantor retained annuity trusts, family limited partnerships, life insurance trusts, family dynasty trusts, charitable split interest trusts and private foundations.  Matthew works closely with his clients' other professional advisors in developing coordinated plans addressing his client’s family and business objectives.  These objectives often overlap, as in planning for the succession and continuity of corporate control.

Prior to organizing his firm in Coeur d'Alene, Matthew was a Senior Manager in the Los Angeles and San Francisco offices of Deloitte & Touche, LLP. While at Deloitte, his practice focused on designing and implementing tax strategies for corporate acquisitions, dispositions, spin-offs, joint ventures, financings, reorganizations & restructurings for many leading Fortune 500 companies and private equity firms.  Representative clients included Dole Food, Washington Mutual, Pacificare Health, Fidelity National Financial, Texas Pacific Group, The Geneva Companies, and the Yucaipa Companies.

Matthew earned a B.A. in Classical Languages (i.e., Greek & Latin) and Philosophy from the University of Montana, a J.D. from the University of Montana School of Law, and an LL.M. (in Taxation) from the New York University School of Law. He is a member of the bars of Idaho and New York. He is also a member of several leading local and national professional organizations. These organizations include the Coeur d'Alene Estate Planning Council, WealthCounsel (a national network of over 1,500 Estate and Business Planning attorneys), he is a founding member of the WealthCounsel Advisors' Forum (a multi-disciplinary network of professionals committed to a collaborative approach to Estate and Business Planning), the National Academy of Elder Law Attorneys, the Alliance of Merger & Acquisition Advisors, and the American Bar Association.

Matthew and Carole (his High School Sweetheart) are the proud parents of nine children (6 boys and 3 girls), ranging from 19 down to 1 year of age.