WHO I AM

For over 15 years, I have been a trusted attorney and advisor whose legal advice and advocacy is valued and respected by clients. I provide guidance and comfort that laws and regulatory requirements are complied with so that corporate executives can focus on their business rather than legal issues. Transactions are analyzed, planned and executed with expertise and efficiency.

AREAS OF PRACTICE

FINANCIAL SERVICES

  • Counsel broker-dealers, registered investment advisers and investors. Provide advice on regulatory compliance. Prepare all filings with Federal and state regulators.
  • Provide outside General Counsel services to broker-dealers and RIA’s, including hedge funds, fund of funds, family offices and private equity funds.
  • Represent broker-dealers and registered persons regarding regulatory issues before the SEC, FINRA or CFTC, as well as in FINRA Mediations and Arbitrations.
  • Advise non-US financial institutions wishing to engage in activities subject to US jurisdiction.
  • Counsel US and offshore pooled investment funds and advise on and prepare all necessary documents and filings.

CORPORATE AND COMMERCIAL LAW

  • Structure and form LLCs, partnerships and corporations, representing both domestic and foreign entities, for business and transactional purposes.
  • Prepare operating, partnership, shareholder, employment, confidentiality and other agreements and documentation required for new or restructured businesses and advise on corporate governance.
  • Structure, advise and prepare documentation for corporate transactions, mergers & acquisitions, private placements, and ancillary corporate and contractual matters.
  • Act as outside general counsel for corporations and other business entities.

TRUST AND ESTATE PRACTICE

  • Advise individual, couples and families with regard to wealth preservation, tax and estate planning. Preparation of trusts and estate documentation.
  • Administration of domestic and foreign trusts.
  • Administration of estates and ancillary financial matters.

ISRAEL PRACTICE

  • Provide corporate and financial representation to Israeli based financial and technology firms.
  • Coordinate tax planning advice with extensive network of US and Israel tax and financial experts and Israeli tax counsel.
  • Represent Israeli entities on all aspects of securities and financial matters in the US and other jurisdictions.
  • Provide expert advice and representation with regard to the Offshore Voluntary Disclosure Program, FATCA, FCPA and other tax and compliance matters.

ATTORNEY PROFILE

MATTHEW E. LIPMAN
Attorney At Law

EDUCATION

George Washington University Law School
Washington, DC
J.D. 1989

Boston University, College of Liberal Arts
Boston, MA
B.A., Magna cum Laude, Economics and Business Administration, 1986

ATTORNEY ADMISSIONS

State of New York, 1989
State of Florida (inactive), 1992
Southern District of New York, 2004
United States Tax Court, 2013

LICENSES

Attorney, New York State and State of Florida (inactive)
Emergency Medical Technician, New York State

TESTIMONIALS

I have known Matthew for several decades, and can attest to his honesty and integrity – qualities that are sorely lacking in today’s legal workplace.

Lev Seltzer

Let’s Work Together!

CONTACT US

800 Third Avenue, Suite 3100
New York, NY 10022
mlipmanlaw@gmail.com