Matthew L. Wolfman
Matthew L. Wolfman joined Mendel & Associates in 2021 and focuses his practice on Estate Planning, Estate and Trust Administration and Long Term Care/Special Needs Planning.
Matt earned his Juris Doctor (J.D.) at the Charleston School of Law and is an alumnus of Marist College, where he received his Bachelor of Arts (B.A.). Matt comes to Mendel & Associates after working for over six years as a corporate fiduciary with U.S. Trust and Wells Fargo Private Bank, administrating estates and trusts for high-net-worth clients and their families. Matt is co-editor and co-author of the latest edition of Drafting Estate Plans, published in 2004, and updated most recently in 2023, by Massachusetts Continuing Legal Education (MCLE). In addition to crafting estate plans, Matt administers estates, handles the preparation of probate court documents and estate tax returns, and advises Personal Representatives and Trustees on their fiduciary duties. He particularly relishes the opportunity to educate clients as he works with them in navigating the probate process.
Outside of the office Matt enjoys traveling to new places, experiencing the outdoors, training in Brazilian Jiu-Jitsu, and listening to live music.