Elizabeth L. Mathieu, Esq.
Elizabeth L. Mathieu is a co-founding member and a managing partner of the firm. She has been providing Federal tax, fiduciary and planning guidance to individuals and tax-exempt organizations since 1991 in the Chase Manhattan Private Bank, Neuberger Berman Trust Companies, AMA-Eagle, a multi-family office, and in her own law firm in New York. She recently moved to Idaho and joined the Idaho Bar to practice law focusing on trust, estate, and charitable planning, and tax-exempt organization law.
Elizabeth speaks and publishes on a broad range of topics including tax, charitable, and estate planning, non-profit and for-profit corporate governance, and private trust companies.
Her articles have been published in NYU Institute on Federal Taxation Proceedings; Journal of Estate Planning; Journal of Gift Planning; Journal of Private Portfolio Management and ALI-ABA Post-Mortem Estate Planning. She has been quoted in Forbes, Fortune, Departures Magazine and the Financial Times. She has addressed such groups as the NYU Institute on Federal Taxation, NYU Institute of Family Wealth, Family Office Exchange, IRR Conferences on Offshore Trusts and International Planning with Insurance Products, the American Bar Association, the Securities Industry Institute, various state and local bar associations.
Elizabeth is a member of the Boards of the Advocates and USTA Serves, the charitable arm of the United States Tennis Association. She is a past member of Boards and Treasurer of both the Committee of 200 and its foundation and a member of the New York Women’s Forum. She also gives of her time to charitable professional advisory groups in the areas of education, medical research and the arts.
She holds a BA from Vassar College, a JD from Suffolk University Law School, and a Masters in International Affairs from Columbia University. She is a member of the Society of Trust and Estate Practitioners and is licensed to practice law in Idaho, New York, and before the US Supreme Court.