Eric Joseph Matheson, J.D., LL.M., TEP
Tel: 561-613-8778
Email:
Matheson P.A.
Palm Beach Towers
44 Cocoanut Row, T-9
Palm Beach, FL 33480
Eric brings 30+ years multi-disciplinary professional expertise and advice as an attorney, trustee and advisor to private clients and their families, corporations, partnerships, trusts, charitable entities, and family office groups. His background and experience is rooted in law and business - from old world businesses in Palm Beach and throughout Florida to New York City banking and investment firms to the startup scene in Tel Aviv. Prior to forming Matheson PA, Eric spent over 18 years in the Global Investment and Wealth Management industries with some of the leading firms in the world, while at the same time staying current and advising clients regarding the laws pertaining to estate, gift, generation-skipping and income taxes for US and non-US persons with ties to the United States and other non-US jurisdictions.
Today Eric’s law practice is focused exclusively on the needs of his private clients and he counsels them and their families, business and trusts in the areas of Business Planning & Succession, Trust & Estate Planning and Administration, and Real Estate law throughout the state of Florida. He is an authorized agent of Chicago Title Insurance Company, a Fidelity National Family of Companies, and provides his clients with a very hands-on approach compared to other higher volume Real Estate and Trust & Estate practices. Many of Eric’s clients are current and retired business owners and executives with ties to Florida, as well as their most trusted professional advisors and firms that represent them in other jurisdictions, both US and non-US. He helps these clients address their most personal and unique needs with both the more common and complex situations they face, many of which include both multi-generational and multi-jurisdictional issues.
Eric received his Bachelor of Arts, with Honors, J.D., and Master of Laws (LL.M.) in Estate Planning from the University of Miami, FL. He is a member of the Florida Bar (Real Property, Probate and Trust Section; Former Member of the Tax Section of the Florida Bar’s Executive Council; and the Society of Trusts and Estates Practitioners (STEP Gold Coast Florida Division Board Member). Eric has served on the Israel Bonds National Cabinet, New Leadership, including as National Vice Chairman, as well as the American Executive Committee to the Japan-America Student Conference (JASC). He is an alumnus of the Wexner Heritage Leadership program and the United Jewish Communities National Cabinet.
Eric is fluent in French; speaks Hebrew and Spanish; and has a working knowledge of Japanese. His interests include history, languages, cultures, travel, sports and coaching. Eric and his wife Orly currently reside in Palm Beach County, Florida.