R. Matthew Pate, JD, LL.M., joined The Nautilus Group in 2004 and currently leads the Nautilus Plus department, supporting New York Life’s top agents and their ultra-high net worth clients. He applies his extensive experience in estate, business, and philanthropic planning to provide creative and unique solutions to complex tax and insurance planning situations. Matt graduated from Georgetown University in Washington, DC, and returned to his native Texas to obtain his Juris Doctor from the University of Texas and LL.M. in taxation from Southern Methodist University.