Wealth Strategies Counsel

About this office:

Wealth Strategies Counsel (WSC) is the Estate Planning and Business Transactions Department of the Orange County California premier law firm of Bohm, Matsen, Kegel & Aguilera, LLP. The firm provides services in the areas of estate planning, asset protection, business formation and transactional matters, probate and trust administration and real property law. With over 35 years of experience, WSC has passionately dedicated itself to achieving quality results with the intention of consistently exceeding expectation. WSC handles complex and sophisticated asset protection, estate and business planning matters locally, nationally and internationally, and is dedicated to being accessible, efficient, responsive and professional. WSC serves a variety of clients and their families ¿ ensuring their affairs remain free from the public eye, assisting with passing their legacy to those they love, and to their charitable causes ¿ always mindful of sound tax-advantaged strategies. By creating complementary planning strategies for the allocation, distribution and protection of their client's wealth, WSC make certain that their clients dreams are not only being fulfilled, but that they are sound and tax advantaged. From devising and implementing sophisticated estate and asset protection planning strategies, to guiding business owners on their business entity selection and formation, to expertly helping beneficiaries through the complexities of Trust and Estate Administration, WSC is uniquely positioned to help families feel safe & secure by providing solutions they can count on and advisors they can trust. WSC helps their clients design and manage planning which encompasses stability, foresight, resource strategies, compliance requirements ¿ and, most of all ¿ peace of mind.

Estate Planning, Trusts and Estates, Asset Protection, Wealth Preservation, Business Estate Planning, Guardianship and Conservatorship, Wills, Probate, Contracts, Business Law, Corporate Law, Business Formation, Closely Held Business Law, Limited Liability Company Law, Business Planning, Buying and Selling of Businesses, Small Business Law, Business Transactions, Joint Ventures, Business Start-Ups, Partnership Law, International Law, Tax Law, Tax Planning, Real Estate, Real Estate Acquisitions, Real Estate Sales.

Asset Protection Planning: Why Go Offshore?
Jeffrey R. Matsen, July 30, 2009
The proliferation of plaintiff lawsuits and the expanding concept of liability that has become second nature in our court system have engendered much concern and anxiety about the preservation of wealth in the United States. Many professionals like doctors and lawyers as well as business owners,...

Basic Contract Provisions Your Business Needs To Consider
Jeffrey R. Matsen, July 30, 2009
Obviously, all contracts should be prepared and reviewed by competent legal counsel. However, there are a number of fairly standard contract provisions that are in most contracts but may not be familiar to non-lawyers. The following discussion will help you better understand the impact and...

How To Avoid Veil (Liability Shield) Piercing of Limited Liability Companies ("LLCS")
Jeffrey R. Matsen, July 30, 2009
One of the principal legal benefits for business owners and real estate investors in using LLCs to conduct their businesses and hold their real estate is the limited liability shield provided by LLC statutes to LLC members and managers. This shield protects the personal assets of these members and...

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