Jeffrey R. Matsen

Jeffrey R. Matsen: Attorney with Matsen Voorhees LLP
  • Partner at Matsen Voorhees LLP (4 Attorneys)
  • Park Tower, 695 Town Centre Drive, Suite 700, Costa Mesa, CA 92626
    View Jeffrey R. Matsen's office location
  • Jeffrey R. Matsen of Matsen Voorhees helps his clients structure their business and personal assets the best way possible to preserve, protect and transfer them in the most efficient and tax saving manner.
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    5.0/5.0
    Client Reviews
    100% Recommended (15)
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Biography

Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, having received his law degree with honors (Order of the Coif) from the UCLA School of Law. Mr. Matsen is the founder of Matsen Voorhees LLP. Matsen Voorhees provides legal services in the areas of: -Estate Planning -Asset Protection -Business Formation and Transactional Matters -Probate and Trust Administration -Real Property Law. Attorney Matsen's knowledge, professionalism, responsiveness and integrity have vaulted him to the top of his field culminating in his designation by Worth magazine as one of "America's Top 100 Attorneys", by Los Angeles Magazine as one of California's "Super Lawyers" and by OC Metro Magazine as one of "O.C.'s Top Lawyers." The Nationally Renowned Attorney Rating Service, "AVVO" has rated Mr. Matsen a perfect "10/10 Superb", he has continued to achieve the highest rating and has been designated a "Preeminent Lawyer" by the prestigious attorney rating directory, Martindale Hubble. He is internationally recognized in the areas of Asset Protection, International Trusts and Offshore Business Entity Formation and has a myriad of world-wide legal, financial and business connections. Matsen regularly presents continuing education seminars for the California State Bar, the National Business Institute, the Advisors Forum, and WealthCounsel on the subjects of estate planning, asset protection and entity formation. Additional experience includes law school Associate Professorships in the fields of Business Planning, Estate Planning, and Advanced Taxation. A Fellow of The Center of International Legal Studies in Salzburg, Austria, Jeff has served as a visiting professor at the law school in Maribor, Slovenia. Mr. Matsen is certified in Business Appraisal by the National Society of Appraiser Specialists. Memberships include WealthCounsel, the International Society of Trust and Estate Practitioners ('STEP'), the State Bar of California, the American Bar Association and The Board of Governors of The Orange County Pacific Symphony Orchestra. Jeff served as a Captain in the US Marine Corps and speaks fluent Portuguese. Jeff and his wife Susan reside in Newport Beach and are the parents of seven children. In 2007, Jeff was recognized as the Orange County California "Father Of The Year". Author: "Asset Protection Planning," The Association of California Business Trial Lawyers, Winter 2004 Journal; "Establishing the Price of Closely Held Business Buy-Sell Agreements," The Journal of Corporate Taxation, Volume 5, No. 2; "A New Look at Business Buyout Agreements," The Practical Lawyer, Volume 25, No. 5; "Formulating Buy-Sell Agreements and Valuing Closely Held Stock," California Closely Held Corporations Tax Planning and Practice Guide, Volume 3, Chapter 41, Matthew Bender, 1987. Co-Author: "Partnerships, LLCs and LLPs Organization and Operation," and "Selecting and Forming Business Entities in California," Lorman Education Services, July 1999; "Asset Protection Planning," National Business Institute, June 2006; "Limited Liability Companies," National Business Institute, June 2007; "Understanding Family Limited Partnerships in California as a Tool in Estate Planning and Asset Protection," National Business Institute, December 2004; "Domestic Asset Protection Planning Advanced Course Study," Seminar Materials, Presented by the California Continuing Education of the Bar, April 2007; "An Attorney's Guide to Asset Protection," National Business Institute, March 2007; "Asset Protection Techniques in California," National Business Institute, October 2003; "A Primer on S Corporations: Tax and Non Tax Issues," Lorman Business Center, July 2003; "Advanced Estate Planning and Asset Protection Techniques," National Business Institute, January 2007; "The Ins and Outs of Limited Liability Companies in California," National Business Institute, April 2005; "Better Asset Planning: Understanding the Theory Behind the Methodologies in California," National Business Institute, March 2005; "Asset Protection Planning: Bullet Proofing Techniques for California Attorneys," National Business Institute, September 2006. Author for Seminar Materials on "International Trust and Business Entities for Lawyering in International Market," Center for International Legal Studies, April 2007. Fellow: Center for International Legal Studies (Faculty Member, Salzburg, Austria). He is also the author of an award winning book, The ABA Consumer Guide to Asset Protection: A Step-by-Step Guide to Preserving Wealth.

of The Center of International Legal Studies in Salzburg, Austria, Jeff has served as a visiting professor at the law school in Maribor, Slovenia. Mr. Matsen is certified in Business Appraisal by the National Society of Appraiser Specialists. Memberships include WealthCounsel, the International Society of Trust and Estate Practitioners ('STEP'), the State Bar of California, the American Bar Association and The Board of Governors of The Orange County Pacific Symphony Orchestra. Jeff served as a Captain in the US Marine Corps and speaks fluent Portuguese. Jeff and his wife Susan reside in Newport Beach and are the parents of seven children. In 2007, Jeff was recognized as the Orange County California "Father Of The Year". Author: "Asset Protection Planning," The Association of California Business Trial Lawyers, Winter 2004 Journal; "Establishing the Price of Closely Held Business Buy-Sell Agreements," The Journal of Corporate Taxation, Volume 5, No. 2; "A New Look at Business Buyout Agreements," The Practical Lawyer, Volume 25, No. 5; "Formulating Buy-Sell Agreements and Valuing Closely Held Stock," California Closely Held Corporations Tax Planning and Practice Guide, Volume 3, Chapter 41, Matthew Bender, 1987. Co-Author: "Partnerships, LLCs and LLPs Organization and Operation," and "Selecting and Forming Business Entities in California," Lorman Education Services, July 1999; "Asset Protection Planning," National Business Institute, June 2006; "Limited Liability Companies," National Business Institute, June 2007; "Understanding Family Limited Partnerships in California as a Tool in Estate Planning and Asset Protection," National Business Institute, December 2004; "Domestic Asset Protection Planning Advanced Course Study," Seminar Materials, Presented by the California Continuing Education of the Bar, April 2007; "An Attorney's Guide to Asset Protection," National Business Institute, March 2007; "Asset Protection Techniques in California," National Business Institute, October 2003; "A Primer on S Corporations: Tax and Non Tax Issues," Lorman Business Center, July 2003; "Advanced Estate Planning and Asset Protection Techniques," National Business Institute, January 2007; "The Ins and Outs of Limited Liability Companies in California," National Business Institute, April 2005; "Better Asset Planning: Understanding the Theory Behind the Methodologies in California," National Business Institute, March 2005; "Asset Protection Planning: Bullet Proofing Techniques for California Attorneys," National Business Institute, September 2006. Author for Seminar Materials on "International Trust and Business Entities for Lawyering in International Market," Center for International Legal Studies, April 2007. Fellow: Center for International Legal Studies (Faculty Member, Salzburg, Austria).

Areas of Practice (27)

  • Trusts and Estates
  • Asset Protection
  • Wealth Preservation
  • Business Estate Planning
  • 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

Education & Credentials

Contact Information:
888-601-3115  Phone
714-384-6551  Fax
www.jrmatsen.com
mvmlawyers.com
University Attended:
Brigham Young University, B.A., cum laude, 1964
Law School Attended:
University of California at Los Angeles, J.D., with honors, 1967
Year of First admission:
1968
Admission:
1968, California and U.S. District Court, Central District of California; 1972, U.S. Tax Court; 1974, District of Columbia and U.S. Supreme Court
Memberships:
State Bar of California; American Bar Association (Member, Real Property, Probate and Trusts Sections).
Military:
Capt., USMCR, 1968-1971
Languages:
Portuguese
ISLN:
905095958
Hobbies & interests:
Anything sports related
Payment Information:
  • Credit cards accepted
  • Accepts and
  • Peer Reviews

    • 5.0/5.0
    • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.

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    Client Reviews

    • 5.0/5.0 (15)
    • 100% (15)
    • Platinum Client Champion
    • Communication

      5.0/5.0
    • Responsiveness

      5.0/5.0
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      5.0/5.0
    • Value for Money

      5.0/5.0
    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      Even though we had residences in Florida and Canada, we came to Jeff in Southern California because of his reputation of being one of the top attorneys in the country whe...

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      Even though we had residences in Florida and Canada, we came to Jeff in Southern California because of his reputation of being one of the top attorneys in the country when it comes to Estate Planning. Jeff structured a plan for us that saved us literally millions of dollars in estate taxes upon my husband’s death. I and my family continue to rely on Jeff for important legal decisions and we are very grateful for his responsive, professional and caring concern and his very astute legal judgment.

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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      When my father died without a will leaving some real estate rental units in Los Angeles County, I contacted and employed Jeff Matsen. I was very pleased with the way Jeff...

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      When my father died without a will leaving some real estate rental units in Los Angeles County, I contacted and employed Jeff Matsen. I was very pleased with the way Jeff handled not only the probate proceedings, but also the sale of our properties. I feel very fortunate Jeff was there to guide me through what to me seemed to be an overwhelming task. Thank goodness Jeff was there when I needed him.

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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      They have done a magnificent job of helping set up and administer the Estate of a close personal family friend. I have especially appreciated the way they have assisted m...

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      They have done a magnificent job of helping set up and administer the Estate of a close personal family friend. I have especially appreciated the way they have assisted me with respect to my administrative duties as an Executor and successor Trustee of my friend’s Estate and also with respect to our own family Estate Planning matters. They really care about the people they represent and go the extra mile to make sure that everything is done right and that our objective are met.

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        5.0/5.0
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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      Wealth Strategies Counsel serve as our corporate counsel and our personal Estate Planning attorney. Jeff did a terrific job assisting us in structuring and properly admi...

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      Wealth Strategies Counsel serve as our corporate counsel and our personal Estate Planning attorney. Jeff did a terrific job assisting us in structuring and properly administering my father’s estate and business interest when he passed away several years ago. We are so grateful for his astute and wonderful advice and the creative way he handled my father’s estate. Now Jeff continues to take great care of our family and our business and has helped us preserve the legacy that our father created.

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        5.0/5.0
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        5.0/5.0
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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      I was approached by a national company with respect to a buyout of my business. The transaction was very complicated and, obviously, I needed top flight legal help. I w...

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      I was approached by a national company with respect to a buyout of my business. The transaction was very complicated and, obviously, I needed top flight legal help. I was referred to attorney Jeffrey Matsen and what a great referral that turned out to be! Jeff is not only a terrific lawyer, but his friendly and caring manner really made a difference to me. He is very organized, expert and knowledgeable and has a wealth of experience representing small business owners.

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        5.0/5.0
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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      Jeff has been our Company’s attorney and corporate counsel for over 35 years. He has always been there for us. We have great confidence in his legal recommendatio...

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      Jeff has been our Company’s attorney and corporate counsel for over 35 years. He has always been there for us. We have great confidence in his legal recommendations and rely upon his professional and sophisticated creative planning. He has also done extensive estate and tax planning for our family. During the time that my father owned our business, he was able to put into effect a tax and estate planning program that will save our family millions of dollars in estate taxes.

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        5.0/5.0
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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      We have effectuated a very complicated but legally sound Estate Planning structure which involves offshore trusts and legal entities. Our entire Plan and structure was de...

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      We have effectuated a very complicated but legally sound Estate Planning structure which involves offshore trusts and legal entities. Our entire Plan and structure was devised and created by Jeff Matsen who has an unbelievable worldwide network of contacts and professional entities. Jeff and his firm are responsive and professional and I have very much appreciated their personal commitment and attention to me and my family. I can rely upon him and call him when the need arises.

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        5.0/5.0
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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      I am an attorney with a very successful Estate Planning practice in the Los Angeles area. From time to time, I am able to collaborate with attorney Jeff Matsen on more so...

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      I am an attorney with a very successful Estate Planning practice in the Los Angeles area. From time to time, I am able to collaborate with attorney Jeff Matsen on more sophisticated and high net worth Estate and Asset Protection matters. Jeff is recognized as one of the top Estate Planning attorneys in the country and I am pleased that I have been able to take advantage of his experience, skills, and legal creativity to assist me in meeting my clients' estate and tax saving objectives.

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/23/09 on 07/23/09

      Our family was told that Jeff Matsen was the best attorney in Southern California to handle estate administration and probate. I was completely overwhelmed by the magnitu...

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      Our family was told that Jeff Matsen was the best attorney in Southern California to handle estate administration and probate. I was completely overwhelmed by the magnitude of the problems involved, but when Jeff took over, everything went relatively smoothly. One by one, the problems were resolved with Jeff's patience, know-how and tenacity and in the end, the estate was closed, the property distributed to me and my siblings and Jeff saved us thousands of dollars.

      • Communication

        5.0/5.0
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        5.0/5.0
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        5.0/5.0
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    • Jeffrey R. Matsen

      5.0/5.0 on 07/22/09 on 07/22/09

      Jeff Matsen serves as our corporate counsel and we couldn't’t be more pleased with his prompt, efficient and professional services. In addition, Jeff has been extr...

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      Jeff Matsen serves as our corporate counsel and we couldn't’t be more pleased with his prompt, efficient and professional services. In addition, Jeff has been extremely creative with some structural tax problems that we experienced and has literally saved our company hundreds of thousands of dollars with his planning. My husband has utilized Jeff for our own personal Estate Planning where he has done a fantastic job, again, demonstrating great creativity and sophistication.

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        5.0/5.0
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        5.0/5.0
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