Jeffrey Robert Matsen

Jeffrey Robert Matsen: Attorney with Bohm Wildish & Matsen, LLP
  • Partner at Bohm Wildish & Matsen, LLP (13 Attorneys)
  • 695 Town Center Drive, Suite 700, Costa Mesa, CA 92626
    View Jeffrey Robert 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.
  • Peer Reviews
    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 a partner at Bohm Wildish & Matsen, LLP. Bohm Wildish & Matsen, LLP 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-Hubbell. 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".

He is the author of:
the award winning book, The ABA Consumer Guide to Asset Protection: A Step-by-Step Guide to Preserving Wealth.
"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.
and author for Seminar Materials on "International Trust and Business Entities for Lawyering in International Market," Center for International Legal Studies, April 2007.

Co-Author of:
"Limited Liability Companies," National Business Institute, June 2007;
"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;
"Advanced Estate Planning and Asset Protection Techniques," National Business Institute, January 2007;
"Asset Protection Planning: Bullet Proofing Techniques for California Attorneys" National Business Institute, September 2006;
"Asset Protection Planning," National Business Institute, June 2006;
"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;
"Understanding Family Limited Partnerships in California as a Tool in Estate Planning and Asset Protection," National Business Institute, December 2004;
"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;
"Partnerships, LLCs and LLPs Organization and Operation," and "Selecting and Forming Business Entities in California," Lorman Education Services, July 1999;

Fellow: Center for International Legal Studies (Faculty Member, Salzburg, Austria).

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 (48)

  • Asset Protection
  • Estate Planning
  • Trusts and Estates
  • Wealth Preservation
  • Business Estate Planning
  • Guardianship and Conservatorship
  • Wills
  • Estate Planning for Unmarried Couples
  • Probate
  • Contracts
  • Business Law
  • Business Planning
  • Business Formation
  • Business Enterprises
  • Business Transactions
  • Business Succession Planning
  • Business Start-Ups
  • Small Business Law
  • Closely Held Business Law
  • Buying and Selling of Businesses
  • Corporate Law
  • Limited Liability Company Law
  • Corporate Taxation
  • Joint Ventures
  • Partnership Law
  • International Law
  • Tax Law
  • Tax Planning
  • Real Estate
  • Real Estate Acquisitions
  • Real Estate Sales
  • Estate Planning for the Elderly
  • Elder Law
  • Closely Held Business Estate Planning
  • Estate and Gift Taxation
  • Trusts and Estates Taxation
  • Estate Planning for Parents of Handicapped Children
  • Estate Planning for the Disabled
  • Income Tax
  • Adult Guardianship
  • Elder Guardianship
  • Guardianship
  • Living Wills
  • Property Law
  • Property Tax
  • Closely Held Business Taxation
  • Probate Taxation
  • Federal Estate and Gift Taxation

Education & Credentials

Contact Information:
657-335-4146  Phone
714-384-6501  Fax
bwmlawyers.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:
1974, District of Columbia and U.S. Supreme Court; 1968, U.S. District Court, Central District of California; 1972, U.S. Tax Court; 1968, California
Memberships:
State Bar of California; American Bar Association (Member, Real Property, Probate and Trusts Sections).
Military:
Capt., USMCR, 1968-1971
Languages:
Portuguese and English
ISLN:
905095958
Hobbies & interests:
Anything sports related
Payment Information:
  • Credit cards accepted
  • Accepts Visa, MasterCard, American Express, Discover and Other - Wire transfers and Checks (personal and cashiers)

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.

*Peer Reviews provided before April 15, 2008 are not displayed.

Client Reviews

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

    5.0/5.0
  • Responsiveness

    5.0/5.0
  • Quality of Service

    5.0/5.0
  • Value for Money

    5.0/5.0
  • Recommended 5.0/5.0 Rated on 07/23/09 in Trusts and Estates.

    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... Read more

    Read more

    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. Read less

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  • Recommended 5.0/5.0 Rated on 07/23/09 in Trusts and Estates.

    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 reco... Read more

    Read more

    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. Read less

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Documents (6)

Documents by this lawyer on Martindale.com

Costa Mesa, California

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