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Jeffrey Robert Matsen
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Jeffrey Robert Matsen

Practice areas:

Estate Planning, Business, Probate, Real Estate, International Law

About Me

Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, and received his law degree with honors (Order of the Coif) from the UCLA School of Law.  Jeff served as a Captain in the US Marine Corps and is the Founder and Managing Partner of Matsen Voorhees Law, the Estate Planning and Business Transactions Department of the Orange County California law firm of Bohm Matsen. Matsen Voorhees Law provides legal services in the areas of estate planning, asset protection, business formation and transactional matters, probate and trust administration and 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" and he has continued to achieve the highest "AV rating" and has been designated a "Preeminent Lawyer" by the only other 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.


 


Recently, Matsen has authored and published his new book entitled: “The Ladder of Success: An Asset Protection Planning Primer.” In addition, Matsen regularly presents continuing education seminars for the California State Bar, the National Business Institute, WealthCounsel, STEP, The Advisors Forum and a myriad of other organizations on the subjects of estate planning, asset protection and entity formation. Jeff has been a Professor of Law in Business Planning and Estate Planning at Western State University College of Law, an Adjunct Professor of Law at Chapman University School of Law, and an instructor at the Golden Gate University Program of 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. 


 


Jeff is certified in Business Appraisal by the National Society of Appraiser Specialists and is a member of WealthCounsel, The Advisors Forum, the International Society of Trust and Estate Practitioners (“STEP”), the State Bar of California, and the American Bar Association.  

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Languages Spoken: English, Portuguese

Photos and Videos

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Practice Areas

Licensed since 1968

  1. Estate Planning: 35%
    46 years, 3 thousand cases
  2. Business: 30%
    46 years, 2.5 thousand cases
  3. Probate: 15%
    46 years, 1 thousand cases
  4. International Law: 10%
    46 years, 300 cases
  5. Real Estate: 10%
    46 years, 750 cases

Payment

Fees:

Fixed (Sometimes), Retainer (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

33 total 

  • Paul J Molinaro

    I endorse this lawyer.

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    Paul Molinaro Medical Malpractice Attorney
    Relationship: Other

  • C Douglas Welty

    I endorse Jeff Matsen wholeheartedly and would not hesitate for a moment to refer a client to him. He is a topnotch estate planning and wealth preservation attorney, and an outstanding speaker and teacher as well.

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    C Welty Trusts Attorney
    Relationship: Fellow lawyer in community

Contact Info

Matsen Voorhees Mintz LLP

695 Town Center Dr
7th floor
Costa Mesa, CA, 92626-7187

Resume

License
StateStatusAcquiredUpdated
CAActive196805/25/2015
DCSuspended197405/24/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Top 5% of all "America's Most Honored Professionals"American Registry2011
Best LawyerBest Lawyers in America2011
OC's Top LawyersOC Metro Magazine2011
Super LawyerLos Angeles Magazine2011
OC's Top LawyersOC Metro Magazine2010
Super LawyerLos Angeles Magazine2010
Best LawyerBest Lawyers in America2010
O.C.'s Top LawyersOC Metro Magazine2009
Super LawyerLos Angeles Magazine2009
Best LawyerBest Lawyers in America2009
Super LawyerLos Angeles Magazine2008
Father of the YearFathers Day Council, ADA2007
Super LawyerLos Angeles Magazine2007
Super LawyerLos Angeles Magazine2006
Top 100 Attorney in the U.S.Worth Magazine2006
Top 100 Attorney in the U.S.Worth Magazine2005

Work Experience
TitleCompany NameDuration
Visiting ProfessorThe Center of International Legal Studies2005 - 2005
FounderMatsen Voorhees Mintz LLP ("MVM Law")2003 - Present
Adjunct Professor of LawChapman University School of Law1998 - 1999
Professor of Advanced TaxationGolden Gate University1977 - 1983
FounderJeffrey R. Matsen and Associates1976 - 2003
PartnerWestover, Currey & Matsen1971 - 1976
Judge Advocate with the rank of CaptainUnited States Marine Corps1968 - 1971
Professor of Business and Estate PlanningWestern State University College of Law1968 - 1985
Associate AttorneyMusick, Peeler & Garrett1967 - 1968

Associations
Association NamePosition NameDuration
Boys Scotts of AmericaVice Chairman Rancho del Mar District2010 - Present
Little League and Pony League Baseball and BasketballManager/CoachN/A
Boys and Girls ClubBoard of DirectorsN/A
The Center of International Legal StudiesFellowN/A
National Society of Appraiser SpecialistsCertified Business AppraisorN/A
WealthCounselMemberN/A
The Orange County Pacific Symphony OrchestraThe Board of GovernorsN/A
International Society of Trust and Estate Practitioners ("STEP")MemberN/A
American Bar AssociationMemberN/A
State Bar of CaliforniaReal Property, Probate and Trusts SectionsN/A

Legal Cases
Case NameOutcome
Maxwell v Commissioner, United States Tax Court. 9T.C.107 (1990)Ruling in our favor, a huge income tax benefit

See all Legal Cases 

Publications
Publication NameTitleDate
bookLadder of Success: An Asset Protection Planning Primer2012
NATIONAL BUSINESS INSTITUTES SEMINARSLimited Liability Companies2009
NATIONAL BUSINESS INSTITUTES SEMINARSNuts and Bolts of Probate, Estate, and Trust Administration2009
NATIONAL BUSINESS INSTITUTES SEMINARSCutting Edge of Asset Protection Skills and Techniques2009
Continuing Education of the BarAsset Protection Planning2009
Estate Planning Strategies Collective Wisdom, Proven TechniquesAsset Protection Utilizing Asset Protection Trusts and Limited Liability Companies2009
National Business InstituteLLC Trends and Developments2008
National Business InstituteAdvanced Estate Planning and Asset Protection Techniques2007
National Business InstituteAn Attorneys Guide to Asset Protection2007
National Business InstituteFamily Limited Partnerships in Estate Planning and Asset Protection2007
California Continuing Education of the BarDomestic Asset Protection Planning Advanced Course Study2007
Center for International Legal StudiesInternational Trust and Business Entities for Lawyering in International Markets2007
National Business InstituteLimited Liability Companies2007
National Business InstituteEssential Skills for Drafting LLC Agreements2007
National Business InstituteAn Attorneys Guide to Asset Protection2007
National Business InstituteAdvanced LLC Issues2007
National Business InstituteAsset Protection Planning2006
National Business InstituteLimited Liability Companies in California2005
Association Of California Business Trial Lawyers JournalAsset Protection Planning2004
National Business InstituteUnderstanding Family Limited Partnerships2004
National Business InstituteAsset Protection Planning and Techniques2003
Lorman Education Services publicationSelecting and Forming Business Entities inCalifornia1999
Lorman Education Services publicationPartnerships, LLCS and LLPS: Organization and Operation1999
CaliforniaClosely Held Corporations Tax Planning and Practice Guide, Vol. 3, Chapter -41Formulating Buy-Sell Agreements and Valuing Closely Held Stock1987
The Practical Lawyer, Vol. 25, No. 5A New Look at Business Buy Out Agreements1979
The Journal of Corporate Taxation, Vol. 5, No. 2Establishing the Price for Closely Held Business Buy Sell Agreements1978

Education
School NameMajorDegreeGraduated
Brigham Young UnivN/AundergraduateN/A
UCLA SOLN/AlawN/A

Speaking Engagements
Conference NameTitleDate
WealthCounsel So. CA. Mentoring programAsset protection Planning: The Startegies, Implementation, Marketing2010
Wealth Strategies Counsel-AdvisorsWhat Every Advisor Should Know About Asset Protection Planning2010
Wealth Counsel-Michigan ForumAsset Protection Planning: Some Insights and Marketing Tips2010
The Rainmaker Retreat: Jeff Matsen Edition for Estate Planning and Business AttorneysEstate and Business Planning Firm Marketing: Some Tips, Considerations and Observations2010
The Gathering 2010-San DiegoThe Strategies, The Implementation, The Marketing2010
Strazerri/ManciniAsset Protection: Why Go Offshore2010
STEP (Society of Trust and Estate Practitioners) 3rd Annual Pacific Rim ConferenceUse of Modular and Multi-Layer Structures as Barriers to Claims of Future Creditors2010
STEP (Society of Trust and Estate Practitioners) 3rd Annual Pacific Rim ConferenceRights of Creditors Against Partnerships and LLCs2010
Southern California InstituteDeveloping Asset Protection in your Practice2010
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)Attracting and Working with Asset Protection Clients2010
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)Asset Protection Ethics & Fraud2010
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)Asset Protection Case Studies2010
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)Asset Protection Continuum-Part 22010
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)Asset Protection Continuum-Part 12010
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)Understanding Asset Protection from a Client Prospective2010
Pepperdine University School of Law SymposiumThe Foreign Asset Protection Trust2010
National Business Institute-TeleconferenceDomestic or Foreign Asset Protection2010
National Business Institute-TeleconferenceUsing Business Entities to Shield Assets2010
National Business Institute-TeleconferenceAsset Protection Basics-Goals and Approaches2010
National Business Institute-TelecastLLC MEMBER LIABILITY V. CORPORATION (SHAREHOLDER) LIABILITY2010
National Business Institute-National Live Video WebcastUsing LLCs Effectively: Why Limited Liability Companies?2010
National Business Institute-National Live Video WebcastUsing LLCs Effectively: Use of LLCs For Asset Protection Planning2010
National Business Institute-National Live Video WebcastUsing LLCs Effectively: The LLC v. the S Corp.: Who Wins?2010
National Business Institute-National Live Video WebcastUsing LLCs Effectively: Operating Procedures2010
National Business Institute-National Live Video WebcastUsing LLCs Effectively: Fully Using Tax Advantages2010
National Business Institute-National Live Video WebcastUsing LLCs Effectively: Compliance Issues2010
National Business Institute-National Live Video WebcastUsing LLCs Effectively: Advantageous Uses Of LLCs2010
National Business Institute-National Live Video WebcastComprehensive Planning with Asset Protection Trusts & Related Documents: Use of LLCs & LPs in Asset Protection Planning2010
National Business Institute-National Live Video WebcastComprehensive Planning with Asset Protection Trusts & Related Documents: The Limitations; Creditors Rights & Remedies & marital Planning & Jointly Held Property2010
National Business Institute-National Live Video WebcastComprehensive Planning with Asset Protection Trusts & Related Documents: The Foreign Asset Protection Trust2010
National Business Institute-National Live Video WebcastComprehensive Planning with Asset Protection Trusts & Related Documents: Introduction to Domestic Asset Protection Trusts2010
National Business Institute-National Live Video WebcastComprehensive Planning with Asset Protection Trusts & Related Documents: Introduction to Asset Protection Planning2010
National Business Institute-National Live Video WebcastComprehensive Planning with Asset Protection Trusts & Related Documents: Implementing and Processing the Asset Protection Trust and Plan2010
NAIFA/SFSP Breakfast Meeting- Grand Rapids MichiganWhat Every Advisor Should Know About Asset Protection Planning2010
Lunch and Learn HANC- Grand Rapids MichiganJUST WHAT THE DOCTOR NEEDED: “Multi-Tiered Systematic Approach For Implementing, Estate Planning And Asset Protection Services For Physicians And Dentists”2010
Krasa seminars-CarmelWhat Every Advisor Should Know About Asset Protection Planning2010
Krasa seminars-CarmelAsset Protection Planning Explained2010
Hartford Life, Advisor groupWhat Every Advisor Needs to Know About Asset Protection2010
HANC Breakfast Meeting-Grand Rapids MichiganA Primer For Physicians, Business Owners and Investors2010
Glendale Bar Association Spring SeminarWhat Every Attorney and Advisor Should Know About Asset Protection Planning2010
American Cancer Society Meeting-Grand Rapids MichiganWhat Every Advisor Should Know About Asset Protection Planning2010
Advisors Forum-National Live WebinarJUST WHAT THE DOCTOR NEEDED: “Multi-Tiered Systematic Approach For Implementing, Estate Planning And Asset Protection Services For Physicians And Dentists”2010
2010 Western Region Captive Insurance ConferenceCAPTIVES AND WEALTH TRANSFER AND ESTATE PLANNING2010
2010 CSAAI (California Society of Allergy, Asthma & Immunology) Annual Meeting-San FranciscoJust What the Doctor Needed - What Every Physician Should Know About Asset Protection and Risk Management Planning2010
Wealth Strategies Counsel-ClientsAsset Protection, Why Go Offshore?2009
Wealth Strategies Counsel-AdvisorsAsset Protection, Why Go Offshore?2009
Wealth Counsel-National TeleconferenceAsset Protection Planning2009
Wealth Counsel-National Symposium-ChicagoAsset Protection Planning :The Implementation and The Marketing2009
Wealth Counsel-National Symposium-ChicagoAsset Protection Planning : The Do’s and The Don’ts2009
Wealth Counsel-National Educational Event-AtlantaComprehensive Planning with Asset Protection Trusts and Related Documents: Use of LLCs & LPs in Asset Protection Planning2009
Wealth Counsel-National Educational Event-AtlantaComprehensive Planning with Asset Protection Trusts and Related Documents: Understanding and Drafting the Domestic Asset Protection Trust Documents – The Irrevocable Income Only Asset Protection Trust2009
Wealth Counsel-National Educational Event-AtlantaComprehensive Planning with Asset Protection Trusts and Related Documents: Understanding and Drafting the Domestic Asset Protection Trust2009
Wealth Counsel-National Educational Event-AtlantaComprehensive Planning with Asset Protection Trusts and Related Documents: The Limitations2009
Wealth Counsel-National Educational Event-AtlantaComprehensive Planning with Asset Protection Trusts and Related Documents: The Foreign Asset Protection Trust2009
Wealth Counsel-National Educational Event-AtlantaComprehensive Planning with Asset Protection Trusts and Related Documents: Introduction to Domestic Asset Protection Trusts2009
Wealth Counsel-National Educational Event-AtlantaComprehensive Planning with Asset Protection Trusts and Related Documents: Introduction to Asset Protection Planning2009
Wealth Counsel-National Educational Event-AtlantaComprehensive Planning with Asset Protection Trusts and Related Documents: Implementing and Processing the Asset Protection Trust and Plan2009
Wealth Counsel- Massachusetts Forum-BostonAsset Protection Planning: Some Insights and Marketing Tips2009
Wealth Counsel - San DiegoAsset Protection Planning: Some Insights and Marketing Tips2009
State of Nevada Department of Business and Industry Division of Insurance-Nevada Captive Insurance Convention-Las VegasUtilizing Captive Insurance Companies as Wealth Transfer Vehicles2009
National Business Institute-OxnardAdvantageous Uses of LLCs2009
National Business Institute-National Live Video WebcastSub S and LLCs: The Series LLC and Drafting the Series Operating Agreement2009
National Business Institute-National Live Video WebcastSub S and LLCs: The LLC v. the S Corp.: Who Wins?2009
National Business Institute-National Live Video WebcastSub S and LLCs: The Basics of Sub S Corps2009
National Business Institute-National Live Video WebcastSub S and LLCs: The Basics of LLCs2009
National Business Institute-National Live Video WebcastSub S and LLCs: Setting Up and Organizing the Sub S Corporation2009
National Business Institute-National Live Video WebcastSub S and LLCs: Setting Up and Organizing the LLC2009
National Business Institute-National Live Video WebcastSub S and LLCs: Key Issues Impacting Business Entity Selection2009
National Business Institute-National Live Video WebcastSub S and LLCs: Advantageous Uses of the LLC, The Use of LPs and LLCs in Asset Protection Planning2009
National Business Institute-National Live TeleconferenceAsset Protection Fundamentals2009
National Business Institute-National Live TeleconferenceThe Nuts and Bolts of Probate, Estate and Trust Administration2009
National Business Institute-National Live TeleconferenceAn Attorneys Guide to Asset Protection2009
National Business Institute-Los AngelesLLC VS. A CORPORATION: Principal Non-Tax Differences2009
National Business Institute-Los AngelesLLC OR INC. ENTITY SELECTION FOR SMALL TO MEDIUM SIZE BUSINESS: Advanced Issues in Business Entity Selection2009
National Business Institute-IrvineLLC VS. A CORPORATION: Principal Non-Tax Differences2009
National Business Institute-IrvineLLC OR INC. ENTITY SELECTION FOR SMALL TO MEDIUM SIZE BUSINESS: Advanced Issues in Business Entity Selection2009
National Business Institute-IrvineCutting Edge Asset Protection: SKILLS AND TECHNIQUES INTRODUCTION2009
National Business Institute-IrvineCutting Edge Asset Protection: ASSET PROTECTION PLANNING USE OF LLCs AND LLPs2009
National Business Institute-IrvineAdvantageous Uses of LLCs2009
Global Consultants and Services Limited-Cook IslandsSetting Up Offshore Asset Protection Structures2009
Eagle & Selden-New YorkWhat Every Advisor Should Know About Asset Protection Planning2009
Eagle & Selden-New YorkAsset Protection: Why Go Offshore2009
Dignity-Pacific ViewFundamental Estate Planning Considerations2009
Dignity-Our OfficeAsset Protection Planning2009
Dignity- WestminsterAsset Protection Planning2009
Dignity- WestminsterFundamental Estate Planning Considerations2009
Dignity- Pacific ViewAsset Protection Planning2009
Dignity- Our officeFundamental Estate Planning Considerations2009
Dignity Staff InstructionFundamental Estate Planning Considerations2009
California Bar Association Continuing Education Seminar-San FranciscoAsset Protection Planning2009
California Bar Association Continuing Education Seminar-Los AngelesAsset Protection Planning: Use of LLCs and LPs2009
Bernstein Financial Consultants-New YorkWhat Every Advisor Should Know About Asset Protection Planning2009
Advisors Forum-National Live WebinarJUST WHAT THE DOCTOR ORDERED: "Marketing and Implementing Estate and Asset Protection Planning To And For Physicians”2009
Wealth Strategies Counsel-AP SeminarAsset Protection Planning2008
Wealth Strategies CounselBusiness Exit and Succession Planning2008
Wealth Strategies CounselStrategic Business Planning – Surviving 2008!2008
Wealth Strategies CounselProtect and Preserve Your Life's Work2008
Wealth Counsel-National Symposium-San AntonioAsset Protection Planning For Doctors and Other High Net Worth Individuals2008
Wealth Counsel-National Live WebinarPractical Asset Protection Strategies for Business Owners and Professionals2008
Wealth Counsel-Asset Protection SeminarTHE USE OF LIMITED PARTNERSHIPS (“LPs) AND LIMITED LIABILITYCOMPANIES ("LLCs") IN ASSET PROTECTION PLANNING2008
National Business Institute-PasadenaLLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Estate Planning2008
National Business Institute-PasadenaLLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Asset Protection2008
National Business Institute-PasadenaLLC Trends and Developments: Recent Trends & Developments in LLCs2008
National Business Institute-PasadenaLLC Trends and Developments: Impacts of State Laws on LLCs2008
National Business Institute-National WebcastAdvantageous Uses of LLCs2008
National Business Institute-Los AngelesAdvanced LLC Issues2008
National Business Institute-Los AngelesHelping your Client Select the Best Business Entity Option2008
National Business Institute-IrvineAdvanced LLC Issues2008
National Business Institute-IrvineHelping your Client Select the Best Business Entity Option2008
National Business Institute-IrvineLLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Estate Planning2008
National Business Institute-IrvineLLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Asset Protection2008
National Business Institute-IrvineLLC Trends and Developments: Recent Trends & Developments in LLCs2008
National Business Institute-IrvineLLC Trends and Developments: Impacts of State Laws on LLCs2008
National Business Institute SeminarsKey Issues Impacting Entity Selection2008
Dental Association -San FranciscoTRUSTS, WILLS and POAs:The Basic MUST-HAVE Estate Planning Tools “Explained”2008
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAsAsset Protection Planning2008
Breakwater Real Estate GroupTrusts and Asset Transfers2008
Wealth Startegies CounselSupercharging Your Estate Plan2007
Wealth CounselLimited Liability Companies: FOUNDATIONAL DRAFTING CONCEPTS2007
The California Dental SocietyHOW TO PREVENT FINANCIAL CAVITIES AND PRESERVE, PROTECT AND EFFECTIVELY TRANSFER YOUR ASSETS TO FUTURE GENERATIONS2007
National Business Institute-Los AngelesAdvanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Estate Planning2007
National Business Institute-Los AngelesAdvanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Asset Protection2007
National Business Institute-Los AngelesAdvanced LLC Issues: Limited Liability Companies2007
National Business Institute-Los AngelesFamily Limited Partnerships in Estate Planning and Asset Protection2007
National Business Institute-LLC's-Los AngelesUses of LLCs as a Framework for Success THE USE OF LIMITED PARTNERSHIPS (“LPs”) AND LIMITED LIABILITY COMPANIES (“LLCs”) IN ASSET PROTECTION PLANNING2007
National Business Institute-LLC's-IrvineEssential Skills for Drafting LLC Agreements: Foundational Drafting Concepts2007
National Business Institute-LLC's-IrvineUses of LLCs as a Framework for Success THE USE OF LIMITED PARTNERSHIPS (“LPs”) AND LIMITED LIABILITY COMPANIES (“LLCs”) IN ASSET PROTECTION PLANNING2007
National Business Institute-IrvineAdvanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Estate Planning2007
National Business Institute-IrvineAdvanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Asset Protection2007
National Business Institute-IrvineAdvanced LLC Issues: Limited Liability Companies2007
National Business Institute-IrvineFamily Limited Partnerships in Estate Planning and Asset Protection2007
National Business Institute-Beverly HillsAdvanced Estate Planning and Asset Protection Techniques2007
National Business Institute-AP-San BernardinoAn Attorneys Guide to Asset Protection2007
National Business Institute-AP-PasadenaAn Attorneys Guide to Asset Protection2007
National Business Institute- AP-IrvineAn Attorneys Guide to Asset Protection2007
LDS Philanthropic ConferenceBusiness Assets & Charitable Giving: Brief Introduction to Asset Protection Planning2007
Center For International Legal Studies-BC CanadaLawyering in the International Market: International Trusts and Business Entities2007
Center for International Legal StudiesA Guide for American Lawyers Teaching In European Law Schools2007
California Bar Association Continuing Education Seminar-Los AngelesDomestic Asset Protection Planning Advanced Course Study2007
California Bar Association Continuing Education Seminar-Los AngelesDomestic Asset Protection Revisited: Use of Legal Entities – LPs and LLC’s2007
California Bar Association Continuing Education Seminar-Garden GroveDomestic Asset Protection Planning Advanced Course Study2007
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAsSeries LLCs2007
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAsRepresenting The Small Business Owner2007
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAsMulti-Generational Planning Tools2007
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAsLLC v. the S Corp.: Who Wins?2007
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAsHelping your Client Select the Best Business Entity Option2007
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAsFundamental Estate Planning Considerations2007
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAsFactors Involved in selecting the LLC as the Proper Business Entity2007
Asset Protection-Florida CPAs-TampaHOW TO PREVENT FINANCIAL MELTDOWN AND PRESERVE, PROTECT AND EFFECTIVELY TRANSFER YOUR ASSETS TO FUTURE GENERATIONS2007
National Business Institute-Los AngelesAdvanced LLC Issues: When to Use LLCs and Why2006
National Business Institute-Los AngelesAdvanced LLC Issues: Utililization of LLCs in Estate Planning2006
National Business Institute-Los AngelesAdvanced LLC Issues: The New "Series" LLCs2006
National Business Institute-Los AngelesAdvanced LLC Issues: Asset Protection Utilizing LLCs2006
National Business Institute-IrvineAdvanced LLC Issues: When to Use LLCs and Why2006
National Business Institute-IrvineAdvanced LLC Issues: Utililization of LLCs in Estate Planning2006
National Business Institute-IrvineAdvanced LLC Issues: The New "Series" LLCs2006
National Business Institute-IrvineAdvanced LLC Issues: Asset Protection Utilizing LLCs2006
National Business Institute-AP-LAAsset Protection Planning: Bullet Proofing Techniques For Attorneys2006
National Business Institute-AP-IrvineAsset Protection Planning: Bullet Proofing Techniques For Attorneys2006
National Business Institute- LLC Seminar-Los AngelesAsset Protection Planning: Use of LLCs and LPs2006
National Business Institute- LLC Seminar-IrvineAsset Protection Planning: Use of LLCs and LPs2006
National Business Institute SeminarsThe Ins and Outs of Limited Liability Companies in California2005
National Business InstituteBetter Asset Protection Planning: Understanding the Theory Behind the Methodologies2005
National Business InstituteJoint or Concurrent Ownership of Property: Utilizing Family Limited Partnerships as an Asset Protection Tool2005
National Business InstituteJoint or Concurrent Ownership of Property: Use of Trusts in Asset Protection Planning2005
National Business InstituteJoint or Concurrent Ownership of Property: The Process of Retitling Assets2005
National Business InstituteJoint or Concurrent Ownership of Property: Maximizing the Use of Family Limited Partnership in Estate Planning2005
National Business InstituteChoice of Business Entity2004
National Business InstituteAsset Protection Techniques2003
Lorman Education Services-PasadenaA Primer on S-Corporations: Tax and Non-Tax Issues2003
Lorman Education Services-Los AngelesPartnerships, LLCs & LLPs: Organization & Operations1999
California Bar Association Continuing Education SeminarEstate Asset Protection Planning: Emerging Issues1999
Lorman Education Services-Costa MesaCalifornia Sales & Use Tax: An Overview & update1997