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Expert Advice When You Need It Most

Jeffrey Robert Matsen

Preserving, Protecting & Transferring Your Legacy

My Attorney, my friend

- Sue, a Estate Planning client

The best attorney whom I have ever met

- a Business client

Overview

Avvo Rating

10.0

Superb

Experience
Industry Recognition
Professional Conduct

What is the Avvo Rating?

16 Reviews

Former client? Write a review

29 Peer Endorsements

Lawyers: Endorse this lawyer

Contributor level 11

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Practice Areas

35% Estate Planning
43 years, 3,000 cases
30% Business
43 years, 2,500 cases
15% Probate
43 years, 1,000 cases
10% Real Estate
43 years, 750 cases
10% International Law
43 years, 300 cases

Fees and Payment Types

Fees

Fixed (Sometimes), Retainer (Sometimes)

Payment types

Cash, Check, Credit Card

Contact Information

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695 Town Center Dr Ste 700

Costa Mesa, CA 92626

Office: 714-384-6500
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Blog

LinkedIn Profile

Facebook Profile

Asset Protection

Languages Spoken

English
Portuguese

About Me

Photos (4)

Videos (4)

Video

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... more

References

Client Reviews

Average Client Rating

Former client? Write a review

16 reviews

“My Attorney, my friend”

Posted by: Sue, 2009-09-17 over 2 years ago.

Client Review: I am a former paralegal and my late husband was a corporate president, so when we selected Jeff Matsen to represent us with regard to our estate... more

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“The best attorney whom I have ever met”

Posted by: a Business client, 2009-07-24 over 2 years ago.

Client Review: I am the President and Chief Executive Officer of a several real estate companies which own, operate and manage commercial and residential properties... more

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Peer Endorsements

Endorsements

29 endorsements

Lawyers: Endorse this lawyer

I endorse this lawyer. When it comes to Asset Protection Planning, there is nobody better than Jeff. I learn something from Jeff every time I talk... more

Endorsement from lawyer: Rhonda Visniski-Miller , Fairfax (VA), 8 months ago

I highly endorse this lawyer, whom I have worked with on several asset protection matters. Jeff has the highest standards of ethics and care for his... more

Endorsement from lawyer: Christine Weiner , Newport Beach (CA), 10 months ago

Résumé

License

44 years since Jeffrey Robert Matsen was first licensed to practice law.

State	License status	Year acquired	Last updated by Avvo
California	Active	1968	11/08/2011
Dist. of Columbia	Suspended	1974	09/24/2009

We have not found any instances of professional misconduct for this lawyer.

Work Experience

Position	Duration
Founder at Wealth Strategies Counsel at Bohm, Matsen, Kegel and Aguilera, LLP	2003–present
Visiting Professor at The Center of International Legal Studies	2005–2005

See all 9 job entries

Education

School	Major	Degree	Graduated
Brigham Young Univ		undergraduate
UCLA SOL		law

Awards

Award Name	Granting Organization	Date
Top 5% of all "America's Most Honored Professionals"	American Registry	2011
Best Lawyer	Best Lawyers in America	2011

See all 16 awards

Associations

Position	Association Name	Duration
Vice Chairman Rancho del Mar District	Boys Scotts of America	2010-present
Member	American Bar Association

See all 10 association entries

Portfolio

Contribution

Reputation Level 11

Answers:	0	Legal Answers
	0	Best Answers
	0	Answers marked as good
Guides:	31	Legal Guides
	0	Staff Picks

Recently Posted

Wealth Strategies Counsel Blog R

Cases

Maxwell v Commissioner, United States Tax Court. 9T.C.107 (1990)

Outcome: Ruling in our favor, a huge income tax benefit

Publications

Article	Publication	Date
Limited Liability Companies	NATIONAL BUSINESS INSTITUTES SEMINARS	2009
Nuts and Bolts of Probate, Estate, and Trust Administration	NATIONAL BUSINESS INSTITUTES SEMINARS	2009

Cutting Edge of Asset Protection Skills and Techniques	NATIONAL BUSINESS INSTITUTES SEMINARS	2009
Asset Protection Planning	Continuing Education of the Bar	2009
Asset Protection Utilizing Asset Protection Trusts and Limited Liability Companies	Estate Planning Strategies Collective Wisdom, Proven Techniques	2009
LLC Trends and Developments	National Business Institute	2008
Advanced Estate Planning and Asset Protection Techniques	National Business Institute	2007
An Attorneys Guide to Asset Protection	National Business Institute	2007
Family Limited Partnerships in Estate Planning and Asset Protection	National Business Institute	2007
Domestic Asset Protection Planning Advanced Course Study	California Continuing Education of the Bar	2007
International Trust and Business Entities for Lawyering in International Markets	Center for International Legal Studies	2007
Limited Liability Companies	National Business Institute	2007
Essential Skills for Drafting LLC Agreements	National Business Institute	2007
An Attorneys Guide to Asset Protection	National Business Institute	2007
Advanced LLC Issues	National Business Institute	2007
Asset Protection Planning	National Business Institute	2006
Limited Liability Companies in California	National Business Institute	2005
Asset Protection Planning	Association Of California Business Trial Lawyers Journal	2004
Understanding Family Limited Partnerships	National Business Institute	2004
Asset Protection Planning and Techniques	National Business Institute	2003
Selecting and Forming Business Entities inCalifornia	Lorman Education Services publication	1999
Partnerships, LLCS and LLPS: Organization and Operation	Lorman Education Services publication	1999
Formulating Buy-Sell Agreements and Valuing Closely Held Stock	CaliforniaClosely Held Corporations Tax Planning and Practice Guide, Vol. 3, Chapter -41	1987
A New Look at Business Buy Out Agreements	The Practical Lawyer, Vol. 25, No. 5	1979
Establishing the Price for Closely Held Business Buy Sell Agreements	The Journal of Corporate Taxation, Vol. 5, No. 2	1978

See all 25 publications

Speaking Engagements

Presentation Name	Conference	Date
Asset protection Planning: The Startegies, Implementation, Marketing	WealthCounsel So. CA. Mentoring program	2010
What Every Advisor Should Know About Asset Protection Planning	Wealth Strategies Counsel-Advisors	2010

Asset Protection Planning: Some Insights and Marketing Tips	Wealth Counsel-Michigan Forum	2010
Estate and Business Planning Firm Marketing: Some Tips, Considerations and Observations	The Rainmaker Retreat: Jeff Matsen Edition for Estate Planning and Business Attorneys	2010
The Strategies, The Implementation, The Marketing	The Gathering 2010-San Diego	2010
Asset Protection: Why Go Offshore	Strazerri/Mancini	2010
Use of Modular and Multi-Layer Structures as Barriers to Claims of Future Creditors	STEP (Society of Trust and Estate Practitioners) 3rd Annual Pacific Rim Conference	2010
Rights of Creditors Against Partnerships and LLCs	STEP (Society of Trust and Estate Practitioners) 3rd Annual Pacific Rim Conference	2010
Developing Asset Protection in your Practice	Southern California Institute	2010
Attracting and Working with Asset Protection Clients	Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)	2010
Asset Protection Ethics & Fraud	Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)	2010
Asset Protection Case Studies	Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)	2010
Asset Protection Continuum-Part 2	Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)	2010
Asset Protection Continuum-Part 1	Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)	2010
Understanding Asset Protection from a Client Prospective	Sothern California Institute-Certified Asset Protection Advisor Series (CAPA)	2010
The Foreign Asset Protection Trust	Pepperdine University School of Law Symposium	2010
Domestic or Foreign Asset Protection	National Business Institute-Teleconference	2010
Using Business Entities to Shield Assets	National Business Institute-Teleconference	2010
Asset Protection Basics-Goals and Approaches	National Business Institute-Teleconference	2010
LLC MEMBER LIABILITY V. CORPORATION (SHAREHOLDER) LIABILITY	National Business Institute-Telecast	2010
Using LLCs Effectively: Why Limited Liability Companies?	National Business Institute-National Live Video Webcast	2010
Using LLCs Effectively: Use of LLCs For Asset Protection Planning	National Business Institute-National Live Video Webcast	2010
Using LLCs Effectively: The LLC v. the S Corp.: Who Wins?	National Business Institute-National Live Video Webcast	2010
Using LLCs Effectively: Operating Procedures	National Business Institute-National Live Video Webcast	2010
Using LLCs Effectively: Fully Using Tax Advantages	National Business Institute-National Live Video Webcast	2010
Using LLCs Effectively: Compliance Issues	National Business Institute-National Live Video Webcast	2010
Using LLCs Effectively: Advantageous Uses Of LLCs	National Business Institute-National Live Video Webcast	2010
Comprehensive Planning with Asset Protection Trusts & Related Documents: Use of LLCs & LPs in Asset Protection Planning	National Business Institute-National Live Video Webcast	2010
Comprehensive Planning with Asset Protection Trusts & Related Documents: The Limitations; Creditors Rights & Remedies & marital Planning & Jointly Held Property	National Business Institute-National Live Video Webcast	2010
Comprehensive Planning with Asset Protection Trusts & Related Documents: The Foreign Asset Protection Trust	National Business Institute-National Live Video Webcast	2010
Comprehensive Planning with Asset Protection Trusts & Related Documents: Introduction to Domestic Asset Protection Trusts	National Business Institute-National Live Video Webcast	2010
Comprehensive Planning with Asset Protection Trusts & Related Documents: Introduction to Asset Protection Planning	National Business Institute-National Live Video Webcast	2010
Comprehensive Planning with Asset Protection Trusts & Related Documents: Implementing and Processing the Asset Protection Trust and Plan	National Business Institute-National Live Video Webcast	2010
What Every Advisor Should Know About Asset Protection Planning	NAIFA/SFSP Breakfast Meeting- Grand Rapids Michigan	2010
JUST WHAT THE DOCTOR NEEDED: “Multi-Tiered Systematic Approach For Implementing, Estate Planning And Asset Protection Services For Physicians And Dentists”	Lunch and Learn HANC- Grand Rapids Michigan	2010
What Every Advisor Should Know About Asset Protection Planning	Krasa seminars-Carmel	2010
Asset Protection Planning Explained	Krasa seminars-Carmel	2010
What Every Advisor Needs to Know About Asset Protection	Hartford Life, Advisor group	2010
A Primer For Physicians, Business Owners and Investors	HANC Breakfast Meeting-Grand Rapids Michigan	2010
What Every Attorney and Advisor Should Know About Asset Protection Planning	Glendale Bar Association Spring Seminar	2010
What Every Advisor Should Know About Asset Protection Planning	American Cancer Society Meeting-Grand Rapids Michigan	2010
JUST WHAT THE DOCTOR NEEDED: “Multi-Tiered Systematic Approach For Implementing, Estate Planning And Asset Protection Services For Physicians And Dentists”	Advisors Forum-National Live Webinar	2010
CAPTIVES AND WEALTH TRANSFER AND ESTATE PLANNING	2010 Western Region Captive Insurance Conference	2010
Just What the Doctor Needed - What Every Physician Should Know About Asset Protection and Risk Management Planning	2010 CSAAI (California Society of Allergy, Asthma & Immunology) Annual Meeting-San Francisco	2010
Asset Protection, Why Go Offshore?	Wealth Strategies Counsel-Clients	2009
Asset Protection, Why Go Offshore?	Wealth Strategies Counsel-Advisors	2009
Asset Protection Planning	Wealth Counsel-National Teleconference	2009
Asset Protection Planning :The Implementation and The Marketing	Wealth Counsel-National Symposium-Chicago	2009
Asset Protection Planning : The Do’s and The Don’ts	Wealth Counsel-National Symposium-Chicago	2009
Comprehensive Planning with Asset Protection Trusts and Related Documents: Use of LLCs & LPs in Asset Protection Planning	Wealth Counsel-National Educational Event-Atlanta	2009
Comprehensive Planning with Asset Protection Trusts and Related Documents: Understanding and Drafting the Domestic Asset Protection Trust Documents – The Irrevocable Income Only Asset Protection Trust	Wealth Counsel-National Educational Event-Atlanta	2009
Comprehensive Planning with Asset Protection Trusts and Related Documents: Understanding and Drafting the Domestic Asset Protection Trust	Wealth Counsel-National Educational Event-Atlanta	2009
Comprehensive Planning with Asset Protection Trusts and Related Documents: The Limitations	Wealth Counsel-National Educational Event-Atlanta	2009
Comprehensive Planning with Asset Protection Trusts and Related Documents: The Foreign Asset Protection Trust	Wealth Counsel-National Educational Event-Atlanta	2009
Comprehensive Planning with Asset Protection Trusts and Related Documents: Introduction to Domestic Asset Protection Trusts	Wealth Counsel-National Educational Event-Atlanta	2009
Comprehensive Planning with Asset Protection Trusts and Related Documents: Introduction to Asset Protection Planning	Wealth Counsel-National Educational Event-Atlanta	2009
Comprehensive Planning with Asset Protection Trusts and Related Documents: Implementing and Processing the Asset Protection Trust and Plan	Wealth Counsel-National Educational Event-Atlanta	2009
Asset Protection Planning: Some Insights and Marketing Tips	Wealth Counsel- Massachusetts Forum-Boston	2009
Asset Protection Planning: Some Insights and Marketing Tips	Wealth Counsel - San Diego	2009
Utilizing Captive Insurance Companies as Wealth Transfer Vehicles	State of Nevada Department of Business and Industry Division of Insurance-Nevada Captive Insurance Convention-Las Vegas	2009
Advantageous Uses of LLCs	National Business Institute-Oxnard	2009
Sub S and LLCs: The Series LLC and Drafting the Series Operating Agreement	National Business Institute-National Live Video Webcast	2009
Sub S and LLCs: The LLC v. the S Corp.: Who Wins?	National Business Institute-National Live Video Webcast	2009
Sub S and LLCs: The Basics of Sub S Corps	National Business Institute-National Live Video Webcast	2009
Sub S and LLCs: The Basics of LLCs	National Business Institute-National Live Video Webcast	2009
Sub S and LLCs: Setting Up and Organizing the Sub S Corporation	National Business Institute-National Live Video Webcast	2009
Sub S and LLCs: Setting Up and Organizing the LLC	National Business Institute-National Live Video Webcast	2009
Sub S and LLCs: Key Issues Impacting Business Entity Selection	National Business Institute-National Live Video Webcast	2009
Sub S and LLCs: Advantageous Uses of the LLC, The Use of LPs and LLCs in Asset Protection Planning	National Business Institute-National Live Video Webcast	2009
Asset Protection Fundamentals	National Business Institute-National Live Teleconference	2009
The Nuts and Bolts of Probate, Estate and Trust Administration	National Business Institute-National Live Teleconference	2009
An Attorneys Guide to Asset Protection	National Business Institute-National Live Teleconference	2009
LLC VS. A CORPORATION: Principal Non-Tax Differences	National Business Institute-Los Angeles	2009
LLC OR INC. ENTITY SELECTION FOR SMALL TO MEDIUM SIZE BUSINESS: Advanced Issues in Business Entity Selection	National Business Institute-Los Angeles	2009
LLC VS. A CORPORATION: Principal Non-Tax Differences	National Business Institute-Irvine	2009
LLC OR INC. ENTITY SELECTION FOR SMALL TO MEDIUM SIZE BUSINESS: Advanced Issues in Business Entity Selection	National Business Institute-Irvine	2009
Cutting Edge Asset Protection: SKILLS AND TECHNIQUES INTRODUCTION	National Business Institute-Irvine	2009
Cutting Edge Asset Protection: ASSET PROTECTION PLANNING USE OF LLCs AND LLPs	National Business Institute-Irvine	2009
Advantageous Uses of LLCs	National Business Institute-Irvine	2009
Setting Up Offshore Asset Protection Structures	Global Consultants and Services Limited-Cook Islands	2009
What Every Advisor Should Know About Asset Protection Planning	Eagle & Selden-New York	2009
Asset Protection: Why Go Offshore	Eagle & Selden-New York	2009
Fundamental Estate Planning Considerations	Dignity-Pacific View	2009
Asset Protection Planning	Dignity-Our Office	2009
Asset Protection Planning	Dignity- Westminster	2009
Fundamental Estate Planning Considerations	Dignity- Westminster	2009
Asset Protection Planning	Dignity- Pacific View	2009
Fundamental Estate Planning Considerations	Dignity- Our office	2009
Fundamental Estate Planning Considerations	Dignity Staff Instruction	2009
Asset Protection Planning	California Bar Association Continuing Education Seminar-San Francisco	2009
Asset Protection Planning: Use of LLCs and LPs	California Bar Association Continuing Education Seminar-Los Angeles	2009
What Every Advisor Should Know About Asset Protection Planning	Bernstein Financial Consultants-New York	2009
JUST WHAT THE DOCTOR ORDERED: "Marketing and Implementing Estate and Asset Protection Planning To And For Physicians”	Advisors Forum-National Live Webinar	2009
Asset Protection Planning	Wealth Strategies Counsel-AP Seminar	2008
Business Exit and Succession Planning	Wealth Strategies Counsel	2008
Strategic Business Planning – Surviving 2008!	Wealth Strategies Counsel	2008
Protect and Preserve Your Life's Work	Wealth Strategies Counsel	2008
Asset Protection Planning For Doctors and Other High Net Worth Individuals	Wealth Counsel-National Symposium-San Antonio	2008
Practical Asset Protection Strategies for Business Owners and Professionals	Wealth Counsel-National Live Webinar	2008
THE USE OF LIMITED PARTNERSHIPS (“LPs) AND LIMITED LIABILITYCOMPANIES ("LLCs") IN ASSET PROTECTION PLANNING	Wealth Counsel-Asset Protection Seminar	2008
LLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Estate Planning	National Business Institute-Pasadena	2008
LLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Asset Protection	National Business Institute-Pasadena	2008
LLC Trends and Developments: Recent Trends & Developments in LLCs	National Business Institute-Pasadena	2008
LLC Trends and Developments: Impacts of State Laws on LLCs	National Business Institute-Pasadena	2008
Advantageous Uses of LLCs	National Business Institute-National Webcast	2008
Advanced LLC Issues	National Business Institute-Los Angeles	2008
Helping your Client Select the Best Business Entity Option	National Business Institute-Los Angeles	2008
Advanced LLC Issues	National Business Institute-Irvine	2008
Helping your Client Select the Best Business Entity Option	National Business Institute-Irvine	2008
LLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Estate Planning	National Business Institute-Irvine	2008
LLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Asset Protection	National Business Institute-Irvine	2008
LLC Trends and Developments: Recent Trends & Developments in LLCs	National Business Institute-Irvine	2008
LLC Trends and Developments: Impacts of State Laws on LLCs	National Business Institute-Irvine	2008
Key Issues Impacting Entity Selection	National Business Institute Seminars	2008
TRUSTS, WILLS and POAs:The Basic MUST-HAVE Estate Planning Tools “Explained”	Dental Association -San Francisco	2008
Asset Protection Planning	Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs	2008
Trusts and Asset Transfers	Breakwater Real Estate Group	2008
Supercharging Your Estate Plan	Wealth Startegies Counsel	2007
Limited Liability Companies: FOUNDATIONAL DRAFTING CONCEPTS	Wealth Counsel	2007
HOW TO PREVENT FINANCIAL CAVITIES AND PRESERVE, PROTECT AND EFFECTIVELY TRANSFER YOUR ASSETS TO FUTURE GENERATIONS	The California Dental Society	2007
Advanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Estate Planning	National Business Institute-Los Angeles	2007
Advanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Asset Protection	National Business Institute-Los Angeles	2007
Advanced LLC Issues: Limited Liability Companies	National Business Institute-Los Angeles	2007
Family Limited Partnerships in Estate Planning and Asset Protection	National Business Institute-Los Angeles	2007
Uses of LLCs as a Framework for Success THE USE OF LIMITED PARTNERSHIPS (“LPs”) AND LIMITED LIABILITY COMPANIES (“LLCs”) IN ASSET PROTECTION PLANNING	National Business Institute-LLC's-Los Angeles	2007
Essential Skills for Drafting LLC Agreements: Foundational Drafting Concepts	National Business Institute-LLC's-Irvine	2007
Uses of LLCs as a Framework for Success THE USE OF LIMITED PARTNERSHIPS (“LPs”) AND LIMITED LIABILITY COMPANIES (“LLCs”) IN ASSET PROTECTION PLANNING	National Business Institute-LLC's-Irvine	2007
Advanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Estate Planning	National Business Institute-Irvine	2007
Advanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Asset Protection	National Business Institute-Irvine	2007
Advanced LLC Issues: Limited Liability Companies	National Business Institute-Irvine	2007
Family Limited Partnerships in Estate Planning and Asset Protection	National Business Institute-Irvine	2007
Advanced Estate Planning and Asset Protection Techniques	National Business Institute-Beverly Hills	2007
An Attorneys Guide to Asset Protection	National Business Institute-AP-San Bernardino	2007
An Attorneys Guide to Asset Protection	National Business Institute-AP-Pasadena	2007
An Attorneys Guide to Asset Protection	National Business Institute- AP-Irvine	2007
Business Assets & Charitable Giving: Brief Introduction to Asset Protection Planning	LDS Philanthropic Conference	2007
Lawyering in the International Market: International Trusts and Business Entities	Center For International Legal Studies-BC Canada	2007
A Guide for American Lawyers Teaching In European Law Schools	Center for International Legal Studies	2007
Domestic Asset Protection Planning Advanced Course Study	California Bar Association Continuing Education Seminar-Los Angeles	2007
Domestic Asset Protection Revisited: Use of Legal Entities – LPs and LLC’s	California Bar Association Continuing Education Seminar-Los Angeles	2007
Domestic Asset Protection Planning Advanced Course Study	California Bar Association Continuing Education Seminar-Garden Grove	2007
Series LLCs	Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs	2007
Representing The Small Business Owner	Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs	2007
Multi-Generational Planning Tools	Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs	2007
LLC v. the S Corp.: Who Wins?	Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs	2007
Helping your Client Select the Best Business Entity Option	Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs	2007
Fundamental Estate Planning Considerations	Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs	2007
Factors Involved in selecting the LLC as the Proper Business Entity	Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs	2007
HOW TO PREVENT FINANCIAL MELTDOWN AND PRESERVE, PROTECT AND EFFECTIVELY TRANSFER YOUR ASSETS TO FUTURE GENERATIONS	Asset Protection-Florida CPAs-Tampa	2007
Advanced LLC Issues: When to Use LLCs and Why	National Business Institute-Los Angeles	2006
Advanced LLC Issues: Utililization of LLCs in Estate Planning	National Business Institute-Los Angeles	2006
Advanced LLC Issues: The New "Series" LLCs	National Business Institute-Los Angeles	2006
Advanced LLC Issues: Asset Protection Utilizing LLCs	National Business Institute-Los Angeles	2006
Advanced LLC Issues: When to Use LLCs and Why	National Business Institute-Irvine	2006
Advanced LLC Issues: Utililization of LLCs in Estate Planning	National Business Institute-Irvine	2006
Advanced LLC Issues: The New "Series" LLCs	National Business Institute-Irvine	2006
Advanced LLC Issues: Asset Protection Utilizing LLCs	National Business Institute-Irvine	2006
Asset Protection Planning: Bullet Proofing Techniques For Attorneys	National Business Institute-AP-LA	2006
Asset Protection Planning: Bullet Proofing Techniques For Attorneys	National Business Institute-AP-Irvine	2006
Asset Protection Planning: Use of LLCs and LPs	National Business Institute- LLC Seminar-Los Angeles	2006
Asset Protection Planning: Use of LLCs and LPs	National Business Institute- LLC Seminar-Irvine	2006
The Ins and Outs of Limited Liability Companies in California	National Business Institute Seminars	2005
Better Asset Protection Planning: Understanding the Theory Behind the Methodologies	National Business Institute	2005
Joint or Concurrent Ownership of Property: Utilizing Family Limited Partnerships as an Asset Protection Tool	National Business Institute	2005
Joint or Concurrent Ownership of Property: Use of Trusts in Asset Protection Planning	National Business Institute	2005
Joint or Concurrent Ownership of Property: The Process of Retitling Assets	National Business Institute	2005
Joint or Concurrent Ownership of Property: Maximizing the Use of Family Limited Partnership in Estate Planning	National Business Institute	2005
Choice of Business Entity	National Business Institute	2004
Asset Protection Techniques	National Business Institute	2003
A Primer on S-Corporations: Tax and Non-Tax Issues	Lorman Education Services-Pasadena	2003
Partnerships, LLCs & LLPs: Organization & Operations	Lorman Education Services-Los Angeles	1999
Estate Asset Protection Planning: Emerging Issues	California Bar Association Continuing Education Seminar	1999
California Sales & Use Tax: An Overview & update	Lorman Education Services-Costa Mesa	1997

See all 173 speaking engagements

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