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Jeffrey Robert Matsen

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Jeffrey Robert Matsen

10.0

Superb

Experience 5.0 star rating
Industry Recognition 5.0 star rating
Professional Conduct 5.0 star rating

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Average Client Rating

5.0 star rating 16 reviews
Former client? Write a review

Endorsements

14 endorsements

Lawyers: Endorse this lawyer

Overview

Practice Areas
  • 35% Estate Planning
    40 years, 2,000 cases (1 example)
  • 15% Probate
    40 years, 1,000 cases
  • 10% International Law
    40 years, 250 cases
Show all areas of practice

Fees & Payments

Fees

None

Payment types

Credit Card, Cash, Check

Contact Information
See larger map
  • Address registered with state bar
    695 Town Center Dr Ste 700
    Costa Mesa, CA 92626
    Office: 714-676-4652
    View map

Languages
  • Portuguese

About Me

Photos (4)

Videos (4)

About me: 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

View all 4 photos and 4 videos

References

Client Reviews

Average Client Rating

5.0 star rating 16 reviews
Former client? Write a review
5 star rating

“My Attorney, my friend”

Posted by: Sue, 2009-09-17 2 months ago. Flag as objectionable

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
5 star rating

“OC best”

Posted by: searchtec, 2009-08-08 4 months ago. Flag as objectionable

Client Review: OC best. He was wonderful to work with for our family estate planning. Al Morelli-CEO Searchtec Consulting Group
View all 16 reviews

Endorsements

Endorsements

14 endorsements

Lawyers: Endorse this lawyer
Steven J Oshins

I endorse Jeff's work. I have known Jeff for many years. He is extremely professional and is as good as it gets in estate planning and asset... more

Endorsement from lawyer: Steven Oshins , Las Vegas (NV), 6 days ago
Joshua Shulman

I endorse this lawyer's work. Jeff is an amazing attorney as well as gifted educator, a wonderful mentor, and just simply a great guy. He is super-... more

Endorsement from lawyer: Joshua Shulman , Portland (OR), About 1 month ago
View all 14 endorsements

Résumé

Licenses
  • 42 years since Jeffrey Robert Matsen was first licensed to practice law in CA.
  • 35 years since Jeffrey Robert Matsen was first licensed to practice law in DC.

See license details

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
UCLA SOL law
Brigham Young Univ undergraduate

Awards
Award Name Granting Organization Date
Best Lawyer Best Lawyers in America 2010
Super Lawyer Los Angeles Magazine 2010
See all 10 awards

Associations
Position Association Name Duration
Member American Bar Association
Board of Directors Boys and Girls Club
See all 9 association entries

Portfolio

Blog syndication

Publications
Article Publication Date
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
See all 25 publications

Cases
Title:
Maxwell v Commissioner, United States Tax Court. 9T.C.107 (1990)
Practice Area:
Estate Planning
Outcome:
Ruling in our favor, a huge income tax benefit
Description:
Peter was the President of a small manufacturing company and acted as the General Manager of its operations. His wife, Helen, was the Executive Vice...

See all cases

Speaking Engagements
Speaking Engagement Name Conference Date
Just What the Doctor Ordered Advisors Forum Webinar 2009
Asset Protection Planning Continuing Education of the Bar 2009
See all 23 speaking engagements

714-676-4652

Visit Jeffrey's Website