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Jeffrey Robert Matsen
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Jeffrey Matsen’s Legal Guides

31 total

  • What Should I Do After The Loss Of A Loved One?

    The most important thing to do is get in contact with an Estate Planning, Probate, or Trust Administration Attorney.

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  • Can Litigation Occur In Probate Or Trust Administration?

    Litigation arise from drafting errors in the initial Estate Plan as well disagreements among beneficiaries and blended families.

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  • How Do I Fund A Living Trust?

    Funding a Living Trust or in other words, transferring assets into the Name of your Trust. This involves the recording of deeds, transferring of title to bank, investment and brokerage accounts and sometimes even life insurance.

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  • Will I Still Go Through Probate If I Have A Living Trust?

    You do not have to go through probate if you properly funded your Living Trust or in other words, you properly transferred the assets in to Trust.

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  • An Ounce Of Prevention (and Proper Planning) Can Offset A Pound Or More Of Liability

    Recently I had two different sets of clients come in to me with major legal problems. As you will be able to perceive after reading this article, these problems could have been drastically mitigated or even eliminated with proper planning and implementation. The first clients...

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  • From Tragedy to Big Tax Savings for Small Business Owner

    Several years ago, another attorney for a small closely held company approached me with the fact situation set forth below: 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 Presid...

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  • Asset Protection Planning: Introduction

    Asset protection planning has been practiced by attorneys, financial planners and accountants for several decades. Business persons have always had concern over the exposure of their personal assets to claims against the business. The corporate form of business entity with its sh...

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  • Asset Protection Planning: Fraudulent Conveyance Law

    A. Overview The process of planning for estate preservation and risk management involves the marshaling together of ones assets in order to protect them from loss or dilution from potential risk and claims to which they would otherwise be subject. One of the biggest obstacles or ...

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  • Asset Protection Planning: Marital Planning

    Prenuptial agreements and marital property agreements can be effectively utilized for risk management purposes. In California, one spouse may transmute his/her separate or community property by written agreement specifically setting forth the intent to transmit the property to th...

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  • Asset Protection Planning: Use of Trusts in Risk Management Planning

    A. Traditional Domestic Trusts Trusts can be among the useful of asset protection tools. However, many trusts that are created for estate planning purposes are not properly structured to provide protection from creditors. The typical revocable living trust wherein the trustors...

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