Jeffrey Robert Matsen's Guides

Jeffrey Robert Matsen
Costa Mesa Estate Planning Attorney.
Contributor Level 11

Entity Selection and Formation

Video posted by attorney Jeffrey Matsen, over 1 year ago.

When forming a business you really need to consider what entity to establish. It affects you with taxes and legalities.

Successor Trustee

Video posted by attorney Jeffrey Matsen, over 1 year ago.

The Role of the successor Trustee

Estate Planning with Blended Families

Video posted by attorney Jeffrey Matsen, over 1 year ago.

If you have a blended Family, you need to take extra care in establishing your estate plan.

Dynasty Trust

Video posted by attorney Jeffrey Matsen, over 1 year ago.

Dynasty Trust explained:

Estate taxes

Video posted by attorney Jeffrey Matsen, over 1 year ago.

Estate taxes. Minority discounts, annuities, etc.

What is Funding in Estate Planning

Video posted by attorney Jeffrey Matsen, over 1 year ago.

Funding explained. The retitling of assets

High net worth Estate Plans

Video posted by attorney Jeffrey Matsen, over 1 year ago.

If you have a high net worth you want to consider this...

What is estate Planning

Video posted by attorney Jeffrey Matsen, over 1 year ago.

Estate Planning explained

What is a Living trust

Video posted by attorney Jeffrey Matsen, over 1 year ago.

A living trust is Explained...

Why do you need a Living Trust?

Video posted by attorney Jeffrey Matsen, over 1 year ago.

This Video Explains why you need a living Trust...

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