Jeffrey Robert Matsen’s Reviews

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 planning and real estate holdings, we felt that we had made a wise and informed decision. When my husband passed away more than ten years ago, I knew we had. I was overwhelmed with my husband’s affairs, particularly the management of a large industrial property. Jeff stepped in and compassionately walked me through the details, explaining everything so that I understood what was happening, how to proceed and put me at ease. He is extremely knowledgeable and professional, but beyond that, he knows people and genuinely cares about his clients and their lives. I still call him on a regular basis for advice and legal assistance and I always receive excellent service. There are so many areas of the law that he can handle for his clients. I really couldn’t get along without him. I am proud to call Jeff my attorney, but more proud to call him a friend.

OC best.
He was wonderful to work with for our family estate planning.
Al Morelli-CEO
Searchtec Consulting Group

A few years ago I was the owner of a successful commercial and residential waste business in the Southern California area and I was approached by a national company with respect to a buyout of my business. The transaction was very complicated and, obviously, I needed top flight legal help. I was referred to attorney Jeffrey Matsen and what a great referral that turned out to be! Jeff is not only a terrific lawyer, but his friendly and caring manner really made a difference to me. He is very organized, expert and knowledgeable and has a wealth of experience representing small business owners. Not only did he do a great job in reviewing and preparing the legal documents, but he continually followed through and was there for me every step of the way throughout the transaction. All I can say is thanks and thanks again to Jeff Matsen! I would highly recommend him to any business owner who needs the very best legal services.

My brothers and I own and operate a recycling company here in Orange County California. Jeff Matsen and Wealth Strategies Counsel serve as our corporate counsel and also my and my brother’s personal Estate Planning attorney. Jeff did a terrific job assisting us in structuring and properly administering my father’s estate and business interest when he passed away several years ago. We are so grateful for his astute and wonderful advice and the creative way he handled my father’s estate. Now Jeff continues to take great care of our family and our business and has helped us preserve the legacy that our father created.

A few years ago my husband who was an American Citizen and I, who am a Canadian Citizen, were referred to Jeff Matsen for some complicated Estate Planning matters. Even though we had residences in Florida and Canada, we came to Jeff in Southern California because of his reputation of being one of the top attorneys in the country when it comes to Estate Planning. Jeff structured a plan for us that saved us literally millions of dollars in estate taxes upon my husband’s death. I and my family continue to rely on Jeff for important legal decisions and we are very grateful for his responsive, professional and caring concern and his very astute legal judgment.

Jeff Matsen and his firm have served as our family’s personal Estate attorneys for several years and they have also done a magnificent job of helping set up and administer the Estate of a close personal family friend. I have especially appreciated the way that Jeff’s legal assistant and paralegal, Lisa Allred, has assisted me with respect to my administrative duties as an Executor and successor Trustee of my friend’s Estate and also with respect to our own family Estate Planning matters. Jeff and Lisa really care about the people they represent and go the extra mile to make sure that everything is done right and that the client’s objective are met. Thank you Jeff and Lisa for your dedication, your caring and your concern.

When my father died without a will leaving some real estate rental units in Los Angeles County, I contacted and employed Jeff Matsen. I was very pleased with the way Jeff handled not only the probate proceedings, but also the sale of our properties. I feel very fortunate Jeff was there to guide me through what to me seemed to be an overwhelming task. Thank goodness Jeff was there when I needed him.

We have effectuated a very complicated but legally sound Estate Planning structure which involves offshore trusts and legal entities. Our entire Plan and structure was devised and created by Jeff Matsen who has an unbelievable worldwide network of contacts and professional entities. Jeff and his firm are responsive and professional and I have very much appreciated their personal commitment and attention to me and my family. I am so thankful that he is there for us and that I can rely upon him and call him when the need arises because I know that he will always be there for me.

When my mother died, there were a lot of substantial problems with respect to her estate because of some past due debts and other encumbrances. Our family was told that Jeff Matsen was the best attorney in Southern California to handle estate administration and probate. I was completely overwhelmed by the magnitude of the problems involved, but when Jeff took over, everything went relatively smoothly. One by one, the problems were resolved with Jeff's patience, know-how and tenacity and in the end, the estate was closed, the property distributed to me and my siblings and Jeff saved us thousands of dollars. I wholeheartedly recommend Jeff based on his experience, competence and 'get the job done' mentality.

I am the owner and Chief Executive Officer of an automobile dealership in Southern California. Jeff has been our Company’s attorney and corporate counsel for over 35 years. He has always been there for us. We have great confidence in his legal recommendations and rely upon his professional and sophisticated creative planning. He has also done extensive estate and tax planning for our family. During the time that my father owned our dealership, he was able to put into effect a tax and estate planning program that will save our family millions of dollars in estate taxes. We are very grateful for Jeff’s service and the relationship we have had with him over the years and that we will continue to have in the future.

I retained Jeff Matsen to handle the estate of my deceased father. Jeff was very responsive and did a great job not only with the probate, but also helping my brother and me sort out some other legal matters. In fact, we were so impressed with Jeff that both my brother and I had him do our own individual estate planning and we retained him to form a limited liability company for our rental property. I would highly recommend Jeff to anyone who needs expert probate, estate planning or business legal services.

Jeff has been wonderful in helping me in a very difficult time brought about by the death of my late husband. There were many complicated issues involved and Jeff was terrific in the way he was able to assimilate everything, stand up for my rights and carry out my husband's wishes. It is very comforting for me to know that I have someone who is so well qualified and trustworthy to represent my interests and it gives me a great deal of peace of mind that Jeff Matsen is my attorney.

My sister and I could not be more pleased with the way Jeff Matsen handled the very difficult issues involved in our father's estate. He was responsive, professional and successful in reaching a very favorable result for us. What impressed us the most was that Jeff made us feel he was really on our side and was able to help us understand the process of a very difficult and somewhat convoluted estate administration.

I am the President and Chief Executive Officer of a successful equipment rental company. We do business nationwide and, obviously, have the need of excellent legal advice for the many legal issues that crop up on a regular basis including contract review, business formation and registration matters, employee related matters and tax planning. Jeff Matsen and Wealth Strategies Counsel serve as our corporate counsel and we couldn’t be more pleased with the prompt, efficient and professional services that Jeff and his team have provided to us. In addition, Jeff has been extremely creative with some structural tax problems that we experienced and has literally saved our company hundreds of thousands of dollars with his planning. My husband and I and the other shareholders of the Company have also utilized Jeff for our own personal Estate Planning where he has done a fantastic job, again, demonstrating great creativity and sophistication. What a blessing it is to have Jeff and his legal team watching our backs and helping us move forward and prosper!

My wife and I own and operate three successful companies in Southern California, Mission Viejo Glass, Inc., Rancho Santa Margarita Glass Inc., and Byrne Construction Company, Inc.. Jeff is both our corporate counsel and our personal estate planning attorney. We are very pleased with Jeff’s professionalism, experience and creativity. He has provided us with a very sound business structure and also a creative estate plan that will preserve and protect our assets for the benefit of our family. Jeff, himself, is very family oriented as we are and we especially appreciate Jeff’s concern about our family values and the legacy we want to leave to our children.

I am the President and Chief Executive Officer of a several real estate companies which own, operate and manage commercial and residential properties and provide real estate advisory services to institutional clients in southern California. Mr. Jeff Matsen has served as the attorney and legal counsel to my companies for over 25 years. He also serves as my personal estate planning attorney. As an attorney and real estate broker myself, I have interfaced with many attorneys over the years, but have selected Mr. Matsen to represent the interests of my companies and my family. Aside from his superior legal knowledge, judgment and work ethic, I consider Mr. Matsen as one of the most trustworthy, capable and intelligent people that I have ever known. I have a great deal of confidence in his legal recommendations, particularly including his tax planning initiatives. Mr. Matsen is at all times professional, responsive, thorough and always makes the client’s interests top priority. Mr. Matsen has been involved in a number of complex matters on our behalf and has always achieved a well thought-out, successful and ethical solution. I consider him the best attorney whom I have ever met and recommend him, and his excellent professional support staff, as a reliable legal team. In short, there is no other attorney that I have encountered to date that is more effective or trustworthy