I am a different type of estate planning attorney. In 2012 I was certified by the... more
I am a different type of estate planning attorney. In 2012 I was certified by the State Bar of California Board of Legal Specialists as a specialist in Estate Planning, Trust,and Probate Law. This is a creedential only bestowed on a small percentage of California Estate Planning attorneys. I also have my LL.M. in Taxation which allows me to spot and assist with tax issues related to estate plans.
I believe the most important estate planning objectives are protecting what you have... more
I believe the most important estate planning objectives are protecting what you have earned, and planning to provide for your loved ones. My mission is to ensure your estate plan faithfully reflects your desires and safeguards your assets. I will work with you on a continual basis to update your plan so that it always suits your lifestyle. I take pride in helping families and individuals plan... view profile
Thank you for taking the time to learn more about our firm and the services we offer.... more
Thank you for taking the time to learn more about our firm and the services we offer. Mr. Schroeder is a California Bar Certified Tax Law Specialist a designation held by less than 150 Los Angeles and Orange County attorneys. Mr. Schroeder operates a boutique firm that focuses on taxation and estate planning for individuals and small business owners. He is a member of the State Bar of Cali... view profile
Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, and received... more
Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, and received his law degree with honors (Order of the Coif) from the UCLA School of Law.Jeff served as a Captain in the US Marine Corps and is the Founder and Managing Partner of Matsen Voorhees Law, the Estate Planning and Business Transactions Department of the Orange County California law firm of Bohm Matsen.Matsen Voorh... view profile
I am an experienced California attorney with a practice emphasis in probate, estates,... more
I am an experienced California attorney with a practice emphasis in probate, estates, trusts and litigation related thereto. I am also experienced in business formation, business transactions and business litigation. My blog is found at www.californiaestatelawyerblog.com and my website is at www.newportbeachbusinesslawyer.com. While I am licensed as a CPA I have always practiced l... view profile
"Estate" is the legal term used to define your property and money—basically, everything that belongs to you. Estate planning attorneys tell you different strategies you can use to transfer your belongings after you die. By planning your estate, you can maximize its value by minimizing taxes and eliminating court costs and interference. Estate planning attorneys also help you control and protect your estate during your lifetime, by writing documents that allow you to transfer property and money to children, charities, or others in a way you desire.
Estate Planning Attorneys in cities near Santa Ana, CA