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Timothy Lee Voorhees
also known as Tim Voorhees
About Timothy
Biography
Tim Voorhees is a Principal Partner of Family Office Law LLP, an asset protection and wealth management firm located in Southern California in the city of Costa Mesa. Tim is in his 45th year of helping clients minimize taxes while maximizing benefits for retirement, family and favorite charities. Tim's "zero tax planning" process is explained in his books linked from this website.
Tim works with staff attorneys to provide advanced planning services nationwide. The planning focuses on solving planning puzzles in 6 main areas, illustrated at and . Planning solutions involve:
- lifetime income tax planning
- estate planning
- business succession planning
- asset protection and insurance planning
- charitable planning
- trust funding and investment planning
Tim is a leader in his field, and is a regular speaker at industry events. His materials on zero tax planning and business succession have been published in many industry publications.
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Maryland for 29 years
State: Maryland
Acquired: 1996
No misconduct found
Location
Law Offices of Timothy Lee Voorhees
695 Town Center Drive, Suite 700, Costa Mesa, CA, 92626
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Timothy Lee Voorhees's Reviews
Avvo Review Score
2 Client Reviews
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Practice Areas
Showing 1 - 2 of 2 reviews
Posted by John | February 05, 2016 | Hired Attorney | Tax
Excellent attorney
I have had the priviledge of working with Mr. Tim Voorhees. He is an excellent attorney and found solutions that other attorneys did not see to help me protect my assets and to minimize my taxes each year. I say thank you to Tim every April 15th.
Posted by Simon | June 11, 2015
There are differences among Tax Attorneys
When I Think of the legal industry, I do not think of words like creativity, empathy and results. However when I engaged Tim Voorhees, I was pleasantly surprised at the differences between the way he practices law as compared with most other attorneys that I've observed and engaged. Tim brings not...
Timothy Lee Voorhees's Lawyer Endorsements
"Tim is an excellent attorney. Tim has the unique ability to identify creative solutions that others do not see to minimize tax, better protect assets and to provide incentives to promote family values and goals. Tim is absolutely a leader in his field. Tim deserves the highest possible endorsement for legal ability, creative thinking and ethical standards."
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Experience
Honors
2023
Peer Review Rated, Martindale-Hubbell
Work Experience
2007 - Present
Managing Partner, Copenbarger & Voorhees LLP and its predecessor firm
2002 - 2007
Partner, Brown & Streza, Inc.
1996 - 2002
Managing Director, Wealth Counselors at Law and The Wealth Design Center
1994 - 1996
Divisional Director, Renaissance
1990 - 1991
Partner, Voorhees, Ibbotson, & Stolte Associates
1984 - 1990
Regional Director, JMB Realty
1980 - 1982
Financial Planner, Morgan Stanley Dean Witter
Associations
1996 - Present
Christian Legal SocietyFormer Board Member
Maryland State Bar Association
Member
National Association of Estate Planners and Councils
Accredited Estate Planner
1991 - 1996
Christian Legal SocietyBoard Member
Education
1994
Southern Methodist University, Dedman School of Law
JD - Juris Doctor
1984
Arizona State University, W. P. Carey School of Business
MBA
1980
Macalester College
BA - Bachelor of Arts
Speaking Engagements
2021
Annual Estate Planning Conference
Charitable Strategies to Offset Taxable Income from IRAs or Compensation Payments
2020
Southern California Presentation
Lessons Learned from the SECURE Act
2008
Conference
Representing Beneficiaries and Fiduciaries
2006
The 30 Best Zero-Tax Planning Tools
The 30 Best Zero-Tax Planning Tools
Publications
2011
Estate Planning magazine
"Drafting Irrevocable Trusts"
2011
Family Office Services, Inc
Sequence of Events: Funding Trusts Steps 1-3
2010
Journal of Practical Estate Planning
"Eating and Sleeping Better with a Captive Insurance Company"
2009
Wealthcounsel Quarterly
"Why Most Families Lose Their Wealth by the Third Generation"
2007
Estate Planning Journal
"The Best Zero-Tax Planning Tools Help Clients Reach Their Goals"
Languages
English