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Updated: November 14th, 2023 | Costa Mesa | Lawyer List J | Bohm Wildish & Matsen LLP |
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Address: 695 Town Center Drive, Suite 700, costa-mesa, CA, 92626
Law Firm: Bohm Wildish & Matsen, LLP
Phone: 657-335-4146
Fax: 714-384-6501
Email:
Website: https://www.bohmwildish.com
| Title | Partner |
| First Year of Call | |
| Areas of Practice | Estate Planning, Trusts and Estates, Guardianship and Conservatorship, Wills, Probate, Contracts, Business Law, Business Planning, Business Formation, Business Transactions, Small Business Law, Corporate Law, Corporate Taxation, Tax Law, Real Estate, Elder Law, Guardianship, Living Wills, Property Law |
| Description | Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, having received his law degree with honors (Order of the Coif) from the UCLA School of Law. Mr. Matsen is a partner at Bohm Wildish & Matsen, LLP. Bohm Wildish & Matsen, LLP provides legal services in the areas of: -Estate Planning -Asset Protection -Business Formation and Transactional Matters -Probate and Trust Administration -Real Property Law. Attorney Matsen’s knowledge, professionalism, responsiveness and integrity have vaulted him to the top of his field culminating in his designation by Worth magazine as one of ‘America’s Top 100 Attorneys’, by Los Angeles Magazine as one of California’s ‘Super Lawyers’ and by OC Metro Magazine as one of ‘O.C.’s Top Lawyers.’ The Nationally Renowned Attorney Rating Service, ‘AVVO’ has rated Mr. Matsen a perfect ’10/10 Superb’, he has continued to achieve the highest rating and has been designated a ‘Preeminent Lawyer’ by the prestigious attorney rating directory, Martindale-Hubbell. He is internationally recognized in the areas of Asset Protection, International Trusts and Offshore Business Entity Formation and has a myriad of world-wide legal, financial and business connections. Matsen regularly presents continuing education seminars for the California State Bar, the National Business Institute, the Advisors Forum, and WealthCounsel on the subjects of estate planning, asset protection and entity formation. Additional experience includes law school Associate Professorships in the fields of Business Planning, Estate Planning, and Advanced Taxation. A Fellow of The Center of International Legal Studies in Salzburg, Austria, Jeff has served as a visiting professor at the law school in Maribor, Slovenia. Mr. Matsen is certified in Business Appraisal by the National Society of Appraiser Specialists. Memberships include WealthCounsel, the International Society of Trust and Estate Practitioners (‘STEP’), the State Bar of California, the American Bar Association and The Board of Governors of The Orange County Pacific Symphony Orchestra. Jeff served as a Captain in the US Marine Corps and speaks fluent Portuguese. Jeff and his wife Susan reside in Newport Beach and are the parents of seven children. In 2007, Jeff was recognized as the Orange County California ‘Father Of The Year’. He is the author of: the award winning book, The ABA Consumer Guide to Asset Protection: A Step-by-Step Guide to Preserving Wealth. ‘Asset Protection Planning,’ The Association of California Business Trial Lawyers, Winter 2004 Journal; ‘Establishing the Price of Closely Held Business Buy-Sell Agreements,’ The Journal of Corporate Taxation, Volume 5, No. 2; ‘A New Look at Business Buyout Agreements,’ The Practical Lawyer, Volume 25, No. 5; ‘Formulating Buy-Sell Agreements and Valuing Closely Held Stock,’ California Closely Held Corporations Tax Planning and Practice Guide, Volume 3, Chapter 41, Matthew Bender, 1987. and author for Seminar Materials on ‘International Trust and Business Entities for Lawyering in International Market,’ Center for International Legal Studies, April 2007. Co-Author of: ‘Limited Liability Companies,’ National Business Institute, June 2007; ‘Domestic Asset Protection Planning Advanced Course Study,’ Seminar Materials, Presented by the California Continuing Education of the Bar, April 2007; ‘An Attorney’s Guide to Asset Protection,’ National Business Institute, March 2007; ‘Advanced Estate Planning and Asset Protection Techniques,’ National Business Institute, January 2007; ‘Asset Protection Planning: Bullet Proofing Techniques for California Attorneys’ National Business Institute, September 2006; ‘Asset Protection Planning,’ National Business Institute, June 2006; ‘The Ins and Outs of Limited Liability Companies in California,’ National Business Institute, April 2005; ‘Better Asset Planning: Understanding the Theory Behind the Methodologies in California,’ National Business Institute, March 2005; ‘Understanding Family Limited Partnerships in California as a Tool in Estate Planning and Asset Protection,’ National Business Institute, December 2004; ‘Asset Protection Techniques in California,’ National Business Institute, October 2003; ‘A Primer on S Corporations: Tax and Non Tax Issues,’ Lorman Business Center, July 2003; ‘Partnerships, LLCs and LLPs Organization and Operation,’ and ‘Selecting and Forming Business Entities in California,’ Lorman Education Services, July 1999; Fellow: Center for International Legal Studies (Faculty Member, Salzburg, Austria). |
Preserving, Protecting, & Transferring Your LegacyBohm Wildish & Matsen, LLP provides services in the areas of:* Asset Protection (Domestic & Offshore) * Business and Succession Planning * Business Transactions * Commercial & Corporate Litigation * Common Interest Developments * Conservatorships & Guardianships * Construction Defect Law * Employment Litigation * Estate Planning * Family Law * Income Tax and Retirement Planning * In…
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