Maximizing Value with Asset Protection Planning

Client Testimonials

 

 

Confidential Client Testimonial, Newport Beach CA

“I am so thankful that he is there for us.”

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.

-John Spiezia, Newport Beach CA

“I consider Mr. Matsen as one of the most trustworthy, capable and intelligent people that I have ever known.”

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.

-Sue Young, Yorba Linda CA

“He knows people and genuinely cares about his clients and their lives.”

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.

-James Byrne, Laguna Niguel CA

“We are very pleased with Jeff’s professionalism, experience and creativity.”

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.

-Wendy Crommelin, Anaheim CA

“We couldn’t be more pleased with the prompt, efficient and professional services that Jeff and his team have provided to us.”

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!

-Robert Davis, Signal Hill CA

“We have great confidence in his legal recommendations.”

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.

-Craig Curry, Huntington Beach CA

“Jeff was very responsive and did a great job.”

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.

-Beth Christensen, Garden Grove CA

“Jeff and Lisa really care about the people they represent and go the extra mile to make sure that everything is done right.”

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.

-Gregory Herman-Giddens, Attorney and President, TrustCounsel

I worked with Jeff on an asset protection matter, and found him to be very knowledgeable, friendly and prompt in providing assistance.

-Confidential Client Testimonial, Toronto Canada

“We are very grateful for his responsive, professional and caring concern.”

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.

-Jay Adkisson, hired Jeffrey as a Attorney in 2003

Personable, On Time, High Integrity –“I’ve known Jeff Matsen for many years, have referred clients to Jeff, and have lectured with Jeff at various professional educational conferences. Jeff is a consummate professional who is passionate about his practice and very happy with what he is doing.”

Guy Baker, CLU, MSFS, MSM, MBA, hired Jeffrey as a Attorney in 1985

Great Results, Personable, High Integrity –“Jeffery is a terrific professional who has proven time and again he is able to deliver on his promises. His breadth of knowledge and ability to help others find the right solutions is unparalleled in the business. He would be a great advisor for anyone interested in his services.”

-Brandon Burton, hired Jeffrey as a Attorney in 2010, and hired Jeffrey more than once.

Great Results, Expert, High Integrity –“Jeff has been providing our clients with quality Estate planning!”

Kevin Brown, hired Jeffrey as a Trust Company in 2010, and hired Jeffrey more than once.

Expert, High Integrity, Creative –“Jeff is a highly competent, highly principled attorney. He is extremely knowledgeable in the areas of estate and asset protection planning. He is thorough, organized and detail oriented. It is truly a pleasure to work with Jeff, and I would not hesitate to recommend him to anyone in need of estate or asset protection planning.”

-John Bisnar, hired Jeffrey as a Attorney in 2009, and hired Jeffrey more than once.

Great Results, Expert, High Integrity –“Jeffrey Matsen is my first choice for a trust and estate matters. I have hired Jeff multiple times to perform trust work for my clients. He is the only attorney I use for these matters. He is very skilled, listens well, gets things done right the first time, gets work done on time, is flexible and easy to work with. I highly endorse Jeff and anyone interested can call me to verify my endorsement. 800-956-0123”

-Christine Weiner, Owner, Christine C. Weiner, A Prof. Law Corp.

I am pleased to give an excellent recommendation to Jeffrey Matsen, whom I have known professionally for more than 5 years, in advanced estate planning & asset protection groups; WealthCounsel, & Southern California Institute. Jeffrey has been an outstanding mentor and co-counsel on several asset protection planning cases. He assisted in protecting a medical professional from alleged malpractice & criminal liability; the medical professional was completely exonerated and saved his personal assets. It is my pleasure to give a superb recommendation to Jeffrey Matsen.