FACES of Orange County 2017

No. 4 High Net Worth Planning

Jeffrey R. Matsen of MATSEN LAW

“It’s terrifying what is happening out there. Many clients see me after it is too late. Time is of the essence and action has to be taken now.”

The Orange County attorney, who has spent more than five decades protecting and managing wealth, assets and legacies for families across the globe, is now making these tools that were once only known to the “super rich” more widely available.

The wealthy have long reaped the benefits of these closely guarded secrets that enable those so-called 1 percenters to pay less taxes and grow their net worth. Matsen has these tools at his disposal and is ready to share them with his clients. Matsen emphasizes that the tools are not for people with less than $1 million in assets; people making less than $100,000 a year; or people who do not own homes, or property. These tools are for: people with a lot of equity in their homes or business; anyone with assets that are at risk and people making over $100,000 a year.

“Most of my business comes from referrals from attorneys,” said Matsen. “Most attorneys do not understand this work. Because we concentrate on high net worth planning in an integrated manner, we can be more cost effective and better protect our clients.”

Matsen has received accolades from numerous prestigious publications and organizations. He was designated a “Top 100 Attorney” by Worth Magazine. He is designated a “Super Lawyer” and Avvo, a national organization that provides detailed information on lawyers and legal issues, ranked Matsen as a “10 Superb.” Martindale-Hubbell classified him as a “Preeminent Lawyer” and The American Bar Association commissioned Matsen to author the publication, ABA Consumer Guide to Asset Protection.

695 Town Center Drive, 7th Floor | Costa Mesa, California 92626 | (714) 384-6580 | mv-lawyers.com

Photograph by Jason Wallis Photography