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PROBATE / CONSERVATORSHIP / GUARDIANSHIP

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INTERNATIONAL TAX PLANNING

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BUSINESS AND SUCCESSION PLANNING

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TRUST ADMINISTRATION AND LITIGATION

Jeffrey Matsen

Jeffrey R. Matsen

Partner
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Tim Voorhees

Partner
Jonathan Mintz

Jonathan Mintz

Partner

8 Reasons to Create/Update Your Estate Plan

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What Our Clients Say About Our Services

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.

John Spiezia | Newport Beach, CA

Tim is one of the true geniuses in the financial services business. His ability to take complex tax strategies and weave them together into a comprehensive and global plan is nothing short of brilliant...Tim and his staff are remarkable communicators and have designed many plans for families throughout the years. I am confident these plans are all solid legally, ethically and morally. The only question anyone has to answer is whether or not they are committed to doing the planning needed to pass their wealth on to future generations.

Guy E. Baker | CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC

I am so thankful that they are 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.

Confidential Client Testimonial | Newport Beach, 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.

Sue Young | Yorba Linda, CA

We couldn’t be more pleased with the prompt, efficient and professional services that MVM Law and the 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. MVM Law serves as our corporate counsel and we couldn’t be more pleased with the prompt, efficient and professional services provided to us. In addition, MVM Law 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 the firm 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 this legal team watching our backs and helping us move forward and prosper!

Wendy Crommelin | Anaheim, CA

Tim is hands-down the smartest financial planner in the United States when it comes to estate and tax strategies, client interaction, software presentation, and communication of complex planning strategies with illustrations understood by clients. He’s a gentleman’s gentleman, as well as a real TRUST-WORTHY, class-act guy with solid Christian values. Tim is an attorney and an MBA, and is very knowledgeable in virtually every area of our business. He’s great with clients (and they all love him). He’s easy to work with as a co-advisor on cases; he’s creative and very personable. I can’t say enough good stuff about Tim Voorhees!

Bill Lindsey | MSFS, AEP (RFCh TEAMS Solutions, Inc.)

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.

Robert Davis | Signal Hill, 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.

Craig Curry | Huntington Beach, CA

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

Gregory Herman-Giddens | Attorney and President (TrustCounsel)

We are very grateful for the 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 MVM Law 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.

Confidential Client Testimonial (Toronto Canada)

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.

Guy Baker | CLU, MSFS, MSM, MBA (hired Jeffrey as an Attorney in 1985)

Great Results, Expert, High Integrity. MVM Law has been providing our clients with quality Estate planning!

Brandon Burton

Disclaimer Pursuant to the Board of Governors of the State Bar rule 1-400(E) on Advertising and Solicitation, these testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

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We build strong and long lasting relationships with clients.

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We offer an Integrated Approach of Law Services

Being a boutique firm gives us the advantage to stay close to our clients and build strong and long lasting relationships.

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Asset Protection

We design and implement domestic and offshore asset protection plans to guard against potential liabilities.

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Estate Planning

Our estate planning techniques are specifically designed to maximize wealth, minimize taxes, plan for future generations, pass on values and protect beneficiaries.

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Probate / Conservatorship / Guardianship

We have handled the administration of hundreds of estates for over 40 years and have the knowledge, experience and network of professionals necessary to guide our clients through the complex probate process.

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International Tax Planning

By combining innovative strategies in the areas of asset protection, income and estate tax planning, business and succession planning, and real estate law, we approach planning for non-US citizens/residents similar to how we approach planning for our US-citizen clients.

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Business and Succession Planning

While business succession can be a relatively simple process, we do caution our clients regarding passing their businesses into the hands of ill-prepared successors.

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Real Estate Law

For most individuals, families and business owners, real estate represents a major part of their total overall net worth.

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Trust Administration and Litigation

Comprehensive knowledge of Trust law and the tax ramifications associated with Trust funding and distribution enable our clients and beneficiaries to obtain the best service in this complex area.

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Income Tax and Retirement Planning

Without some serious tax-planning, millions of dollars every year that could be redirected to family and favorite charities will go straight to the IRS.

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