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About Us

We serve each client according to the following principles:

PRINCIPLE 1

Clients are the most important people in our Firm.

PRINCIPLE 2

No two clients are alike and we must evaluate each situation with the unique needs and goals of each individual.

PRINCIPLE 2

Clients are the purpose of our work and it is our privilege to help them realize their vision.

PRINCIPLE 2

Clients rely on our experience, knowledge and direction and we depend on that level of trust to best serve clients and their families.

Our Integrated Approach

Working with thousands of individuals and families over the last 45+ years, MVM Law has learned that comprehensive planning is essential in serving our clients’ needs. We pride ourselves in being one of the only law firms in the country to offer the specialized legal services necessary to help our clients prosper in all facets and phases of life, from the young professional who is just starting a family, to the successful business owner who is looking forward to retirement and passing the business on to children. Our experienced and knowledgeable team is here to guide you at every step of the way. That’s why we developed extensive expertise in eight key areas, all of which are critically important to you, your family and your future:

This integrated planning approach is very unique and what sets us apart in the industry. Other firms’ expertise is typically limited to one or two main areas, with no one capable of looking at your complete picture and integrating your goals and future plans. Unfortunately, as a result, many individuals receive piecemeal planning that results in unnecessary roadblocks along the way.

What does this mean to you? If your legal team isn’t looking at your complete picture –not only could you be victims of too much risk and unnecessarily high taxes and planning expenses, but you could also be missing many opportunities to prosper and maximize your wealth.

The attorneys at MVM Law have been regarded as the best advanced planning law firm for over 10 years. Super Lawyers has recognized Jeffrey R. Matsen as one of the top Estate Planning attorneys in California and our associate attorney Marin Bradshaw has been awarded as Super Lawyers Rising Star. Our attorneys hold a 10/10 Superb rating on AVVO, and have been awarded as the Estate Planning Best Law Firm in Orange County, California.

Boutique Firm Customer Service

Being a boutique firm gives us the advantage to stay close to our clients and build strong and long lasting relationships. Below you will see a few of our client testimonials, including those from clients who have been with us for over 30 years.

Start Planning Today!

Learn more about how we can help you achieve your goals. Call us today to set up an appointment: 888-601-3115

If you would like to be contacted to discuss your specific situation within the next business day

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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.)

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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