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Jeffrey R. Matsen

Jeffrey R. Matsen

Partner
Location:
Costa Mesa, California
Phone:
714-656-3213
714-602-5845
866-712-8289
877-685-5604
Fax:
714-384-6501
Email:

AREA OF PRACTICE

Business formations and transactional matters, estate planning, asset protection, probate, tax, real estate and international law.

EXPERIENCE

Over the past 30 years, Mr. Matsen has provided legal services to a myriad of individuals and business entities in setting up and organizing partnerships, corporations and limited liability companies and drafting the various legal documents relative thereto. In this regard, Mr. Matsen is intimately familiar with buy/sell agreements, shareholder agreements, buying and selling businesses, business dissolutions and representing public companies. Mr. Matsen also has an extensive background in taxation, real estate, estate planning, probate and asset protection law and setting up and representing international businesses. He has represented a multitude of both individual and business clients with respect to business and real estate transactions and has prepared hundreds of sophisticated estate plans.

LEGAL & PROFESSIONAL ASSOCIATIONS

  • State Bar of California (Member Section on: Trusts and Probate);
  • American Bar Association (Member Section on: Asset Protection Planning);
  • Certified in Business Appraisal by Professional Certification Board;
  • Member, The Offshore Institute, Member of WealthCounsel.

EDUCATION

Brigham Young University (B.A., cum laude 1964). University of California at Los Angeles (J.D., 1967 highest honors, Order of the Coif). Captain United States Marine Corps (Judge Advocate and Military Judge, 1968 - 1971); Languages: speaks fluent Portuguese.

WORK EXPERIENCE

Upon graduation from law school, Mr. Matsen was employed as an associate attorney by the Los Angeles law firm of Musick, Peeler & Garrett. After serving a three-year tour of duty in the United States Marine Corps as a Judge Advocate and Military Judge with the rank of Captain, Mr. Matsen joined the Newport Beach law firm of Westover, Currey & Matsen in 1971. When that firm was dissolved in 1976, he established his own practice. From October 1999 to December of 2000, Mr. Matsen was employed as Executive Vice President, General Counsel and Secretary of Universal Broadband Networks where he was responsible for the preparation and filing of the entire Application process resulting in a listing on the NASDAQ National Market and oversaw every aspect of the Company's legal and SEC matters. Mr. Matsen has been a Professor of Law at Western State University College of Law in Fullerton where he taught for more than 16 years. He has also been a faculty member for the Golden Gate University Graduate School of Taxation and Adjunct Professor of Law at Chapman University School of Law in Orange, California. He has lectured extensively before professional and lay groups and is the author of the Chapter, "Formulating Buy/Sell Agreements and Valuing Closely Held Stock" in the wildly circulated Mathew Bender Publication, California Closely Held Corporations. He is the co-author of Selecting and Forming Business Entities in California, Family Limited Partnerships, and Partnerships, LLCs and LLPs: Organization and Operation published by Lorman Education Services and Asset Protection Techniques in California published by the National Business Institute.

PERSONAL

Mr. Matsen is married and the father of seven children.

Areas of Practice

  • Business Formations
  • Transactional Matters
  • Estate Planning
  • Asset Protection
  • Probate
  • Tax
  • Real Estate
  • International Law

Certified Legal Specialties

  • Certified in Business Appraisal, Professional Certification Board

Bar Admissions

  • California, 1968
  • U.S. District Court Central District of California
  • U.S. Supreme Court, 1974
  • U.S. Tax Court, 1972

Education

  • University of California at Los Angeles School of Law, Los Angeles, California
    • J.D. - 1967
    • Honors: With Honors
    • Honors: Order of the Coif
  • Brigham Young University
    • B.A. (Cum Laude) - 1964

Published Works

  • "Formulating Buy/Sell Agreements and Valuing Closely Held Stock"
  • Selecting and Forming Business Entities in California, Family Limited Partnerships, and Partnerships, LLCs and LLPs: Organization and Operation (Co-Author), Lorman Education Services
  • Asset Protection Techniques in California, National Business Institute

Classes/Seminars

  • Western State University College of Law, Professor of Law
  • Faculty Member, Golden Gate University Graduate School of Taxation
  • Adjunct Professor of Law, Chapman University School of Law, Orange, California

Honors and Awards

  • "Top 100 Attorneys" by Worth Magazine
  • "Southern California's Super Lawyers" by Los Angeles Magazine
  • Highest Rating for Competency and Ethics by Martindale Hubbell

Professional Associations and Memberships

  • State Bar of California, Trusts and Probate Section, Member
  • American Bar Association, Asset Protection Planning Section, Member
  • The Offshore Institute, Member of WealthCounsel, Member

Past Employment Positions

  • United States Marine Corps, Captain, Judge Advocate and Military Judge, 1968 - 1971
  • Musick, Peeler & Garrett, Associate
  • Westover, Currey & Matsen, 1971 - 1976
  • Universal Broadband Networks, Executive Vice President, General Counsel and Secretary, 1999 - 2000
  • Bohm, Matsen, Kegel & Aguilera LLP, Partner

Pro Bono Activities

  • Member, Orange County's Center Club
  • Member, President's Business Advisory Council
  • Member, Board of Counselors of the Orange County Symphony Orchestra
  • Member, Southern California Institutes Laureate Circle
  • Member, Board of Directors of the Harbor Area Boys and Girls Clubs

Languages

  • Portuguese

Bohm Kalish, APC
695 Town Center Drive
Suite 700, Park Tower
Costa Mesa, CA 92626


Phone: 714-656-3213
Toll free: 866-712-8289
Fax: 714-384-6501

Costa Mesa Law Office Map

San Francisco Office
50 California Street
Suite 1500
San Francisco, CA, 94111

Phone: 415-906-2306
Toll free: 866-712-8289
Fax: 415-277-5487
Map and Directions

Los Angeles Office
City National Plaza
515 S. Flower Street
36th Floor
Los Angeles, CA, 90071
Phone: 213-550-3080
Toll free: 866-712-8289
Fax: 213-236-3671
Map and Directions

Honolulu Office
735 Bishop Street
Suite 219
Honolulu, HI ,96813


Toll free: 866-712-8289
Fax: 808-550-8899
Map and Directions

Las Vegas Office
3960 Howard Hughes Parkway
Suite 500
Las Vegas, NV 89169

Phone: 702-490-9953
Toll free: 866-712-8289
Fax: 702-990-3864
Map and Directions

Phoenix Office
40 North Central Avenue
Suite 1400
Phoenix, AZ, 85004

Phone: 602-467-3912
Toll free: 866-712-8289
Fax: 602-283-1371
Map and Directions

Denver Office
Denver Place
999 18th Street
Suite 3000
Denver, CO ,80202
Phone: 303-500-5819
Toll free: 866-712-8289
Fax: 303-357-4622
Map and Directions