Peer Endorsements

The following endorsement have been made by individuals that have worked with, hired, and/or referred clients to our firm. These individuals are fellow lawyers or business owners.

“Tim is a master at the artful and creative blending of conservative proven strategies to accomplish the client’s many goals. (He has even written) a thought-provoking and motivating book, where he makes accessible the key concepts he has used for over 30 years to enhance his clients’ financial freedom, take care of heirs and fund charitable causes, all with IRS approved strategies. Bravo, Tim!”

Dave Holaday, ChFC, CAP (Wealth Design Consultants, LLC)

“Great Results, Expert, High Integrity – Jeffrey Matsen is my first choice for 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.”

John Bisnar, Attorney, Newport Beach, CA

“Jeff is THE person to call if you need competent Estate Planning or Asset Protection advice or counsel. He is knowledgeable, energetic and most of all an educator. He will educate you about the important decisions that you need to make regarding your Estate Plan and/or Asset Protection Plan. If you already have an Estate Plan, contact Jeff for a review as it is very possible that you need changes, modifications or even a new plan!”

Scott Levine, Attorney, San Diego, CA

“I endorse this lawyer’s work. I have co-counseled with Jeff Matsen on both Off Shore Asset Protection and Domestic Asset Protection matters for high net worth clients. Jeff’s knowledge in the Asset Protection arena is extensive and he is a true professional in every aspect. In addition to being a great practitioner, Jeff is a wonderful educator and loves to teach lawyers and other estate planning professionals on Asset Protection. Jeff has been and continues to be a mentor to me. It is a privilege to work with Jeff and I highly recommend his services.”

Marc Selden, Attorney, New York, NY

“I endorse this lawyer’s work. I have personally referred several clients to Jeff Matsen. I have complete trust and confidence in his abilities. Mr. Matsen has mastered the laws relevant to his area of practice, but what really sets him apart is his skill as a counselor. He truly cares about his clients and will go the extra mile to make them feel comfortable, confident and secure. Having a large family himself, Mr. Matsen deeply appreciates the human implications of estate planning decisions.”

James Ulwelling, Attorney, Costa Mesa, CA

“I am an attorney with a very successful Estate Planning practice in the Los Angeles area. From time to time, I am able to collaborate with attorney Jeff Matsen on more sophisticated and high net worth Estate and Asset Protection matters. Jeff is recognized as one of the top Estate Planning attorneys in the country and I am pleased that I have been able to take advantage of his experience, skills, and legal creativity to assist me in meeting my clients’ estate and tax saving objectives. I am very grateful for Jeff’s friendship and the opportunity we have to work together on complicated Estate Planning matters.”

Michael Burstein, Attorney, Los Angeles, CA

“Jeff is simply one of the most experienced practitioners in the field of estate planning and asset protection–bar none. When you work with Jeff you will find that it is not only his knowledge level that is impressive, it is also the manner in which he has set up bulletproof processes in order to ensure that the job gets done–beginning to end. When Jeff speaks everyone listens. I hope to continue working with Jeff in every possible and continue to learn from him.”

Robert Estes, Attorney, Minneapolis, MN

“I’ve heard Jeff Matsen described as the “Best Attorney in the World” by another attorney & I would have to agree. You just don’t see lawyers with more experience or breadth of knowledge. Combining that with Jeff’s unfailingly high level of integrity gives the high net worth individuals the confidence they need to entrust their estate planning to him. Without question, I recommend Jeff Matsen as an attorney as a man.”

Darrin Mish, Attorney, Tampa, FL

“I endorse Jeff’s work. I have known Jeff for many years. He is extremely professional and is as good as it gets in estate planning and asset protection. I would not hesitate to send him a client of any size.”

Steven Oshins, Attorney, Las Vegas, NV

“I endorse this lawyer’s work. Jeff is an amazing attorney as well as gifted educator, a wonderful mentor, and just simply a great guy. He is super-knowledgeable and experienced in estate planning and asset protection. He was named one of “America’s Top 100 Attorneys” for a reason. I would refer clients to him in a heartbeat. He cares about his clients and what he does, and that’s why he gets such great results.”

Joshua Shulman, Attorney, Portland, OR

“I endorse this lawyer’s work. Jeff is a highly skilled asset protection and estate planning attorney. Jeff is a nationally recognized estate planning expert. Jeff is what I like to call the lawyer’s lawyer – he is the person other lawyers and professionals turn to when they want to protect their wealth and provide for future generations.”

Benjamin Sowards, Milpitas, CA

“Not too many people share Jeff’s ability to explain complex estate planning and asset protection techniques with such ease. He understands the needs of high net worth individuals and has the knowledge and experience to help them protect, preserve and transfer wealth. As an estate planning attorney myself, I have attended seminars and continuing education programs presented by experts nationwide. Jeff’s presentations are always among the best and I enjoy learning from him. His dedication and enthusiasm for the subject matter are readily apparent.”

Amina Saeed, Attorney, North Aurora, IL

“I have attended several of Mr. Matsen’s presentations and worked with him on an asset protection matter. I find him to be extremely knowledgeable, easy to work with, and in general an attorney of the highest caliber.”

Gregory Herman-Giddens, Attorney and President, TrustCounsel, Chapel Hill, NC

“I am an attorney with a business litigation and general civil practice in Southern California. I have referred several estate planning and probate clients to Jeff Matsen and will continue to do so in the future. In addition, I have worked with Jeff on a few complicated estate administration cases and he has done an outstanding job. I recommend Jeff for probate, estate administration, and estate planning matters.”

Robert Petrokofsky, Attorney, Newport Beach, CA

“After watching Jeff Matsen in action, I can say without reservation that Jeff’s asset protection skills and his ability to assist high net worth families and business owners is unmatched. As a specialist in this field myself, I am learning tremendous amounts from Jeff, and I attend seminars from the very best attorneys all across the country. I cannot wait to work with Jeff Matsen again. Jeff is truly one of the best attorneys in the United States.”

Kevin Von Tungeln, Attorney, Lancaster, CA

“Jeff is simply the best at what he does. If you are the type of person that has worked hard for what you have, and you have accumulated some wealth, it would be foolhardy to not talk to Jeff about protecting those assets. I know a lot of attorneys, and Jeff is the only lawyer I would recommend for high net worth people.”

Christopher Morales, Attorney, San Francisco, CA

“I trust Jeff to work alongside me on all my advanced estate planning and asset protection matters. His level of expertise and experience translates incredibly to his communication with my clients. I hold Jeff in the highest regards, and would certainly encourage any other attorneys to utilize his expertise for complicated estate, business, and asset protection / planning matters.”

Bryan Eisenbise, Santa Ana, CA

“Jeff Matsen is a highly respected member of the estate planning community. I had the privilege of co-authoring a book with Jeff along with a number of other attorneys. His knowledge about complex estate planning and asset protection tools is extremely thorough. More importantly, his ability to communicate with people without “talking down” to them is refreshing and a rare quality among attorneys. I highly recommend Jeff Matsen.”

James Voeller, San Antonio, TX

“I endorse this lawyer’s work. He has expertise in asset protection and advanced planning. He has excellent protocols and procedures that lend to a very favorable client experience. He is one of the preeminent estate attorneys in the country.”

Howard Lang, Libertyville, IL

“Mr. Matsen is a well-known and respected estate planning attorney. He is particularly known for his work in the arena of asset protection. I have attended several of Mr. Matsen’s courses on asset protection, and have been impressed by his knowledge, skillful speaking, and friendly demeanor.”

P. Green, Salem, OR

“I endorse this lawyer’s work. Mr. Matsen is very knowledgeable, fair, and easy to work with. He makes clients feel at ease while at the same time provides excellent legal service. He has an excellent team who are all considerate and proficient at what they do. I do not hesitate to refer clients to him.”

Kyle Krasa, Attorney, Pacific Grove, CA

“I have paid considerable attention to Jeff’s vast knowledge and abilities and look forward to partnering with him in planning for my clients. Jeff has extensive experience in planning for high net worth individuals with a vast array of estate planning and asset protection vehicles.”

James Alder, Attorney, Salt Lake City, UT

“Jeff is an extraordinary attorney and person. His experience and knowledge is at the top of our profession and I trust him implicitly. I highly recommend Jeff to other attorneys as well as consumers for asset protection, trusts, business planning and offshore trusts. Jeff is not only at the very top of our profession, he is a caring and devoted father, husband and friend to so many.”

Brenda Geiger, Attorney, Carlsbad, CA

“Jeff is a top notch estate planning lawyer who is well-respected by his peers. He gives so much to his clients, colleague, and community. I highly endorse Jeff.”

Kristin Yokomoto, Irvine, CA

“I have worked closely with Jeff for many years and have enjoyed the collaboration and collegiality that comes from working with such a top-notch lawyer. Jeff is honest, intelligent and cares about his clients as well as his professional relationships. He keeps current on the latest legal strategies and shares that knowledge with his colleagues through writing and speaking across the country. Jeff has a caring and compassionate heart, a keen intellect, and is a straight shooter with great integrity, high professional standards and a strong commitment to family, faith, and community. I recommend him highly.”

Eden Rose Brown, Attorney, Owner, Law Office of Eden Rose Brown

“Jeffrey is widely regarded as a trust “guru”. He has a way of explaining complex and interrelated topics so that they make sense. He is a lawyer’s lawyer, with a tremendous grasp of taxation, asset protection, and how to use trusts and business entities to accomplish a number of goals efficiently and privately. Anyone would be lucky to have an attorney of this caliber as their own attorney. We lawyers are lucky to have a colleague so willing to share his knowledge and experience with us for the good of the practice.”

Dennis Brislawn, Principal Member, WealthCounsel, LLC

“Asset protection and planning for individuals of high net worth involves a complex legal arena, which is why I have recommended Jeff Matsen in this area of practice, and would recommend him again. He brings 35+ years of experience, plus a bright mind, an engaging personality and integrity.”

Lance A. McKinlay, Partner, Manderson, Schafer & McKinlay LLP

“I have personally worked with and trained over 7,000 attorneys across the country. Every once in awhile I meet an attorney who truly stands head and shoulders above their peers in terms of expertise, knowledge, and commitment to their clients. Jeff Matsen is one of those attorneys. After having trained hundreds of estate planning and asset protection attorneys, I consider Jeff to be in the top 1% of all of them! Whenever I meet business owners and other high net worth individuals who need professional expertise from an asset protection attorney I tell them to trust Jeff Matsen. I count it as an honor and privilege to count Jeff not only as a client, but more importantly a friend.”

John Graham, CPA and Owner, John A. Graham & Associates

“My vocation demands that I remain abreast of the precise location of an ever-moving goal post. Such is the nature of the law. My continuing efforts at ongoing professional and personal development have honed my radar to zero in on other professionals that are the “real deal.” It is with the utmost respect that I recommend the work of Jeff Matsen. Jeff endeavors to do all of the things that he does for his clients and his colleagues from a fully-orbed legal and transactional perspective that brings to bear a wealth of experience upon almost any problem a client might face in that multi-disciplinary practice that we attorneys so tersely dub “estate planning.” What is even more worthy of note is that Jeff is that rare individual who does what he does so well, and he does it with integrity, grace, sensitivity, and good humor.”

Steven Welch, Member, Sanders Welch, LLC

“I’ve had the pleasure of getting to know Jeff through WealthCounsel, a national organization of estate planning attorneys. Jeff possesses vast knowledge in the areas of asset protection and planning for individuals of high net worth. Our firm was so impressed with Jeff, we asked him to join our firm as Of Counsel. Not only is Jeff a great attorney, but a respected mentor and friend.”

Garrett Griffin, Estate Planning Attorney at BridgeBuilder – Plans For Life, a Practice Group of Kevan D. Acord, P.A., BridgeBuilder – PlansFor Life

“Jeff is a pleasure work with and is extremely responsive to both his colleagues and clients. He has extensive experience handling sophisticated wealth transfer cases and has written numerous books and articles in the field of asset protection, wealth transfer, estate tax minimization strategies, and business entities. Jeff is available to co-counsel with estate planning practitioners who are seeking guidance from one of the top attorneys in the field.”

Kirsten Izatt, Attorney & Counselor at Law, The Estate Planning Law Group

“Jeff Matsen is a brilliant, generous lawyer who knows about business organizations and protecting assets as anyone I know. He’s also done a great job building his business. If you are a colleague or a potential client, I know that Jeff can help you.”

Jan Copley, Attorney, Jan Copley Attorney At Law

“Jeff is definitely the ‘go-to’ person for asset protection — from the small estate, to the very large. If you’re about protecting (and keeping) what you own, you’ll want to see Jeff Matsen.”

Judith Michael Fouladi, Superior Court Judge

“Jeff Matsen is as tough as a champion prize fighter but has the integrity and good character of a boy scout. I recommend putting him in your corner to help solve any business transaction or challenge, complex or not.”

Jonathan Terry, Attorney and Founding Partner, Ulich & Terry LLP

“Mr. Matsen brings innovative solutions to address often complex wealth management issues.”

Tom Francis, Attorney, Thomas E. Francis, P.C.

“Jeff was my law professor in business planning over 30 years ago. At the time Jeff had written the best business planning book around. He is without question one of the most astute and experienced attorneys nationally in estate planning, business planning, and asset protection. Always willing to help, he is a teacher, mentor, and co-counsel of the highest caliber. Add in a quick wit and great personality and it just doesn’t get any better.”

W. Vito Lanuti, Attorney, W. Vito Lanuti & Associates

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.”

Jay Adkisson, Attorney

“Jeff Matsen is the gold standard in the fields of Estate Planning and Asset Protection. With decades of experience, Mr. Matsen provides time-tested and innovative solutions to a client’s wealth management concerns. But perhaps most importantly, he is a family man of great integrity.”

Joseph Groff, U.S. Air Force Judge Advocate General’s Corps (JAG)

“Jeffrey and I have taught various subjects in the same venues. He is an expert not only on the subject of creditor protection planning but also estate planning. Besides being a great guy, he is a great attorney and a wonderful communicator. His primary goal is to do what is best for his client…and he does a superb job of that.”

Carol Gonnella, Attorney, Gonnella & Associates

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

Brandon Burton

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

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.

X