Jeffrey R. Matsen
Matsen graduated from Brigham Young University cum laude in 1964 and received his law degree with honors (Order of the Coif) from the UCLA School of Law in 1967. Upon graduation from law school, Matsen was employed as an associate attorney by the prestigious 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 with the rank of Captain, Matsen joined the Newport Beach law firm of Westover, Currey & Matsen in 1971. He is now the partner in charge of the Estate Planning and Business Transaction Department of Bohm, Matsen, Kegel & Aguilera, LLP. This Department encompasses estate planning, asset protection, business formations and transactional matters, tax and real estate.
Matsen has been named one of "America's Top 100 Attorneys" by the prestigious Worth Magazine and one of California's "Super Lawyers" by Los Angeles Magazine. Matsen also has the “AV” highest rating for competency and ethics as published by the prestigious international attorney directory, Martindale Hubbell.
A sought after educator, Matsen regularly presents educational seminars for the California State Bar, Continuing Education of the Bar Program, and has presented seminars for the California Society of Public Accountants, the Orange County Bar Association and the National Association of Realtors. He was a Professor of Law in Business Planning and Estate Planning at Western State University College of Law from 1968-1985, an Adjunct Professor of Law at Chapman University School of Law in 1998 and an Instructor at the Golden Gate University Program of Advanced Taxation from 1977-1983. As a fellow of the Center of International Legal Studies, Matsen has served as a visiting professor at the law school in Maribor, Slovenia. Matsen is certified in Business Appraisal by the National Society of Appraiser Specialists, is a member of the Society of Trust and Estate Practitioners and a member of the Offshore Institute. He is a member of the State Bar of California and the American Bar Association (Member, Section of Real Property, Probate and Trusts Law).
Matsen has published several legal articles including “Asset Protection Planning” published in The Association of California Business Trial Lawyers, Winter 2004 Journal; “Establishing the Price of Closely Held Business Buy-Sell Agreements” published in The Journal of Corporate Taxation, Volume 5, No. 2.; “A New Look at Business Buyout Agreements” published in The Practical Lawyer, Volume 25, No. 5; “Formulating Buy-Sell Agreements and Valuing Closely Held Stock”, California Closely Held Corporations Tax Planning and Practice Guide, Volume 3, Chapter 41, Matthew Bender (1987); Co-author, “Partnerships, LLCs and LLPs Organization and Operation”, and “Selecting and Forming Business Entities in California”, Lorman Education Services, July 1999; Co-author, “Asset Protection Planning”, National Business Institute, June 2006; Co-author, “Limited Liability Companies”, National Business Institute, June 2007; Co-author, “Understanding Family Limited Partnerships in California as a Tool in Estate Planning and Asset Protection”, National Business Institute, December 2004; Co-author, “Domestic Asset Protection Planning Advanced Course Study”, Seminar Materials, Presented by the California Continuing Education of the Bar, April 2007; Co-author, “An Attorney’s Guide to Asset Protection”, National Business Institute, March 2007; Author for Seminar Materials on “International Trust and Business Entities for Lawyering in International Market”, Center for International Legal Studies, April 2007; Co-author, “Asset Protection Techniques in California”, National Business Institute, October 2003; Co-author, “A Primer on S Corporations: Tax and Non Tax Issues”, Lorman Business Center, July 2003; Co-author, “Advanced Estate Planning and Asset Protection Techniques”, National Business Institute, January 2007; Co-author, “The Ins and Outs of Limited Liability Companies in California”, National Business Institute, April 2005; Co-author, “Better Asset Planning: Understanding the Theory Behind the Methodologies in California”, National Business Institute, March 2005; Co-author, “Asset Protection Planning: Bullet Proofing Techniques for California Attorneys”, National Business Institute, September 2006.
Matsen is married to Susan Matsen and resides in Newport Beach with his family where he managed Little League and Pony League baseball, coached basketball and served on the Board of Directors of the local Boys and Girls Club. He currently serves on the Board of Counselors of the Orange County Pacific Symphony Orchestra and was named Orange County 2007 Father of the Year by the Father’s Day Council and the American Diabetes Association.