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Jeffrey R. Matsen, Of Counsel

3Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, and received his law degree with honors (Order of the Coif) from the UCLA School of Law. Jeff served as a Captain in the US Marine Corps and is the founder of “Wealth Strategies Counsel” the Estate Planning and Business Transactions department of the Orange County, California law firm of Bohm, Matsen, Kegel & Aguilera. For over 35 years, Jeff has been providing customized legal services in the areas of estate planning, asset protection, business formation and transactional matters, probate and trust administration, and real property law.

Matsen regularly presents continuing education seminars for the California State Bar, the National Business Institute, WealthCounsel, The Advisors Forum, and a myriad of other organizations on the subjects of estate planning, asset protection and entity formation. Jeff has been a Professor of Law in Business Planning and Estate Planning at Western State University College of Law, an Adjunct Professor of Law at Chapman University School of Law, and an instructor at the Golden Gate University Program of Advanced Taxation. A Fellow of The Center of International Legal Studies in Salzburg, Austria, Jeff has served as a visiting professor at the law school in Maribor, Slovenia.

Jeff is certified in Business Appraisal by the National Society of Appraiser Specialists and is a member of WealthCounsel, The Advisors Forum, the International Society of Trust and Estate Practitioners (“STEP”), the State Bar of California, and the American Bar Association. He currently serves on the Board of Counselors of the Orange County Pacific Symphony Orchestra and as Vice Chairman of the Rancho Del Mar District of the Boy Scouts of America. Jeff managed Little League and Pony League baseball, coached basketball and served on the Board of Directors of the local Boys and Girls Club. He was named Orange County 2007 Father of the Year by the Father’s Day Council and the American Diabetes Association. Jeff and his wife Susan reside in Newport Beach, California and are the parents of seven children.