Two wealth planning industry leaders, Matsen and Voorhees, join forces to provide the ultimate service

11:41 pm Asset Protection, Business Litigation, Business Planning, California Trusts, Domestic Asset Protection, Estate Planning, Foreign Asset Protection, Living Trust, Offshore Trusts, Probate, Real Estate, Retirement Planning, Tax Planning, Trust Litigation, Uncategorized, Wills

DATE:

March, 2012

LOCATION:

Orange County California

SUMMARY:

Attorney Jeffrey R. Matsen of Wealth Strategies Counsel, one of the Nation’s ”Top 100 Attorneys”, and Tim Voorhees, JD, MBA,  a 34-year veteran of the advanced planning industry, have merged to form the Matsen Voorhees partnership. This new entity will operate as Matsen Voorhees, part of Bohm, Matsen, Kegel & Aguilera LLP.  The Voorhees-Matsen relationship will offer a broad array of resources to clients and advisers on each planning team. The merged law firm will emphasize Estate, Business and Asset Protection Planning as well as Real Estate and Probate services. Voorhees Family Office Services will continue to offer Zero-Tax Planning workshops, Wealth Blueprinting, Wealth Counseling, and Tax-Efficient Asset Management Solutions through its “TEAMS” affiliate. The service mark of the revised firm is, “Maximizing Value with Zero Tax and Asset Protection Planning.”

BODY:

Attorney Jeffrey R. Matsen has been designated by Worth magazine as one of “America’s Top 100 Attorneys,” by Los Angeles Magazine as one of California’s “Super Lawyers,” and by OC Metro Magazine as an “O.C.’s Top Lawyer. He is also listed in The Best Lawyers in America. The Nationally Renowned Attorney Rating Service, ‘AVVO’ has rated Mr. Matsen a perfect “10/10 Superb” and he has continued to achieve the highest “AV rating.“  He has been designated a “Preeminent Lawyer” by the only other prestigious attorney rating directory, Martindale Hubble. He is internationally recognized in the areas of Asset Protection, International Trusts and Offshore Business Entity Formation and has a myriad of world-wide legal, financial and business connections.

Matsen is the founding partner of Wealth Strategies Counsel (WSC), the Estate Planning and Business Transactions Department of the Orange County California premier law firm of Bohm, Matsen, Kegel & Aguilera, LLP with offices in Orange County California, Connecticut, New York City, Washing D.C., Detroit, Chicago, Kansas City, Salt Lake City, Boise, and Monterey/Carmel California, San Diego and Honolulu.  With over 35 years of experience, WSC handles complex and sophisticated asset protection, estate and business planning matters locally, nationally and internationally.  WSC serves a variety of clients by providing integrated solutions through advisors they can trust.  The WSC process fulfills clients’ wishes using a proven and tax advantaged process.

Attorney Tim Voorhees has 34 years of experience as a Wealth Counselor.  In addition to a Juris Doctorate with a concentration in corporate and estate planning, Tim holds a BA in economics and an MBA in finance.  Since focusing on zero tax planning in 1990, Tim has had key roles in planning several hundred cases for clients with net worths ranging from $3 million to over $1 billion.  His planning staff integrates any of more than 300 tactical planning tools into comprehensive plans that reduce or eliminate taxes, increase transfers to heirs, enhance charitable giving potential, or achieve other personal or financial goals.  Tim has a well-developed and effective process for coordinating a client’s advisors to develop plans using proprietary software.  Tim regularly publishes in Estate Planning Magazine, the Journal of Practical Estate Planning, Insurance News, the elite advisor website of Financial Planning Magazine, and other leading publications.  Tim has spoken at national conferences of the National Network of Estate Planning Attorneys, ALI-ABA, Kingdom Advisors, the Southern California Tax & Estate Planning Forum, etc. He has also presented at annual conferences for numerous financial advisory firms.

When interviewed, Jeff Matsen shared the following comments about the merger, “I am excited to partner with Tim!  The decision to merge our firms was made after considerable due diligence where I found Tim to be very professional and trustworthy with impressive knowledge, skills, connections and a talented team.  Perhaps the deciding factor is that I really like Tim and the way he conducts himself and his practice.  We have Co-counseled on a few clients and it was evident that we work well together and complement each other.  It is an honor and pleasure for me to be affiliated with Tim and to have a younger and vigorous partner who I know, not only can keep up with me and the demands of my practice, but will add considerable value to it.  Our combined expertise and resources provide a strategic advantage to our mutual clients,” stated Jeffrey R. Matsen, Founding Partner, Wealth Strategies Counsel.

Tim Voorhees shared the following comments about the merger, “We needed a world-class team of lawyers and paralegals to help us implement strategies in our Family Wealth Blueprints®.  While we have been honored to serve many of the top law firms and CPA firms around the country as a back office during the last 20 years, ultimately, our success depends on implementing our blueprints most effectively with support from a highly experienced legal team that knows our process.  We are honored and thrilled to tell our clients about the deep and broad capabilities now available through the Matsen Voorhees partnership.”

BRIEF BIO:

jeffmatsen small Use Two wealth planning industry leaders, Matsen and Voorhees, join forces to provide the ultimate serviceJeffrey R. Matsen of Wealth Strategies Counsel helps his clients structure their personal and business assets in the best way possible to preserve, protect, and transfer them in the most efficient and tax saving manner.

 

Tim Voorhees1 Two wealth planning industry leaders, Matsen and Voorhees, join forces to provide the ultimate serviceTim Voorhees of Family Office Services helps advisors plan for high-net-worth individuals, with a focus on zero tax and charitable planning issues of concern to individuals with estates of $3million or larger.

Contact us today and let our Newport Beach law firm help you with all your financial planning needs.

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