MVM EP Protection Plan Brochure

Exclusive Estate Planning Protection Plan™

MV LLP

Matsen Voorhees LLP Maximizing Value with Estate, Business, Tax, and Asset Protection Planning

Preserving, Protecting And Transferring Your Legacy In furtherance of our stated commitment to exceed our clients’ expectations, Matsen Voorhees LLP offers a thoroughly developed protection and maintenance program designed to ensure that your Estate Plan remains current.

Your Estate Plan has been custom designed in order to achieve your specific goals, desires and wishes. Proper Estate Planning is a process, not a one time event.

We believe it is imperative that you keep your plan current and up-to-date, to continually preserve, protect and ensure the transfer of your legacy by active participation in the Estate Planning Protection Plan™.

Change Change is inevitable, and life tends to ruthlessly punish inaction. The following is a general list of life changes that could alter your Estate Plan objectives and cause complications further on down the road: • Marriages or divorces

• Substantial changes in the size of the estate

• Deaths

• Changes in business interest or retirement

• Moving to another state

• Changes with life insurance

• Acquisition of property

• Changes in attitudes and/or behavior

• Births or adoptions

• Financial irresponsibility

• Serious illnesses

• Changes in tax law

Matsen Voorhees’ Exclusive Estate Planning Protection Plan™ Our Estate Planning Protection Plan™ is designed to address the critical points that impact your Estate Plan at an affordable price and on an annual basis. The collective experience of the entire estate planning team at Matsen Voorhees LLP will ensure that your interests are protected and your decisions are sound. Some of the significant TM benefits you will receive with the Estate Planning Protection Plan are: • Updates explaining changes in tax laws, IRS rulings and Estate Planning options • An annual review of your Estate Plan to alert you to any required changes • An annual review of the manner in which your assets are titled, to determine whether changes might be appropriate

• Workshops for Successor Trustee training • Basic Trust Amendments (i.e., Trustee and Beneficiary changes) • Unlimited telephone consultations to answer your basic Estate Planning questions • Personal consultations for advanced planning needs, as they may arise

• Workshops to educate you on specific Estate Planning issues

We Would Be Most Pleased And Honored To Protect Your Estate Plan.

Meet The Partners Jeffrey R. Matsen, Timothy Voorhees and Jonathan A. Mintz Jeff Matsen, J.D., is one of the founding partners of the Southern California law Matsen Voorhees LLP and has been providing a wide range of clients with the highest level of legal services for over 40 years. Since receiving his law degree with honors from UCLA School of Law in 1967, Jeff has been entirely dedicated to providing his clients with the quality, professionalism and integrity they deserve.

Matsen Voorhees LLP consists of a team of professionals ready to set up and form corporations, limited liability companies and partnerships of all types, and provide ongoing business, tax and legal advice for these entities. Jeff is also well versed in all areas of asset protection law, and has recently published an excellent resource on the subject, The Ladder of Success. Jeff’s knowledge, professionalism, responsiveness and integrity have vaulted him culminating to the top of his in his designation by Worth magazine as one of “America’s Top 100 Attorneys”, by Los Angeles Magazine as one of California’s “Super Lawyers”, and the nationally renowned attorney rating service, ‘AVVO’ has rated Jeff a perfect “10/10 Superb”.

He has continued to achieve the highest “AV rating” and has been designated a “Preeminent Lawyer”

by Martindale Hubble. Perhaps most Matsen is the father of 7 children and was honored as the Orange County “Father of the Year” in 2007.

Throughout his 35 year career as an estate planning lawyer and investment adviser, Tim Voorhees, J.D., M.B.A., has developed and implemented hundreds of Family Wealth Blueprints® to help clients reduce taxes while increasing retirement income, transfers to family member, and gifts to favorite charities.

Through the Zero Tax Institute, Tim equips advisers to integrate the most effective zero tax planning tools into and estate plans. In addition to publishing books described at www.ZeroTaxCounsel.com and www.Legacies. info, Tim regularly publishes articles 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 ALI-ABA, Kingdom Advisors, Peacemaker Ministries, the Southern California Tax & Estate Planning Forum, national networks for estate planning attorneys, and many other industry organizations. Tim is a member of the Maryland Bar, a Christian Conciliator™ with Peacemaker Ministries, a Charter Member of Kingdom Advisors, and an Accredited Estate Planner®. He is a principal partner of Matsen Voorhees LLP in Costa Mesa, CA and president of Family Serits vices, Inc..

Jonathan Mintz, J.D., has nearly 25 years of experience in case design and implementation, making him uniquely to help ent families achieve their tax and estate planning objectives. Before joining Matsen Voorhees, Jonathan served as Chief Operating at WealthCounsel, LLC, overseeing the operations of the nation’s premier estate and business planning attorney membership organization, supporting thousands of attorneys throughout the United States. Because of his passion for helping professionals collaborate, Jonathan was also instrumental in the creation of The Advisors Forum, a national interdisciplinary membership organization that helps all disciplines of wealth planning professionals work together more productively for the of their clients. Jonathan also spent time as Managing Board Member for Elder Counsel, LLC, an attorney support organization for 500+-member nationwide focusing in elder law and special needs planning. Jonathan is a frequent national speaker to attorneys, CPAs, and insurance and professionals, and he has authored or co-authored numerous articles including those published in Estate Planning Journal, the AICPA’s The Tax Adviser, The Journal of Financial Service Professionals, Broker World, and National Underwriter. Jonathan resides in Huntington Beach with his wife and is an avid cyclist.

JRMatsen.com

TimVoorhees.com

JonathanAMintz.com

Matsen Voorhees LLP MV LLP

Maximizing Value with Estate, Business, Tax, and Asset Protection Planning

695 Town Center Drive 7th Floor Costa Mesa, CA 92626 Phone: 800-447-7090 or 714-384-6500 Fax: 866-447-7090 www.matsenvoorhees.com info@matsenvoorhees.com

Š Matsen Voorhees LLP 2013