MVM Corporate Brochure

Welcome To

Matsen Voorhees Mintz LLP We specialize in providing sophisticated asset protection, estate planning and prestigious institutions and highly successful business owners. As one of the premier law and strategic professional alliances to handle not only local matters, but national and international matters as well.

While every one of our clients is unique, we serve all of them according to the following principles:

• Clients are not dependent on us, we are dependent on them • Clients are the purpose of our work, not an interruption; answering your questions is a privilege – an opportunity to earn your business and trust • Clients rely on us to help them continue to prosper, and our job is

Ultimately, our goal is not just to help you realize your dreams, but to help you – and the people you love – enjoy peace of mind. We thank you for investing your time in getting to know us, and we welcome the privilege of working with you in the pursuit of your life goals, dreams and legacy.

Why Our Clients Choose Matsen Voorhees Mintz LLP You’ve worked long and hard to provide for your loved ones and save for the future.

Having done so, who can you trust to preserve what you have accumulated and help you enjoy the fruits of your labor today, while protecting your legacy and the future we invite you to consider some of the credentials of our Principal Partners, Jeff Matsen, Tim Voorhees, and Jonathan Mintz. Please see their bios at the end of this brochure and on our website, http://www.mvmlawyers.com/about-us/partners/ With collective experience of more than 100 years, Jeff, Tim, and Jonathan have been leaders in the estate planning, business planning, asset protection, probate, income tax,

planningprofessionals in the intricacies of zero-tax and asset protection planning, as well asrelated practice areas.

A commitment to excellence, individualized client service, and professional integrity are the three core principals that the partners uphold uphold at Matsen Voorhees Mintz. business assets by means of both basic and cutting edge strategies, as well as legal and tax planning tools and techniques. We welcome you to Matsen Voorhees Mintz, and we look forward to providing you with the excellent service you deserve!

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Estate Planning taking care of the present, planning for the future If you don’t have your own estate plan, the IRS and the state of California will simply impose one upon you and your heirs. At Matsen Voorhees Mintz LL, we are committed to scrupulously analyzing your potential tax liability, to reduce or even eliminate the tax burden upon your estate and heirs. And that’s just the beginning: Through creative, highly sophisticated wealth preservation and management strategies, we can help make certain your golden years are spent in comfort; your loved ones are well taken care of, and that your enduring legacy is assured. Our primary interest is to alleviate all of your concerns.

We will provide you with all of the following services and more: • Wills, Trusts, Powers of Attorney, and Advance Directives to plan for your future now • Charitable Remainder Trusts (CRTs) to secure a planned income stream, structure tax savings,

• Grantor Retained Annuity Trusts (GRATs) to while creating a vehicle to transfer wealth during your lifetime (using the leverage available under the Internal Revenue Code) • Family Limited Partnerships (FLPs) to hold various assets and devise gifting plans, while those assets • Irrevocable Life Insurance Trusts to help reduce or eliminate your estate tax

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Asset Protection Planning guiding and guarding, preserving and protecting

It is unfortunate, but true: We live in a highly litigious society and people today seem to sue one another over just about anything. Worse, you never really know what a jury might decide, regardless of how frivolous a lawsuit may appear. Even some of the people you love the most may need protection from themselves, such as those who suffer from drug or alcohol dependency, or who lack the maturity to handle a large inheritance on their own. All of this helps explain why Asset Protection Planning is such a rapidly growing area of the law and why it is so important for you particularly if you are a physician, attorney, CPA, business owner, real estate developer, or member of a profession that is subject to an unusually high number of lawsuits.

At Matsen Voorhees Mintz LLP, we provide the guidance that individuals, families and owners of closely-held companies need in understanding the risks they face. We then design creative asset protection plans to guard against potential liabilities. With years of experience in all areas of asset protection law, and an extensive network of leading skilled at establishing and managing offshore trusts and corporations. The techniques and strategies we can use to protect your hard-won assets and legacy include:

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• Offshore and domestic business entity formation • Domestic trusts designed to safeguard assets from predators • Offshore trusts, placing your assets beyond the jurisdiction of U.S. Courts and out of harm’s way • Equity stripping and asset isolation strategies to minimize the risks posed by potential predators and which ensure your privacy

Business Planning legal solutions designed to maximize the success of your business If you are a business owner, chances are your business represents one of your most valuable assets. This means that a truly effective estate or asset protection plan is predicated upon having an effective business plan. Such a plan should help you earn the greatest possible return on your initial investment, save on income taxes, minimize your tax liability, protect your family and the business entity itself, while allowing for the possibility of growth and success.

A well thought out plan will also offer protection against downturns in the economy. Finally, it must take into account the timing and manner of your exit from the business.

At Matsen Voorhees Mintz LLP, we assist owners of businesses – both large and small – at start-up, exit, and at every stage in between. Our unique, highly effective EP Protection Plan™ serves as your in-house counsel for day-to-day business operations, strategic planning and executive coaching. It has been our experience that the very best plans depend upon collaboration. We welcome the opportunity to work closely CFOs and other trusted professionals. We can provide you with all of the following business planning services and many more: • Entity selection and formation • Contract preparation and review • Legal counsel for employment and workplace-related issues • Sales and acquisitions of business concerns • Shareholders and partnership agreements • Strategies for structuring capital investments and infusion of capital • Business litigation when appropriate • Exit and succession planning strategies

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Real Estate Law getting the most out of your investment For most individuals, families and business owners, real estate represents a major part of their total overall assets. Our real estate practice is focused on providing you with three main benefits: Helping you avoid the legal pitfalls associated with real estate ownership and transactions; maximizing your tax advantages; and ensuring your bottom line profitability on every one of your real estate holdings. To this end, we offer all of the following services and more:

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• Preparation and review of lease agreements • Sales and acquisitions agreements • Joint venture agreements • Construction contracts and commercial development • Financing review and analysis • Limited Liability Co. (LLC) formation and real estate entity funding • Title review and analysis • Deed preparation • Property tax reassessment issues Gett ing the most out of your investment

Trust Administration and Probate providing the support and resources you need upon the death of a loved one

The loss of a loved one is traumatic, painful and cisions during a time of grief can be extremely , we are dedicated to making the Trust possible for your loved ones. We have represented hundreds of Trustees and court-appointed representatives in the administration and distribution of trusts and estates. We will expertly guide your loved ones through the process with sensitivity and compassion. Should your wishes ever be disputed or challenged, we aggressively defend your interests in court. The Trust Administration and Probate services we offer include: • Ongoing support and representation services for Executors, Administrators and Successor Trustees of family trusts • Preparation of appropriate estate taxreturn forms • Conservatorships and guardianships, to allow individuals to act on behalf of those who are unable or legally prohibited from affairs • Representation in all Probate, Trust and Tax proceedings • • Matsen Voorhees Law has decades of experience in trust litigation matters

Principal 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 firm, Matsen Voorhees Law 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 Law 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: An Asset Protection Planning Primer.

Jeff’s knowledge, professionalism, responsiveness and integrity have vaulted him to the top of his field culminating 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 significantly, Matsen is the father of 7 children and was honored as the Orange County “Father of the Year” in 2007.

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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 financial 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 ALIABA, 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 Certified Christian Conciliator™ with Peacemaker Ministries, a Charter Member of Kingdom Advisors, and an Accredited Estate Planner ®. He is a principal partner of Matsen Voorhees Law in Costa Mesa, CA and president of its affiliated Family Office Services, Inc.

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Jonathan Mintz, J.D., has nearly 25 years of experience in case design and implementation, making him uniquely qualified to help affluent families achieve their tax and estate planning objectives.

Before joining Matsen Voorhees, Jonathan served as Chief Operating Officer 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 benefit of their clients. Jonathan also spent time as Managing Board Member for Elder Counsel, LLC, an attorney support organization for 500+-member firms nationwide focusing in elder law and special needs planning. Jonathan is a frequent national speaker to attorneys, CPAs, and insurance and financial 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

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