The ABA Guide To Asset Protection is designed to help people to preserve and protect their assets during their lifetimes then transfer them in the most tax-saving and efficient manner to the next generation. The purpose of this book is to provide a straightforward and elementary understanding of asset protection and how it can be effectively implemented by taking various steps-like rungs on a ladder.
This is a multi-tiered plan and works together as a whole to bring an individual to a higher level of protection. Some of the steps of the ladder may not be relevant to every individual, but they are all worthy of consideration and review. Through this book, an individual can determine the best course to take for their particular situation.
Praise for The ABA Guide To Asset Protection
“Jeff Matsen is an expert to the experts in the asset protection field. He also succinctly describes what won’t work, what might work, and what should work in an understandable way. Those seeking asset protection often share common characteristics—such as wealth, business ownership, real estate ownership, considerable income and estate tax exposures, as well professional practice ownership—and I recommend they read Jeff’s book to protect their families.”
-Joseph J. Strazzeri, Esq.; Fellow, Southern California Institute; Co-founder, Laureate Center for Wealth Advisors
“Jeff Matsen is one of the best estate planning and asset protection attorneys in the country. His knowledge, wisdom and direct experience helping thousands of professionals, executives, business owners, physicians, and dentists over his long career have truly made him one of the elite group of top experts in his field. If you are concerned about protecting your assets and want to leave a legacy for future generations, I highly recommend you read this book.”
-Stephen Fairley, CEO of The Rainmaker Institute, LLC, The Nation’s Largest Law Firm Marketing Company
“Having worked closely with Jeff on a number of complex and important asset protection cases, it is abundantly clear that nobody understands the nuances and practicalities of this area better than he. His unique ability of making issues clear for clients and their advisors is a gift. This book is required reading for any layperson or professional who wants to learn more about asset protection and more importantly, take action.”
–Bill Deitch, Leading Estate Planning Attorney, Chicago
“Jeff is widely recognized in the legal community as an asset protection guru. In this book, Jeff does a wonderful job of explaining the principles and strategies of complex asset protection planning in a very clear and easy-to-understand way.”
-Marc Selden, Nationally Recognized Estate, Planning Attorney, New York City
About the Author
Jeffrey R. Matsen is the founder and managing partner of Matsen Voorhees Mintz LLP. His practice encompasses business formations and transactional matters, estate planning, asset protection, probate, tax and real estate. Mr. Matsen has been designated one of the nation's Top 100 Attorneys by Worth Magazine and one of Southern California's Super Lawyers by Los Angeles Magazine. He has the highest rating (“AV”) by Martindale Hubbell and also (“10 Superb”) by AVVO. Mr. Matsen has been an adjunct professor at Western State University College of Law, Golden Gate University and Chapman University School of Law. He also has lectured to various professional groups on areas related to his practice, including limited liability companies, business entity formation and selection, asset protection techniques, and other relevant topics. Mr. Matsen is a member of the American Bar Association (Real Property and Trust Section), WealthCounsel and the Society of Trust and Estate Practitioners (“STEP”). He also is a faculty member and fellow of the Center for International Legal Studies in Salzburg, Austria. Mr. Matsen earned his B.A. degree, cum laude, from Brigham Young University; and his J.D. degree, with honors, from the University of California at Los Angeles.