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James Bohm

James G. Bohm

Jeffrey Matsen

Jeffrey R. Matsen

Of Counsel

8 Reasons to Create/Update Your Estate Plan

What Our Clients Say About Our Services

Terrific service and follow through. Very professional staff. Jeff explained everything very well and helped us make some important decisions.


We are so grateful to Bohm Wildish & Matsen, LLP for their exceptional legal services. We feel so well organized and protected as a result of their work with us. We have relied on Bohm Wildish & Matsen, LLP for all of our legal needs for 14 years and will continue to do so. - Outstanding knowledge, expertise, and professionalism; and they are all super nice people!


Jeff and his staff are very knowledgeable, patient, caring and professional. I would certainly recommend the firm to others.


I am very pleased with the legal representation I have received from Bohm Wildish & Matsen, LLP. I am a physician and I am grateful for the estate planning and trust they have created for me and my family. They are very responsive and I have referred other colleagues and family members to Bohm Wildish & Matsen, LLP. - Promptness of response, - Provided draft timeline for review, - Sufficient time for signing and explanation

Confidential Client Testimonial

We would recommend Bohm Wildish & Matsen, LLP to anyone. They are very efficient and friendly.

Confidential Client Testimonial

Client for over 20+ years. Jeff's firm has always had the utmost professionalism, integrity and great people.


Bohm Wildish & Matsen, LLP provides detailed legal assistance in the area of estate planning that is superior to other law firms. I would definitely refer them to anyone who needs superior legal services.

Confidential Client Testimonial

Jeff, Blaine, and Homa made us feel very well taken care of. They are very professional and we are very pleased with their estate planning services.

My financial planner recommend Jonathan to us and I absolutely love and appreciate him. Thank you Jonathan, you made it easy for me.

Confidential Client Testimonial

I consider Mr. Matsen as one of the most trustworthy, capable and intelligent people that I have ever known. I am the President and Chief Executive Officer of a several real estate companies which own, operate and manage commercial and residential properties and provide real estate advisory services to institutional clients in Southern California. Mr. Jeff Matsen has served as the attorney and legal counsel to my companies for over 25 years. He also serves as my personal estate planning attorney. As an attorney and real estate broker myself, I have interfaced with many attorneys over the years, but have selected Mr. Matsen to represent the interests of my companies and my family. Aside from his superior legal knowledge, judgment and work ethic, I consider Mr. Matsen as one of the most trustworthy, capable and intelligent people that I have ever known. I have a great deal of confidence in his legal recommendations, particularly including his tax planning initiatives. Mr. Matsen is at all times professional, responsive, thorough and always makes the client’s interests top priority. Mr. Matsen has been involved in a number of complex matters on our behalf and has always achieved a well thought-out, successful and ethical solution. I consider him the best attorney whom I have ever met and recommend him, and his excellent professional support staff, as a reliable legal team. In short, there is no other attorney that I have encountered to date that is more effective or trustworthy.

John Spiezia | Newport Beach, CA

Tim is one of the true geniuses in the financial services business. His ability to take complex tax strategies and weave them together into a comprehensive and global plan is nothing short of brilliant...Tim and his staff are remarkable communicators and have designed many plans for families throughout the years. I am confident these plans are all solid legally, ethically and morally. The only question anyone has to answer is whether or not they are committed to doing the planning needed to pass their wealth on to future generations.


I am so thankful that they are there for us. We have effectuated a very complicated but legally sound Estate Planning structure which involves offshore trusts and legal entities. Our entire Plan and structure was devised and created by Jeff Matsen who has an unbelievable worldwide network of contacts and professional entities. Jeff and his firm are responsive and professional and I have very much appreciated their personal commitment and attention to me and my family. I am so thankful that he is there for us and that I can rely upon him and call him when the need arises because I know that he will always be there for me.

Confidential Client Testimonial | Newport Beach, CA

Disclaimer Pursuant to the Board of Governors of the State Bar rule 1-400(E) on Advertising and Solicitation, these testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

We build strong and long lasting relationships with clients.

We offer an Integrated Approach of Law Services

Being a boutique firm gives us the advantage to stay close to our clients and build strong and long lasting relationships.

bank vault

Asset Protection

We design and implement domestic and offshore asset protection plans to guard against potential liabilities.


Estate Planning

Our estate planning techniques are specifically designed to maximize wealth, minimize taxes, plan for future generations, pass on values and protect beneficiaries.


Probate / Conservatorship / Guardianship

We have handled the administration of hundreds of estates for over 40 years and have the knowledge, experience and network of professionals necessary to guide our clients through the complex probate process.

international family

International Tax Planning

By combining innovative strategies in the areas of asset protection, income and estate tax planning, business and succession planning, and real estate law, we approach planning for non-US citizens/residents similar to how we approach planning for our US-citizen clients.


Business and Succession Planning

While business succession can be a relatively simple process, we do caution our clients regarding passing their businesses into the hands of ill-prepared successors.


Real Estate Law

For most individuals, families and business owners, real estate represents a major part of their total overall net worth.


Trust Administration and Litigation

Comprehensive knowledge of Trust law and the tax ramifications associated with Trust funding and distribution enable our clients and beneficiaries to obtain the best service in this complex area.

gold bars and dollars

Income Tax and Retirement Planning

Without some serious tax-planning, millions of dollars every year that could be redirected to family and favorite charities will go straight to the IRS.

Start your journey with Bohm Wildish & Matsen, LLP today

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