Practice Expertise
- Tax, Benefits and Estate Planning
- Corporate Law
Areas of Practice
- Corporate Law
- Tax, Benefits and Estate Planning
Profile
Mr. Matuk is a member of the Tax Benefits & Estate Planning practice group in the Firm’s San Diego office. Mr. Matuk’s practice includes estate planning, trust/probate litigation, and business and real estate litigation. Often times, Mr. Matuk advises and guides clients during difficult times such as the loss of a loved one, or when elderly family members need legal assistance.
He has represented a wide variety of clients including small business owners, trustees, beneficiaries, doctors, financial planners, certified public accountants, and realtors.
Bar Admissions
- California
Areas of Practice
- Corporate Law
- Tax, Benefits and Estate Planning
Professional Career
<ul><li>Demurrer sustained without leave to amend on all causes of action brought in response to negligence action.</li><li>Successfully opposed a leave to amend complaint, resulting in failure of six figure creditor’s claim and dismissal of entire lawsuit against estate.</li><li>Lead counsel in successful contempt action for violation of court order.</li><li>Lead counsel in disqualifying co-executor.</li><li>Lead counsel in obtaining favorable settlement for co-trustees in removal action.</li><li>Numerous petitions throughout California resulting in court orders deeming assets omitted from trusts as trust assets, thereby avoiding probate (<em>Heggstad</em> Petitions).</li><li>Successful suspension of executor.</li><li>Numerous successful petitions throughout California to compel trust accountings.</li></ul>
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