Practice Expertise
Areas of Practice
- Corporate Law
- Tax, Benefits and Estate Planning
- Trust and Estate Litigation
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
Education
- University of Oregon School of Law, J.D.
- Columbia University, B.A.
Areas of Practice
- Corporate Law
- Tax, Benefits and Estate Planning
- Trust and Estate Litigation
Professional Career
- Demurrer sustained without leave to amend on all causes of action brought in response to negligence action.
- Successfully opposed a leave to amend complaint, resulting in failure of six figure creditor's claim and dismissal of entire lawsuit against estate.
- Lead counsel in successful contempt action for violation of court order.
- Lead counsel in disqualifying co-executor.
- Lead counsel in obtaining favorable settlement for co-trustees in removal action.
- Numerous petitions throughout California resulting in court orders deeming assets omitted from trusts as trust assets, thereby avoiding probate (Heggstad Petitions).
- Successful suspension of executor.
- Numerous successful petitions throughout California to compel trust accountings.
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