Joseph Matuk
Practice Expertise
- Tax, Benefits and Estate Planning
Areas of Practice
- 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.
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
U.S. District Court for the Southern District of California
Education
University of Oregon School of Law, J.D. - Operations Editor Oregon Law Review Extern for the Honorable Justice Patricia D. Benke at the Fourth District Court of Appeal, Division One
Columbia University, B.A.
Areas of Practice
- Tax, Benefits and Estate Planning
Professional Career
Significant Accomplishments
- 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.
Articles
Picking the Picker - How You Can Select Someone Else to Pick Your Trustee and Power of Attorney Agent
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