Practice Expertise

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Areas of Practice

  • Corporate Law
  • Tax, Benefits and Estate Planning
  • Trust and Estate Litigation
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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

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.




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