Matt Staub practices in San Diego where he focuses in estate planning, trust administration, probate, and tax law. Matt has a diverse background with experience in many areas of civil law in both a transactional and litigation setting. Matt is active in the San Diego community and also volunteers his time towards pro bono legal work and sits on the board of a charitable organization.
- J.D. from University of the Pacific, McGeorge School of Law, Taxation Concentration
- B.S. from Indiana University, Kelley School of Business, in Accounting and Entrepreneurship
- California Supreme Court
- United States District Court, Southern District of California
- United States Tax Court
Affiliations and Activities Include
- San Diego County Bar Association
- American Bar Association
- San Diego Volunteer Lawyer Program
- Volunteer Income Tax Assistance Program
When selecting an attorney, it is important to seek counsel that is trustworthy, knowledgeable, and understanding. The needs of our clients are always assessed first in order to devise a plan that will best achieve their goals and maximize results while minimizing cost.
Our Areas of Practice Include:
Tax Controversies and Litigation
Our tax controversy and litigation practice deals with representing individuals and businesses against the Internal Revenue Service, (IRS), California Franchise Tax Board (FTB), and California State Board of Equalization (BOE). Services range from simple negotiations and settlements to representation in U.S. Tax Court or California Board of Equalization Hearings.
Transactional Tax and Tax Planning
There are tax consequences to almost every business and personal transaction. Our transactional tax practice area deals with tax planning and strategy for individuals and businesses to minimize the amount of tax owed. We also prepare and amend Federal and California tax returns, as well as various tax forms required by the IRS and FTB.
We offer a core of estate planning documents for individuals and families looking to maintain control of their assets during their lifetime, as well as provide the most ease and cost savings for their beneficiaries upon death. The bare essential documents are a revocable living trust, pour-over will, durable power of attorney for property management, and advance health care directive.
Trust and Estate Administration
It is very common for individuals to be named as a trustee of a trust or executor of a will and not understand the importance of their role. Trustees and executors are fiduciaries, which means they owe a legal duty to act in the best interests of the beneficiaries of an estate. One misstep and the fiduciary is subject to being sued for failure act as they were required to by law.
Trust, Estate, and Probate Litigation
From fiduciaries not acting properly to a sole beneficiary looking to obtain their rightful inheritance, we represent beneficiaries, heirs, or any other party seeking to assert their rights in a will, trust, or estate.
Business Succession Planning
For private and closely-held businesses, succession planning is imperative to the continuity of the business. From buy-sell agreements to more complex succession planning tools, we look at all phases of the business to best setup a plan for future generations.