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Steven M. Matlak

Steve’s practice involves all areas of estate and wealth planning and the administration of trusts and estates. Estate and wealth planning services include the preparation of wills, living trusts, powers of attorney, advance health care directives and spousal property agreements, the establishment of guardianships and conservatorships, tax planning including the preparation of gift tax returns, SSI and Medi-Cal planning, and the drafting and administration of special needs trusts. Trust and estate administration services include the preparation of accountings, trust funding and asset allocations, probate of estates, preparation of estate tax returns, and appraisal support.

Professional Affiliations & Memberships
Fresno County Bar Association

Representative Presentations
Estate Planning and Its Effect on Real Property: Clovis Chamber of Commerce, Real Estate Committee
Mid-Career Financial and Estate Planning: U.S. Citizenship & Immigration Services