Steven M. Matlak
AssociateDownload VCard
Phone: (559) 432-4500
8080 North Palm Avenue, Third Floor
Fresno, California 93711
Steve’s practice involves all areas of estate planning and the administration of trusts and estates. His estate planning work includes preparing wills, living trusts, business succession plans, gift tax returns, powers of attorney, advance health care directives, the establishment of guardianships and conservatorships, Medi-Cal and SSI planning, and drafting special needs trusts. Trust and estate administration services include the probate of estates, preparation of accountings, appraisal support, trust funding and asset allocations, and the preparation of estate tax returns.
Education
J.D., University of California, Davis School of Law, 2008
(Witkin Award; Extern to Chief Bankruptcy Judge Michael S. McManus; Law Clerk for the United States Attorney's Office, Civil Division; Public Service Law Program; Christian Legal Society)
B.A., Wheaton College, Wheaton, IL
Philosophy and Theology (cum laude)
Jurisdictions Admitted to Practice
California State Bar , 2008Eastern Federal District Court of California
Professional Affiliations & Memberships
CASA (Court Appointed Special Advocates) Community Resource Development Committee Member
Representative Presentations
Mid-Career Financial and Estate Planning: U.S. Citizenship & Immigration Service
Special Needs Trusts and Conservatorships: Diamond Learning Center
Estate Planning Fundamentals: Manco Abbott, Inc.
Estate Planning: Central Valley Community Bank