Steven M. MatlakAssociate
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.
In 2013 and 2014, Steve was selected as a Northern California Rising Star, representing the top 2.5% of young lawyers in Northern California as voted on by his peers.
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, 1999
Philosophy and Theology (cum laude)
Jurisdictions Admitted to PracticeCalifornia State Bar, 2008
Eastern Federal District Court of California
Professional Affiliations & Memberships
CASA (Court Appointed Special Advocates) Community Resource Development Committee
Society of Financial Service Professionals, Board Member
Estate Planning: U.S. Citizenship & Immigration Service, Manco Abbott, Inc., and Central Valley Community Bank
Special Needs Trusts: Diamond Learning Center, Break the Barriers, and Down Syndrome Association of Central California