Steven M. Matlak

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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.

Steve received his undergraduate degree from Wheaton College in 1999, and his law degree from the University of California, Davis in 2008.

From 2013-2015, Steve was selected as a Northern California Rising Star, representing the top 2.5 percent of young lawyers in Northern California as voted on by his peers from 2013 through the present.

Professional Affiliations & Memberships

  • Fresno County Bar Association
  • Society of Financial Service Professionals, Board Member