Tim Voorhees

Tim Voorhees,JD, MBA, AEP®: Principal Partner of Family Office Law (Million Voorhees Ziebold LLP) and President of Family Office Services and its affiliated firms. National lecturer, trainer, and author. 44 years of experience providing wealth, estate, and charitable planning for multi-million dollar estates through national wealth planning organizations and financial service companies. Experience includes:

Area of expertise: Wealth Counseling and Wealth Blueprinting
  • Since entering the financial planning profession in 1978, Tim has developed broad experience in estate planning and portfolio planning.
  • During the 1980s, he consulted with a variety of leading investment firms to help develop investment policy statements and conducted asset allocation seminars with professors from leading graduate financial programs.
  • From 1990 until the present, he has focused on "zero tax planning*" and charitable planning issues of concern to individuals with estates of $3 million or larger
  • While serving as President of Family Office Services and Managing Partner of its affiliated law firm, Tim has helped advisers plan thousands of cases for high net worth individuals.
  • Tim regularly conducts web-based "Best Practices" and "Best Tools" training sessions for attorneys, CPAs, and other advisers.
Professional affiliations
  • Admitted to practice before the United States Tax Court
  • Member, Maryland State Bar Association
  • Member, Christian Legal Society (National Board in 1990s)
  • Accredited Estate Planner® of the NAEPC
  • Charter Member, Kingdom Advisors
  • Certified Christian Conciliator*, Institute for Christian Conciliation

* Completed the requirements to become a Certified Christian Conciliator, 1999

  • JD - Southern Methodist University - Corporate & Estate Planning Law
  • MBA - Arizona State University - Finance & Accounting, Academic Scholarship, Beta Gamma Sigma
  • BA - Macalester College – Economics, National Merit Scholarship
Charitable Organization Leadership Roles
  • Chairman of the Board, The Institute of Christian Conciliation, 2016-2017
  • Board Member, Grace Classical Academy, Laguna Niguel, CA. 2015-2017
  • Board Member, Faith and Work Life national board, 2008-2010
  • Board Leader, Crown Financial Ministries, Southern California & Hawaii, 2008-2010
  • Member, Grace Church, Laguna Niguel 2004-2018 (Served in various roles)
  • Member, Presbyterian Church in America, 1992-Present (Served in various teaching and leadership roles at churches affirming the PCA Book of Church Order and the Westminster Standards.)
  • Board Member, Christian Legal Society national board, 1990s

Please visit Tim Voorhees' full profile at www.LinkedIn.com/in/TimVoorhees, which contains info such as the following:

Tim Voorhees' Top Skills

*Zero Tax Planning is a simple but powerful concept that integrates well-established non-charitable tools (such as insurance, LLCs, low-interest notes, and irrevocable trusts) with common charitable tools (such as gift annuities, charitable remainder trusts, charitable lead trusts, private foundations, pooled income funds, etc.) to help clients reduce taxes while increasing potential benefits for family and favorite charities. Most clients can zero-out estate, gift and GST taxes through the appropriate leveraging of standard estate and gift tax exemptions. Other charitable and business income tax strategies can be used to zero-out taxes on capital gains income and/or the portion of their income not needed for lifestyle expenses. It is not difficult to zero-out capital gains taxes and large portions of income taxes by simply by giving wealth to charity. Nor is it difficult to zero-out estate and gift taxes by giving wealth family members and charity. Synergistic opportunities arise when the tax benefits of statutory charitable tools are combined with the tax benefits of non-charitable instruments described in the Internal Revenue Code. Family Office Law LLP ("FOL") attorneys and their affiliates do not recommend strategies that lack substantial legal authority. Strategies allowing for tax avoidance are recommended with input from the client's CPA; all recommendations respect language on the IRS website as well as judicial doctrines long-affirmed by Federal Court judges.

Family Office Services, Inc. ("FOS") is the administration company serving these 6 entities managed by Tim Voorhees:

President, Family Office Services, Inc.
Principal Partner, Million Voorhees Ziebold, LLP
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Office: 800-447-7090
Scheduler: 855-447-7090
Facsimile: 866-447-7090
Voicemail: 877-447-7090
Email: tim@vfos.com
Site: www.vfos.com

10.0 Timothy Lee Voorhees

Click book covers to view websites explaining Tim's six books:

The Best Zero Tax Planning Tools
Family Office Book
Reflecting God's Character in Your Planning
Best Tools Resource Manual
Reflecting God's Character in Your Business
Wisdom for the Wealthy
Click to See Details about Speeches below
  • Realizing Your Dreams through Vision Focused Planning
  • Wealth Blueprinting with Income Tax Strategies
  • Beyond Living Trusts
  • Advanced Wealth Planning
  • Advanced Income Tax Planning Techniques
  • Optimizing Portfolios with Exchange Traded Funds
  • Vision Focused Planning
  • Building a Multi-Disciplinary Practice
  • Best Practices in Philanthropic Planning
  • Integrating Front-End and Back-End Planning Technology
  • A Proven 17-Step Case Planning Process
  • Advanced Planning Techniques for CPAs
  • Best Practices of Successful Wealth Advisers
  • Overcoming Regulatory Obstacles when Charging Fees
  • A Proven Process for Serving High Net Worth Clients
  • Tactical Planning Techniques
  • Global Wealth Planning
  • Funding Your Vision with Tax Savings

Speaking experience
One of the nation's leading authorities on wealth planning for affluent families, Tim consistently earns highest audience ratings as a frequent speaker and trainer at professional meetings and events for local, regional, and national groups of affluent families, philanthropic officers, and wealth advisers - including accountants, attorneys, investment advisers, and insurance professionals.

Professional experience
  • Principal Partner, Million Voorhees Ziebold LLP and its predecessor firms (2007-Present)
  • Partner of Brown & Streza LLP (2002-2007)
  • Managing Director of Wealth Counselors at Law and The Wealth Design Center (1996-2002)
  • Divisional Director - Renaissance (1994-1996)
  • Juris Doctorate student (1991-1994)
  • Partner -Voorhees, Ibbotson, & Stolte Associates (1990-1991)
  • Regional Director, JMB Realty (1984-1990)
  • MBA student (1982-1984)
  • Financial Planner, Morgan Stanley Dean Witter (1980-1982)
  • Licensed/Registered Financial Planner (1978-present)

To see additional bios for staff members employed by our law firm (Million Voorhees Ziebold LLP), please visit MVZLawyers.com
To see additional bios for our staff members with our Registered Investment Advisory firm (Voorhees Family Office Services, Inc.) please visit vfos.com/people

Office: 800-447-7090 or 949-878-9400 (CA) | Facsimile: 866-447-7090 | Voicemail: 877-447-7090 | Email: tim@vfos.com | Web: www.vfos.com

Tim Voorhees, a principal partner at Million Voorhees Ziebold LLP ("MVZ"), maintains a national wealth planning practice in conjunction with locally licensed attorneys in each jurisdiction where he practices. Tim Voorhees is licensed to practice law in Maryland; he is admitted to practice before the United States Tax Court. His practice is limited to Federal estate and tax planning issues. In California, Gary Million and Mark Ziebold oversee a team of attorneys that draft and help execute legal documents. Except when engaged for federal tax advice, Tim Voorhees does not practice law in California. He manages Voorhees Family Office Services, Inc. ("VFOS"), a Registered Investment Advisory firm. VFOS supports MVZ by providing plan design, reporting, and case coordination services necessary to illustrate and implement the advanced planning techniques described in Tim's books, articles, and speeches.