Attorney Profile

Daniel J. Matloubian, Esq., CPA

Daniel J. Matloubian, Esq., CPA — Trust Advisor, A Professional Legal Corporation

Credentials

  • J.D., UCLA School of Law (Business Law/Taxation Specialization)
  • B.S. Accounting, USC Leventhal School of Accounting
  • California State Bar No. 318355
  • Licensed CPA (California License No. 136965 — Inactive)
  • Southern California Rising Star – Estate & Trust Litigation (2021, 2022)

Daniel Matloubian is a California attorney and licensed CPA whose practice focuses on estate planning, trust administration, probate, and trust and will disputes. He founded Trust Advisor, A Professional Legal Corporation to provide Los Angeles families and business owners with the quality of counsel typically found only at large institutional firms — delivered with the directness and personal attention that solo practice makes possible.

Daniel received his J.D. from UCLA School of Law with a specialization in business law and taxation, and holds a B.S. in Accounting from the University of Southern California. Before founding Trust Advisor, he practiced at Snell & Wilmer LLP (Private Client Services Group), Holland & Knight LLP (Private Wealth Services Group), and Keystone Law Group, P.C., where he handled estate planning, trust administration, and probate litigation matters for high-net-worth individuals and families.

That litigation background shapes how Daniel approaches planning. Having spent years in contested trust proceedings — drafting challenges to trust instruments, defending trustees against beneficiary claims, and litigating accounting disputes — he understands exactly what makes estate plans fail. He builds plans designed to hold up.

The CPA credential adds a dimension most estate planning attorneys lack. Estate planning decisions — from trust structure to beneficiary designations to asset ownership — carry tax consequences that are often overlooked when legal and tax counsel are separate. Daniel considers both dimensions from the start.

Daniel has been recognized as a Southern California Rising Star in Estate & Trust Litigation (2021, 2022). He is a member of the State Bar of California (Bar No. 318355) and is admitted to practice in California.

Trust Advisor, A Professional Legal Corporation is located at 15760 Ventura Blvd., 7th Floor, Encino, CA 91436, serving clients throughout the Los Angeles basin.

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