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About Me


Steve Greenwood began the practice of law in 1979 and has been both in-house and independent legal counsel to several Southern California-based organizations in the areas of real estate, entertainment, franchising and general business/corporate law. In 1994, Steve joined Cigna Financial Advisors (now Sagemark Consulting), adding a financial and estate planning dimension to his career. His current law practice is focused on basic to advanced estate planning, business succession planning, asset protection, and trust administration. 


Steve is an accomplished author, lecturer and provider of continuing education to the insurance and accounting industries.  In addition, he speaks on behalf of the California State Bar on the subject of financial elder abuse. His community activities include Past President, Oxnard Jaycees; Past Board Member of Oxnard Optimists, Casa Pacifica and the Executives; he is currently a member of the Jewish Home for the Aging Board of Advisors; and member of the Teardrop Garage Rock Band.


Steve has served on the Big Brothers Big Sisters of Ventura County board since 2004. He is committed to the future of this country, which is embodied in our youth. He also believes that BBBS is the most efficient provider of youth services that he has seen. Steve is married and the proud father of three children.


Photos and Videos

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Practice Areas


  1. Estate Planning: 80%
    21 years
  2. Probate: 14%
    21 years
  3. Marriage & Prenuptials: 3%
    21 years
  4. Business: 3%
    28 years



Fixed (Always)

Payment Types:

Cash, Check

Attorney Endorsements

5 total 

  • No photo

    I endorse this lawyer. Steve did a great job in helping my father update his trust. He was knowledgeable, patient and efficient in preparing the documents, answered questions and was generally very easy to work with.


    Jodi Sherman
    Relationship: Worked together on matter

  • Howard M. Loeb

    Steve is extremely knowledgeable in the estate planning area. He keeps up on current developments. He is very responsive to client needs. He knows the right questions to ask and follows up promptly. I have no hesitation in recommending him to anyone in need of a comprehensive estate plan.


    Howard Loeb Business Attorney
    Relationship: Fellow lawyer in community

Contact Info

2801 Townsgate Rd Ste 209
Westlake Village, CA, 91361



Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Award NameGrantorDate Granted
In AppreciationBig Brothers Big SIsters of Ventura County2007
In AppreciationJHA1998
CongratulationsMuscular Dystrophy Assocation1994
Thank YouWheelchair Foundation1994
ProclamationCity of Oxnard1984
ResolutionVentura County Board of Supervisors1984
CommendationCity of Oxnard1983
Work Experience
TitleCompany NameDuration
OwnerLaw Office of Steven M. Greenwood1999 - 2011
Senior Advanced PlannerCigna Financial Advisors1994 - 1998
OwnerLaw Office of Steven M. Greenwood1990 - 1994
Vice-President Business AffairsVoss Records1987 - 1989
OwnerLaw Office of Steven M. Greenwood1981 - 1987
Association NamePosition NameDuration
State Bar of California-Volunteer Speaker's BureauMember2009 - Present
Casa PacificaBoard Member2007 - 2010
Big Brothers Big SistersBoard Member2007 - Present
National Association of Insurance and Financial AdvisorsBoard Member2002 - 2008
The Executives/Jewish Home for the AgingBoard of Advisors2002 - Present
Ventura County United Jewish CommunitiesBoard Member1992 - 1998
The OptimistsBoard Member1983 - 1988
Oxnard JayceesPresident1980 - 1987
Legal Cases
Case NameOutcome
Keeping You OFF The Government PlanExcellent; our LIFE PLANS are the finest in available planning.
See all Legal Cases 
Publication NameTitleDate
Ventura County StarDon't Trust That Living Trust is Up to Date2010
Ventura County StarMake a Plan or Get One Imposed2010
Ventura County StarThe Benefits of Estate Shifting2008
Ventura County Star"Making Gifts Provides More Benefits Than Feeling Good"2008
Ventura County StarLife Insurance Benefits Can be Shielded From Estate Taxes2008
Ventura County Star"Funding Your Revocable Living Trust"2007
Ventura County Star"Avoid Making Estate Planning Mistakes by Planning Ahead"2007
Ventura County Star"ReaL Property Titled in Joint Tenancy Can Cause Major Problems Later On"2006
Ventura County Star"Don't get Blindsided by Harmful Estate Planning Myths"2006
Ventura County Star"Estate Planning can Protect At-Risk Heirs"2006
Ventura County Star"Make Sure You Have These 4 Documents"2005
Ventura County Star"Protect Your Rights: Finances in a Divorce"2005
Ventura County Star"Partnership Can Help Limit Taxes"2005
Ventura County Star"How to Avoid Extra Tax on Life Insurance"2005
Ventura County Star"Balancing Benefits to Children With a Common Pot Trust"2005
Ventura County Star"Estate Planning is for Those Who Care"2005
Ventura County Star"Plan Ahead: Protect Family and Yourself"2005
Thousand Oaks Acorn"Free Seminar to Address Common Estate-Planning Mistakes"2005
School NameMajorDegreeGraduated
San Fernando Valley College of LawLawJuris Doctorate1978
Univ of California BerkeleyEconomicsBA - Bachelor of Arts1972
Speaking Engagements
Conference NameTitleDate
Retired Public Employees Association of CaliforniaEstate Planning Essentials: Keeping you Off the Government Plan2014
National Association of Insurance and Financial AdvisorsCurrent Issues in the Estate Planning Arena2014
Bookkeepers Association of Ventura CountyEstate Planning Essentials: Keeping You Off the Government Plan2014
Ventura County Adult Abuse Prevention Council Seminar"Senior Savvy: FInancial Elder Abuse and How to Protect Against It"2011
Total Financial Insurance Professionals"Current State of Estate Tax"2011
On behalf of Kiwanis of Thousand Oaks"Financial Safety in the Golden Years"2011
On Behalf of Geobel Senior CenterFinancial Safety in the Golden Years2011
MetLife Insurance Seminar"Estate Planning Essentials: Keeping You Off The Government Plan"2011
Living Well: 3rd Annual Senior Symposium"Preventing Financial Elder Abuse"2011
Ventura County Adult Abuse Prevention Council Seminar"Senior Savvy: FInancial Elder Abuse and How to Protect Against It"2010
On Behalf of Simi Valley Seniors Center"Financial Safety in the Golden Years"2010
New York Life Insurance Seminar"Estate Planning Essentials: Keeping You Off The Government Plan"2010
Coastal Financial Partners Meeting"Estate Planning Essentials: Keeping You Off The Government Plan"2010
Coastal Financial Partners Meeting"Estate Planning Essentials: Keeping You Off The Government Plan"2010