Steven Matlin Greenwood’s Guides

Steven Matlin Greenwood

Thousand Oaks Estate Planning Attorney.

Contributor Level 12
  1. Family Limited Partnerships

    Written by attorney Steven Greenwood, almost 3 years ago.

    An individual and spouse form an FLP and then transfer business or investment property to the FLP. In exchange for this transfer, each spouse, often through their living trust, then receives a 1% general partnership interest and 49% limited partnership interests in the FLP.

    1 person found this Legal Guide helpful

  2. Consequences of Being on the Government Plan

    Written by attorney Steven Greenwood, almost 3 years ago.

    The Government Plan is essentially any arrangement that requires the assistance of the Government, primarily through the Superior Court of the State of California, Probate Department, a Government agency, in the handling of any matter should you or someone you love become incapacitated or die.

    1 person found this Legal Guide helpful

  3. What Type of Client Would Benefit From Long Term Health Care Insurance?

    Written by attorney Steven Greenwood, almost 3 years ago.

    I recommend it to all of my clients. Statistics bear out that 50% of the aging population will require some long term health care. With those odds, and new diseases and conditions being discovered every year, I feel a professional responsibility to recommend the policies to all of my clients.

    1 person found this Legal Guide helpful

  4. Private Foundations

    Written by attorney Steven Greenwood, almost 3 years ago.

    A private foundation is designed for families with estates over $2,000,000 who want to reduce income and estate taxation, facilitate a philanthropy and provide an extraordinary opportunity to their heirs.

    1 person found this Legal Guide helpful

  5. Is This Really Urgent?

    Video posted by attorney Steven Greenwood, almost 3 years ago.

    I must admit to you that the most difficult part of my job is getting those who should do this work to do it in a timely manner. I'm sure you can appreciate the fact that most people find this topic difficult to address and thus they tend to procrastinate...they put it off. An...

    1 person found this Legal Guide helpful

  6. Don't Be Penny Wise and Pound Foolish

    Video posted by attorney Steven Greenwood, almost 3 years ago.

    We are aware that this process can seem expensive. Hiring a competent attorney to provide specialized services is never fun nor free. But when you compare the time, money and aggravation saved by doing this work, it should be immediately obvious that the benefits far outw...

    1 person found this Legal Guide helpful

  7. What Makes a Great Estate Plan?

    Video posted by attorney Steven Greenwood, almost 3 years ago.

    What Makes a Great Personal Estate Plan? Every great personal Estate Plan has two parts to it: What I call the Schiavo Documents (i.e., the Advance Health Care Directives, Financial Powers of Attorney, etc.) that are used in the event of ones incapacity, and Management and...

    1 person found this Legal Guide helpful

  8. Beyond The Basics: Life Planning

    Video posted by attorney Steven Greenwood, almost 3 years ago.

    What is a "Life Plan?" In short, a "Life Plan" is a basic estate plan that adds: Incapacity Protection; Spousal Protection; Child Protection; and Grandchild Protection In other words, a Life Plan provides the essential elements of a Basic Death Plan, i.e. probate avoidance an...

    1 person found this Legal Guide helpful

  9. Living Trusts - The Basics

    Video posted by attorney Steven Greenwood, almost 3 years ago.

    Is a Living Trust Right for You? The test is really simple. If: You own your own home and/or other real estate, or You dont own real estate but have assets in excess of $100,000 The Living Trust as a planning tool SHOULD be used by you to avoid the Government Plan, i.e., the n...

    1 person found this Legal Guide helpful

  10. Are You on the Government Plan?

    Video posted by attorney Steven Greenwood, almost 3 years ago.

    What Is The "Government Plan?" The Government Plan is essentially any arrangement that requires the assistance of the Government, primarily through the Superior Court of the State of California, Probate Department, a Government agency, in the handling of any matter should ...

    1 person found this Legal Guide helpful