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Steven M. Goldberg

Steven M. Goldberg

Practice areas:

Tax, Estate Planning, Trusts

Practice Areas

Licensed since 1984

  1. Tax: 34%
  2. Trusts: 33%
  3. Estate Planning: 33%

Payment

Fees:

Hourly ($375-425/hour)

Attorney Endorsements

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Contact Info

Friedemann Goldberg LLP

420 Aviation Boulevard Suite 201
Santa Rosa, CA, 95403

Resume

License

StateStatusAcquiredUpdated
CAActive198405/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Super LawyerSuper Lawyers Magazine2015
Super LawyerSuper Lawyers Magazine2014
Super LawyerSuper Lawyers Magazine2013
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2013
Lawyer of the Year - Trusts and Estates, Santa RosaBest Lawyers2012
Super LawyerSuper Lawyers Magazine2012
Super LawyerSuper Lawyers Magazine2011
Super LawyerSuper Lawyers Magazine2010
Super LawyerSuper Lawyers Magazine2009
Super LawyerSuper Lawyers Magazine2008
Super LawyerSuper Lawyers Magazine2007
100 Best Estate Planning Attorneys in the NationWorth Magazine2007
100 Best Estate Planning Attorneys in the NationWorth Magazine2006
Super LawyerSuper Lawyers Magazine2006
Super LawyerSuper Lawyers Magazine2005
100 Best Estate Planning Attorneys in the NationWorth Magazine2005
Certified Specialist in EstatePlanning Probate and Trust LawCalifornia Board of Legal Specialization2001

Work Experience

TitleCompany NameDuration
PartnerFriedemann Goldberg LLP2000 - Present

Associations

Association NamePosition NameDuration
State Bar of CaliforniaMemberN/A
United States District Court for the Northern District of CaliforniaMemberN/A
Sonoma County Bar AssociationMemberN/A
Eberhardt School of Business, North Bay Advisory BoardBoard MemberN/A
Community Foundation Sonoma CountyBoard of DirectorsN/A

Publications

Publication NameTitleDate
North Bay Business JournalRulings, legislation usher changes in Estate Planning2013
North Bay Business JournalConsidering Making a Large Gift? The Time is Now2012
North Bay Business JournalEarly Mediation Smooths Family Business Succession2012
California Continuing Education of the Bar (CEB)Business Entity Valuation Planning2009
North Bay Business JournalTo Convert to a Roth IRA or Not, That Is the Question2009
California Trust & Estate QuarterlyEstate Planning for Registered Domestic Partners: Navigating the State and Federal Conflict2009

Education

School NameMajorDegreeGraduated
University of California at Berkeley, Boalt Hall School of LawLawJD - Juris Doctor1984
San Jose State UniversityN/ABA - Bachelor of ArtsN/A

Speaking Engagements

Conference NameTitleDate
Continuing Legal EducationAccounting for Lawyers2012
Annual Estate and Fiduciary UpdateTransfer Tax Issues, Asset Protection, Liability and Litigation2012
Committee callWhat (Or Should) Keeps Clients Awake at Night and How this Might (or Should) Shape the Estate Planning Process2011
Planning for 2010 and BeyondThrough the Clouded Looking Glass2010
Council meetingEstate Planning for Real Property2010
California CPA Education FoundationEstate Planning and Trust Administration in a Bad Economy2009