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Steven is an Air Force Veteran and experienced Estate Planning Lawyer. Steven is licensed in North Carolina and California. Over the last decade, Steven has primarily practiced in the areas of estate planning and tax planning. In 2013, Steven obtained his Juris Doctorate from Southwestern Law School, graduating with the Latin honors of cum laude for being in the top ten percent of his class. Steven is a Certified Tax Coach through the American Institute for Certified Tax Planners. In 2021, Steven obtained his Masters of Law (LLM) in Taxation from Loyola Law School, graduating with honors.
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Chat withState: North Carolina
Acquired: 2016
No misconduct found
State: California
Acquired: 2014
No misconduct found
1155 Kildaire Farm Road, Suite 204, Cary, NC, 27511
Showing 1 - 2 of 2 client reviews from Avvo
Posted by Susan | November 3, 2025 | Hired Attorney
Reaching out to Steve for legal assistance was so helpful. He was calm and reassuring. His knowledge of estate law, state laws, and regulations helped guide me through many difficult decisions. He was kind, comforting, and very knowledgeable. Working with him was one of the best decisions I’ve made. ...
Posted by Sean | April 6, 2015
Steven went above and beyond answering all my questions and putting fears to rest. It's hard enough going through a family loss then having to deal with attorneys doesn't make you smile. Steven made it a nice experience in a difficult time. He's going to be handing all my family's trusts. I have t...
"I have known Steven for a number of years. His professionalism and legal perspective is unmatched. He characterizes the young, passionate legal advocate any client would be lucky to hire for any legal issue. Steven's maturity and experience sets him apart from the many lawyers in the legal community."
"I have appreciated the opportunity to get to know Steve over a few months as we've collaborated on a project. He is a personable, professional, and knowledgable lawyer. I endorse Steve."
"Steven is intelligent, responsive, and easy to work with. He is also a great communicator, and cares about his clients. I recommend him."
"Mr. Lundberg is an honest and skilled attorney who is capable of handling complex legal matters. He has significant knowledge and experience in probate matters and truly cares about his clients."
"I have been working closely with (and mentoring) Mr. Lundberg on a number of matters, including several contentious probate matters involving uncertain and evolving areas of the law. He is a very diligent and thorough young lawyer with the highest ethics."
"I have worked with Mr. Lundberg on numerous matters. He is extremely professional and well versed in many areas the law. His superior work product demonstrates the fact that he always works extremely hard for his clients. I happily send my friends and family to him for their legal needs."
"Mr. Lundberg's lack of experience is eclipsed by the qualities that make him a worthy attorney. He is knowledgeable, hard working, and an admirable person. I endorse this attorney without reservation."
"I worked with Steven right after he passed the bar. I was able to see him at work in the office, and in front of a judge at court. He is very professional and has a tremendous grasp of the law. I understand that he served in the United States Air Force and then was an estate planning and civil litigation paralegal supporting his family while going to law school. This says a lot to me about his depth of knowledge and his depth of character. Steven is smart, patient, caring, and responsive to his clients. He listens. His documents are flawless, and his advocacy is ardent. I highly endorse this lawyer."
"I endorse this lawyer. Steven is one of the brightest and most professional attorneys in the field. He is knowledgeable, genuine and patient. Steven ensures his clients walk away with a firm understanding of the estate planning process and answers all of their questions. Thankful to have had the opportunity to work in the same office."
"With unwavering loyalty and uncompromising integrity, Steve offers dedication to excellence and an eye for detail like no other."
"Steven is a bright attorney and a very nice person. I attended law school with him and he always has something intelligent to say. I highly endorse this lawyer."
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2014
Judge Barry Russel Award, The Federal Bar Association Los Angeles Chapter
2013
The Williston - Lord Award, Delta Theta Phi
2013
Excellence for the Future Award for Wills and Trusts, CALI
2013
Excellence for the Future Award for Interviewing & Negotiations, CALI
2013
Excellence for the Future Award for Bankruptcy, CALI
2013
Excellence for the Future Award for Remedies, CALI
2013
Witkin Award for Academic Excellence Business Associations, Witkin Legal Institute
2012
Excellence for the Future Award for Federal Income Tax, CALI
2012
Witkin Award for Academic Excellence for Federal Income Tax, Witkin Legal Institute
2010
Wildman/Schumacher Scholarship, Southwestern Law School
2021 - Present
Estate Planning Attorney, Cary Estate Planning
2017 - 2021
Attorney Advisor, Social Security Administration
2016 - 2017
Associate, Sessoms & Rogers, PA
2014 - 2016
Partner, Sullivan, Johns & Lundberg LLP
2014 - 2014
Attorney, Law Offices Of Marcia L. Kraft
2011 - 2013
Law Clerk, BP Law Group, L.L.P.
2009 - 2010
Law Clerk, Stakerlaw
2007 - 2009
Paralegal, Mann Bracken, LLP
2012 - Present
Delta Theta Phi, Law FraternityMember
2014 - 2015
San Fernando Valley Bar AssociationMember
2014 - 2015
American Bar AssociationMember
2013
JD - Juris Doctor
2008
BS - Bachelor of Science
2006
Associate
2015
Estate Planning
English