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Steven R Owens

Trusts Attorney at Greenwood Village, CO

5.0   5 reviews
  • Licensed for 28 years
    State CO
    Acquired 1994
    Status
    Active No misconduct found
  • Licensed for 31 years
    State AZ
    Acquired 1991
    Status
    Inactive No misconduct found
  • Licensed for 31 years
    State WI
    Acquired 1991
    Status
    Resigned No misconduct found

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

About Steven

Learn Steven’s areas of practice.

4
Practice areas
  1. Estate planning
    30%
    We assist our clients with all areas of estate planning, including wills, trusts, charitable planning, asset protection planning, business succession planning, etc. Cases range in size from $500,000 to $80,000,000

    33 years

  2. Trusts
    30%
    We assist our clients with all areas of trust based estate planning, including revocable living trusts, charitable planning, asset protection trusts,, trust-based business succession planning, etc. Cases range in size from $500,000 to $80,000,000

    33 years

  3. Business
    20%
    At some point in time all owners exit their business, either involuntarily of by choice. We help our clients achieve all of their business succession planning goals, so that they can achieve maximum value when the time comes.

    33 years

  4. Probate
    20%
    We assist familes with probate and trust settlement, always striving to provide the most efficient, compassionate, cost-effective and rapid settlement possible.

    33 years

Steve is third generation Colorado native and received his bachelors and masters degrees from the University of Colorado Masters Program and his juris doctor degree from the University of Wisconsin Law School.

 

Before attending law school he taught English at Skyline High School in Longmont for 11 years.  Since graduation from law school he has practiced law for more than 20 years and has focused on estate planning, asset protection planning, business planning and special needs planning for the past fifteen years.

 

He is a member of the Esperti Peterson Insitute for Advanced Estate Planning and WealthCounsel and is the author of the authoritative book on estate planning: Your Legacy, Meaningful Estate Planning.

 

He practices in Arizona and throughout Colorado, but lives here in Greenwood Village with his family.

Contact Steven

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The Law Office of Steven R. Owens, P.C.
6041 South Syracuse Way
Suite 103
Greenwood Village, CO, 80111

Reviews

5.0 / 5.0
  5 customer reviews
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Posted by Sean | October 15, 2013
Outstanding Service
I work with many clients in developing their retirement and savings goals. I partner with Steve as his knowledge, professionalism, and expertise in the field of estate planning has proven to be very valuable to my clients. Most of my clients have either not established a legacy plan or their plan is outdated. I have comfort in knowing that I can refer my clients to Steve and his office will provide them with the best counsel. All the clients that I have referred to Steve have stated that he is easy to converse with and approachable. He puts the client at ease and is straightforward in his approach. Steve, thanks for what you do for my clients!
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Posted by Mike | October 8, 2013
Explained the process in terms that we could understand.
Steve explained the estate planning process in terms that my wife and I could understand. Making decisions to protect and guide our estate were much easiser than I expected. I don't know why I put it off so long, but I feel great knowing that we have our estate planning up to date.
Posted by Judi | September 30, 2013
Review of Steven R. Owens
Steve Owens is very knowledgeable in regards to wills and estate planning for special needs. He helped us to make a plan for the future and set up a special needs trust.
Posted by Stewart | September 28, 2013
I would recommend Steve without reservation!
I am an estate planning attorney and have known Steve for over 15 years. I have reviewed several of his documents, have discussed estate planning matters with him at CLE events, and have visited with him at his office. Steve is both knowledgeable and genuinely interested in his clients. I have actually referred clients to Steve when they came to me and there appeared to be a conflict of interest in my representing them. Steve has an excellent reputation in the community and is well respected by his colleagues and clients alike..
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Posted by Jill | July 30, 2013
Excellent legal service
My family & I were very pleased with the legal advice & services provided Mr. Steven Owens. We met with Steven to discuss living wills & trusts for our family. When we set up our appointment with Mr. Owens, we initially expected our case to be complicated & very expensive. However, Mr. Owens put us at ease by giving honest feedback with what we needed as opposed to trying to convince us we needed a number of extra documents that are not necessary for our case. In other words, he did not try to push his agenda but was more concerned with our situation & how he could be of assistance. If you want an attorney who is knowledgeable, caring, easy to work with and reasonably priced, then Mr. Steven Owens is someone who comes highly recommended.
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Cost

Rates
  • Free Consultation 120 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.9 (Excellent)

Work Experience

  • Primary Attorney
  • The Law Office of Steven R. Owens, P.C.
  • 1996 - Present
  • Attorney
  • Streich Lang, PA
  • 1991 - 1996

Education

  • Esperti Peterson Institute
  • Advanced Wealth Strategist
  • 2004
  • University of Wisconsin, Madison
  • Juris Doctor, Cum Laude
  • 1991
  • University of Colorado
  • Masters, Cum Laude
  • 1987
  • University of Colorado - Boulder
  • Bachelor of Science, with honors
  • 1974
View all education

Associations

  • Society of Financial Service Professionals
  • Board of Directors
  • 2011 - Present
  • WealthCounsel
  • Member
  • 2005 - Present
  • WealthCounsel Advisors Forum
  • Founding Member
  • 2005 - Present
  • Esperti Peterson Advanced Estate Planning Insitute
  • Member
  • 2004 - Present
  • Southeast Denver Estate Planning Council
  • Board Counsel
  • 2003 - Present
  • Arizona Bar Association
  • Member
  • 1991 - Present
  • Order of the Coif
  • Lifetime Member
  • 1991 - Present
  • Colorado Bar Associatin
  • Member
  • 2001 - 2005
  • National Network of Estate Planning Attorneys
  • Member
  • 2001 - 2007
View all associations

Languages Spoken

  • English

Honors and Awards

  • Disability Advocate -- Law
  • Invisible Disabilities Foundation
  • 2008
  • Advanced Wealth Strategies Planner
  • Esperti Peterson Institute
  • 2004
  • Top business law firm in Arizona
  • Corporate Counsel Magazine
  • 1993
  • Member, Order of the Coif
  • The Order of The Coif
  • 1991
  • Cum Laude Honor (JD)
  • University of Wisconsin Law School
  • 1991
  • Chosen As Articles Editor
  • Wisconsin Law Review
  • 1990
  • Chosen as Articles Editor
  • Wisconsin Law Review
  • 1989
  • Cum Laude Award (MA)
  • University of Colorado
  • 1987
  • Honors Graduation Award
  • University of Colorado
  • 1974
View all awards

Publications

  • RIA Continuing Legal Education Notes
  • Irrevocable Grantor Trusts
  • 2012
  • Updated Authoritative Book on Estate Planning In Colorado
  • Your Legacy: Meaningful Estate Planning (Second Edition)
  • 2012
  • Authoritative Book on Planning in Colorado
  • Your Legacy - Meaningful Estate PLanning
  • 2009
  • Wisconsin Law Review
  • PAMPERIN V. TRINITY MEMORIAL HOSPITAL AND THE EVOLUTION OF HOSPITAL LIABILITY: WISCONSIN ADOPTS APPARENT AGENCY
  • 1990
View all publications

Speaking Engagements

  • Society of Financial Service Professionals
  • Creating a Legacy in 2013 and Beyond
  • 2013
  • RIA Continuing Legal Education
  • Irrevocable Grantor Trusts
  • 2012
  • Society of Financial Service Professionals
  • Estate Planning For 2011 and Beyond
  • 2011
  • SEAC Annual Meeting
  • Planning for Disabilities
  • 2010
  • National VATER – VATERL Conference
  • Planning For Children WIth Special Needs
  • 2005
  • Colorado Planned Giving Roundtable
  • Trusts and Charitable Opportunities
  • 2005
  • National Cancer Society Presentation
  • Meaningful Estate Planning
  • 2004
  • Advanced Elder Law Institute
  • Special Needs Planning
  • 2004
  • National Business Institute Presentation
  • Estate Planning Fundamentals for Attorneys
  • 2004
View all speaking engagements

Attorney endorsements

Received (7)
Given (9)
Endorse Steven
Estate planning Attorney | Sep 28
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Nov 07
Relationship: Worked together on matter
"I endorse this lawyer."
Estate planning Attorney | Oct 23
Relationship: Worked for lawyer
"I worked for Steve when I was beginning my legal career, and I always found him to be extremely responsive and attentive to his clients' concerns. Steve is everything you want in an attorney - experienced, practical, well-respected by his peers and adored by his clients. I highly recommend him for anyone needing estate planning, estate administration or special needs planning services."
Estate planning Attorney | Oct 14
Relationship: Opposing Counsel on matter
"I have had the pleasure of working with Steven Owens in several capacities, including as opposing counsel on some friendly contracts. Steve is efficient and practical, getting to the heart of the matter so that clients are served quickly and at reasonable cost."
Estate planning Attorney | Oct 10
Relationship: Fellow lawyer in community
"I endorse Steve. He is well-respected, knowledgeable and likable."
Estate planning Attorney | Oct 01
Relationship: Worked together on matter
"I've worked with and consulted with Steven R. Owens, Esquire on estate planning cases; and I've found Steve & his staff to be top notch. Steve's reputation for knowledge of estate planning and administration is excellent."
Estate planning Attorney | Sep 27
Relationship: Fellow lawyer in community
"I have referred several clients to Steve due to conflicts or workload knowing that Steve and his staff will take great care of those clients. Steve's commitment to his clients is impressive, and each client that I have had the opportunity to follow up with has been quite pleased with Steve. I will continue to send clients to Steve as the occasions arise, knowing they are in fantastic hands with his firm."
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