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Steven Matlin Greenwood
About Steven
Biography
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.
Practice Areas
4
Practice Areas
Estate Planning
80%
32 years
Probate
14%
32 years
Business
3%
39 years
Marriage and Prenuptials
3%
32 years
Fees and Rates
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Chat withLicenses
Licensed in California for 47 years
State: California
Acquired: 1979
No misconduct found
Location
Law Offices of Steven Matlin Greenwood
107 No. Reino Road, #179, Newbury Park, CA, 91320
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Steven Matlin Greenwood's Reviews
Showing 1 - 5 of 45 client reviews from Avvo
Posted by anonymous | October 29, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Highly Recommended
Mr. Greenwood was very attentive to our comments and concerns, he was friendly and approachable and treated us with respect, far from speaking to us from a high-horse as as some attorneys seem to prefer. His knowledge and experience on the family law matters and inter-generational gifting really impr...
Posted by Devon | October 3, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Estate planning
The making of a Will or A Family Trust is an emotional legal procedure. Steven navigated us through the options in a vary straight forward procedure. All questions where regarded as important and answered accordingly Thank you Steve.
Posted by Steve | August 2, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Review of Steven Greenwood
Steve was very down to earth and explained the trust process in a very clear concise manner. Whenever we had questions, Steve was very willing to answer and was very patient when we asked for more. Steve was very personable and easy to talk to and was very helpful in guiding use through the process.
Posted by Janice | February 27, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Right man for the job
I can not recommend Steven Greenwood highly enough. He was very professional, very knowledgeable, and made the entire process of redoing my trust, simple and straightforward. I never felt rushed or intimidated. He was very accommodating and easy to work with. I also like that he does not charge b...
Posted by anonymous | February 8, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Wonderfully Patient
Let's get real, Lawyer talk is hard and complicated. Steve Greenwood was knowledgeable and patient when it came to creating my prenup and living trust. Because of this, I feel completely confident and secure with what we put together. Always a phone call or email away, quick to respond and react. I h...
Steven Matlin Greenwood's Lawyer Endorsements
"I endorse this lawyer. Steven is a very knowledgeable and thorough estate-planning attorney."
"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."
"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."
"Top-notch attorney. Highly respected in the legal community."
"I have known Steve for several decades and believe he is an extremely thorough, knowledgeable and ethical attorney. He is genuine, compassionate and an expert in the field of Estate Planning, Wills and Trusts. He is highly qualified and easy to work with. I endorse him without any hesitation."
"Steve Greenwood is one of the most dedicated, compassionate and knowledgeable attorneys in Estate Planning. His dedication to his clients is unsurpassed. I highly endorse him. Get peace of mind by getting your estate affairs in order. Steve is the attorney to see."
Experience
Honors
2007
In Appreciation, Big Brothers Big SIsters of Ventura County
1998
In Appreciation, JHA
1994
Congratulations, Muscular Dystrophy Assocation
1994
Thank You, Wheelchair Foundation
1984
Proclamation, City of Oxnard
1984
Resolution, Ventura County Board of Supervisors
1983
Commendation, City of Oxnard
Work Experience
1999 - 2011
Owner, Law Office of Steven M. Greenwood
1994 - 1998
Senior Advanced Planner, Cigna Financial Advisors
1990 - 1994
Owner, Law Office of Steven M. Greenwood
1987 - 1989
Vice-President Business Affairs, Voss Records
1981 - 1987
Owner, Law Office of Steven M. Greenwood
Associations
2009 - Present
State Bar of California-Volunteer Speaker's BureauMember
2007 - Present
Big Brothers Big SistersBoard Member
2002 - Present
The Executives/Jewish Home for the AgingBoard of Advisors
2007 - 2010
Casa PacificaBoard Member
2002 - 2008
National Association of Insurance and Financial AdvisorsBoard Member
1992 - 1998
Ventura County United Jewish CommunitiesBoard Member
1983 - 1988
The OptimistsBoard Member
1980 - 1987
Oxnard JayceesPresident
Sample of Legal Cases
Keeping You OFF The Government Plan
Excellent; our LIFE PLANS are the finest in available planning.
Education
1978
San Fernando Valley College of Law
Juris Doctorate
1972
Univ of California Berkeley
BA - Bachelor of Arts
Speaking Engagements
2014
Retired Public Employees Association of California
Estate Planning Essentials: Keeping you Off the Government Plan
2014
National Association of Insurance and Financial Advisors
Current Issues in the Estate Planning Arena
2014
Bookkeepers Association of Ventura County
Estate Planning Essentials: Keeping You Off the Government Plan
2011
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 Center
Financial Safety in the Golden Years
2011
MetLife Insurance Seminar
"Estate Planning Essentials: Keeping You Off The Government Plan"
2011
Living Well: 3rd Annual Senior Symposium
"Preventing Financial Elder Abuse"
2010
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"
Publications
2010
Ventura County Star
Make a Plan or Get One Imposed
2010
Ventura County Star
Don't Trust That Living Trust is Up to Date
2008
Ventura County Star
Life Insurance Benefits Can be Shielded From Estate Taxes
2008
Ventura County Star
"Making Gifts Provides More Benefits Than Feeling Good"
2008
Ventura County Star
The Benefits of Estate Shifting
2007
Ventura County Star
"Avoid Making Estate Planning Mistakes by Planning Ahead"
2007
Ventura County Star
"Funding Your Revocable Living Trust"
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
"ReaL Property Titled in Joint Tenancy Can Cause Major Problems Later On"
2005
Ventura County Star
"Make Sure You Have These 4 Documents"
2005
Thousand Oaks Acorn
"Free Seminar to Address Common Estate-Planning Mistakes"
2005
Ventura County Star
"Plan Ahead: Protect Family and Yourself"
2005
Ventura County Star
"Estate Planning is for Those Who Care"
2005
Ventura County Star
"Balancing Benefits to Children With a Common Pot Trust"
2005
Ventura County Star
"How to Avoid Extra Tax on Life Insurance"
2005
Ventura County Star
"Partnership Can Help Limit Taxes"
2005
Ventura County Star
"Protect Your Rights: Finances in a Divorce"
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
How can I protect my future inheritance from my estranged husband?
13 Jun 2022
Q&A
Why is my stepmother not letting us see our fathers trust?
05 Sep 2020
Q&A
Sibling insists I sell inherited house immediately
06 Jul 2019
Legal Guides
Legal Guide
Family Limited Partnerships
11 Aug 2011
Legal Guide
Consequences of Being on the Government Plan
10 Aug 2011
Legal Guide
What Type of Client Would Benefit From Long Term Health Care Insurance?
10 Aug 2011