Steven Matlin Greenwood

Steven Matlin Greenwood

5.0
Rating: 8.1

Licensed for 47 years

Estate planning Lawyer at Newbury Park, CA
Practice Areas: Estate Planning, Probate, Marriage & Prenuptials, Business

107 No. Reino Road, #179, Newbury Park, CA

About Steven

Biography

Practice Areas

4

Practice Areas

Estate Planning 80%

This includes basic estate planning through advanced tax mitigation and asset protection. Trust administration and business succession is also a part of my practice activity.

32 years

80%
Probate 14%

When someone fails to properly prepare their estate plan, probate is required. For those who find themselves facing this circumstance, we can help.

32 years

14%
Business 3%

I have a strong background in entity (LLC, FLP, Corp, etc.) creation primarily to facilitate continuing asset protection and estate tax mitigation, as well as business purchase/sale agreements.

39 years

3%
Marriage and Prenuptials 3%

I have on numerous occasions created and/or reviewed prenuptial agreements as part of my estate planning practice.

32 years

3%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 47 years

State: California

Acquired: 1979

Active

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

Avvo Review Score

5.0 /5.0

45 Client Reviews

Filter Avvo Reviews (45) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 10 reviews | General Knowledge

Posted by Larry | November 05, 2015 | Hired Attorney | Trusts

Job well done!

Steve Greenwood did a wonderful job in creating our living trust. All our questions were answered, even the dumb ones, and it couldn't have been a more pleasant experience. He covered all the bases in a timely and professional manner. I wouldn't hesitate to recommend him to anyone looking for his ...services.

Posted by Tom | October 14, 2015 | Hired Attorney | Estate Planning

Quality Estate Planning Attorney

I have known Steve Greenwood for many years through our affiliation with the National Association of Insurance and Financial Services professional organization. Having spent many years in the financial services business as a Managing Partner with New York Life one of my responsibilities was to refer ...my agents to attorneys who could assist them in helping their clients with their estate planning. Steve was at the top of the list as he is very competent in all aspects of estate planning. Naturally, when it came time to update my family trust, Steve was the one I called. My wife and I appreciated the time Steve took with us in explaining our estate. Not only was he very patient and thorough but his attentiveness to detail made us very comfortable in understanding the intricacies involved. I highly recommend Steve and will be referring him to family and friends as this type of planning should be a priority for everyone.

Posted by Erin Diab | September 29, 2015 | Hired Attorney | Lawsuits & Disputes

The best lawyer ever

Steve handled a very complicated legal case for me. He gave me wonderful legal advice. He spoke in laymans terms so I understood every aspect of my case. I have referred several friends to Steve and they have been very satisfied. I would call Steve in the future should I ever need him.

Posted by Tom | August 27, 2014 | Trusts

Estate Planning

Steve established our trust in 2007 and then helped us in updating it this year. We have been very happy with his work - he is straightforward, patient, knowledgeable and easy to communicate with. I would recommend him and have recommended him to others.

Posted by stanley | April 29, 2014 | Trusts

Commendation for professionalism and service

My wife and I have had the distinct pleasure of retaining the services of Steven Greenwood on behalf of our family trust and the requisite amendment updates that were needed. Steve's high touch and personable approach began with an comprehensive introductory discussion and explanation on the current ...trust law, accompanied by a CD for our own review; he was meticulous in answering our questions and explaining the consequences of certain key succession decisions and charitable allocations. His advice was at all times tailored to our personal circumstances and rendered with our best interests at heart. The trust amendments were completed and delivered efficiently within a very timely manner. We were especially impressed with the follow through program offered as part of the overall trust package and that provided us with unimpeded access to his services for a number of issues that we raised following completion of the trust process. We unreservedly recommend Steven Greenwood to anyone seeking guidance on trust issues from a highly skilled professional in a reassuring, informative and highly personal setting .

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Steven Matlin Greenwood's Lawyer Endorsements

Endorse Steven
Julie Drazen Stankowski headshot
Julie Stankowski

Estate planning lawyer | Sep 20

Relationship: Fellow lawyer in community

"I endorse this lawyer. Steven is a very knowledgeable and thorough estate-planning attorney."

Jodi Ann Sherman headshot
Jodi Sherman

Trusts lawyer | Jan 31

Relationship: Worked together on matter

"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."

Howard M. Loeb headshot
Howard Loeb

Estate planning lawyer | Jan 30

Relationship: Fellow lawyer in community

"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."

Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer | Mar 25

Relationship: Fellow lawyer in community

"Top-notch attorney. Highly respected in the legal community."

Howard Blau headshot
Howard Blau

Estate planning lawyer | Feb 28

Relationship: Fellow lawyer in 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."

Andrew Stephen Roberts headshot
Andrew Roberts

Estate planning lawyer | Feb 27

Relationship: Fellow lawyer in community

"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."

View All Endorsements
Julie Drazen Stankowski headshot
Julie Stankowski

Family lawyer

Howard Blau headshot
Howard Blau

Personal injury lawyer

Andrew Stephen Roberts headshot
Andrew Roberts

DUI and DWI lawyer

Experience

Rating:  8.1 (Excellent)

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 Bureau

Member

2007 - Present

Big Brothers Big Sisters

Board Member

2002 - Present

The Executives/Jewish Home for the Aging

Board of Advisors

2007 - 2010

Casa Pacifica

Board Member

2002 - 2008

National Association of Insurance and Financial Advisors

Board Member

1992 - 1998

Ventura County United Jewish Communities

Board Member

1983 - 1988

The Optimists

Board Member

1980 - 1987

Oxnard Jaycees

President

Sample of Legal Cases

Keeping You OFF The Government Plan

Excellent; our LIFE PLANS are the finest in available planning.

See More Legal Cases

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

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

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