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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.
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Practice Areas
32 years
32 years
39 years
32 years
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Chat withState: California
Acquired: 1979
No misconduct found
107 No. Reino Road, #179, Newbury Park, CA, 91320
45 Client Reviews
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 ...
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 ...
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 ...
"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."
"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."
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
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
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
Excellent; our LIFE PLANS are the finest in available planning.
1978
Juris Doctorate
1972
BA - Bachelor of Arts
2014
Estate Planning Essentials: Keeping you Off the Government Plan
2014
Current Issues in the Estate Planning Arena
2014
Estate Planning Essentials: Keeping You Off the Government Plan
2011
"Senior Savvy: FInancial Elder Abuse and How to Protect Against It"
2011
"Current State of Estate Tax"
2011
"Financial Safety in the Golden Years"
2011
Financial Safety in the Golden Years
2011
"Estate Planning Essentials: Keeping You Off The Government Plan"
2011
"Preventing Financial Elder Abuse"
2010
"Senior Savvy: FInancial Elder Abuse and How to Protect Against It"
2010
"Financial Safety in the Golden Years"
2010
"Estate Planning Essentials: Keeping You Off The Government Plan"
2010
"Estate Planning Essentials: Keeping You Off The Government Plan"
2010
"Estate Planning Essentials: Keeping You Off The Government Plan"
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English
Legal Answers
Legal Guides
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10 Aug 2011
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10 Aug 2011