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 20 reviews | Practice Area Knowledge

Posted by anonymous | October 30, 2017 | Hired Attorney | Family

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...essed us. We would recommend Mr. Greenwood to friends and family.

Posted by anonymous | February 08, 2017 | Hired Attorney | Marriage & Prenuptials

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...ighly recommend him to anyone.

Posted by anonymous | January 31, 2017 | Hired Attorney | Estate Planning

Excellent Service

Mr. Greenwood thoroughly explained all aspects of establishing a trust and afforded options in creating an estate plan. In two meetings, we were able to finalize the trust including healthcare directives. He and his assistant were always cordial and patient in addressing our concerns.

Posted by Stuart | January 11, 2017 | Hired Attorney | Trusts

Highly recommended for trusts

I'd like to thank Steve and his entire team for the excellent service we received in setting up our family trust. Neither of us were well versed in the area and Steve walked us through each section of the trust, the various options we had, and common pitfalls/issues...with endless patience. He answer...ed all questions professionally and respectfully, regardless of how silly they may have been. He was also diligent in explaining the pricing options for our situation and even steered us away from certain more expensive options that he didn't believe were necessary. Steve and his team also understand the importance of the client experience and my wife and I felt like VIPs from the moment we walked into his offices. Additionally, unlike other trust attorney experiences that have been shared with me from friends/relatives, Steve and his team have been accessible after the trust document has been completed, and he reinforced that message multiple times during the process. Steve made the trust process as enjoyable as I imagine it could be and we're grateful for the high level of service we received throughout the experience.

Posted by Cathy | March 18, 2016 | Hired Attorney | Estate Planning

Living Trust

Steve prepared our living trust. He was thorough and covered all the necessary details and more. He made sure we understood and returned any information that he needed to complete our trust.

See All Client Reviews

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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