Wealth Management & Transfer Advisor
Steve analyzes tax issues and recommends optimal strategies to effectively manage and transfer wealth for individuals, high net worth families, businesses, and entrepreneurs. He offers clients efficient, practical solutions to their estate planning, business, and real estate needs. One of his greatest skills is achieving clients' objectives and managing their expectations through frequent and straight-forward communication.
In his estate planning practice, Steve helps create estate plans tailored to client objectives, and reviews existing estate plans to ensure they are up-to-date with state and federal tax laws, applicable state laws, and evolving family structures and goals. He represents singles and couples (and particularly high net-worth clients) in the preparation of wills and trusts, complex estate analysis, probate and estate administration, estate and income tax planning, asset transfers and ownership analysis, estate and trust dispute resolution, and business succession planning.
On the business side, Steve handles entity formation, governance, and dispositions. He has substantial experience negotiating and drafting complex contracts in a variety of business settings. Steve emphasizes keeping the deal on track and moving forward. He represents both buyers and sellers in sales, mergers, acquisitions, and stock transfers.
Real estate is an active part of Steve's practice. He provides analysis and specialized advice on a broad range of real estate issues, both residential and commercial, including investments, sales, leasing, financing, easements, encroachments, and boundary disputes. Steve likes to make things happen; he works hard to free up the log jam when clients get stuck.
Little Known Facts: Grew up in Southern California | Received a degree in computer science in 1975 | Became an attorney because his real estate developer father said the guy to be is the lawyer | Believes physical activity is the best therapy and enjoys running, swimming, cycling, weight training, golfing, skiing, and snowboarding (fast, but not crazy and always courteous!) | Grew up with three older sisters and to this day cannot listen to Barbara Streisand