Steven M. Greenwood began the practice of law in 1979 as in-house counsel to one of the largest real estate land developers in Ventura County, focusing on subdivision, construction, leasing, general/limited partnership formation/syndication, and corporate matters. Thereafter, Mr. Greenwood became corporate counsel to a national payroll processing organization, where he was responsible for its entire franchising program, as well as attendant corporate, contract, litigation and general business matters. In 1987, Mr. Greenwood took the position of general counsel to a Capitol Records affiliated music production and publishing house where he was actively involved in various aspects of music contract drafting and administration involving audio/video production, licensing, marketing, distribution and corporate law.
In 1994, Mr. Greenwood joined Cigna Financial Advisors (now known as Sagemark Consulting) adding a financial and estate planning dimension to his practice, becoming licensed in insurance and investment counseling. During this period, Mr. Greenwood focused primarily upon older, affluent business owners, whose legal and financial needs were beyond the norm, bringing much needed counsel to a woefully underserved market niche. Whether it was explaining the mechanics of a living trust, how life insurance might assist in achieving their goals, or helping his business owning clients address the issues of business succession, forthright, easy to understand communication was his forte.
Mr. Greenwood's current focus is upon fundamental to advanced estate planning, business succession planning, asset protection, and trust administration.
He is also an accomplished author, lecturer and provider of continuing education to the insurance industry. Steve is a member of the State Bar of California’s Volunteer Attorney Speaker’s Bureau and makes presentations, on behalf of the State Bar, on the subject of financial elder abuse. He is listed in several Who's Who publications and is the recipient of numerous personal achievement awards. Learn more at www.CAestatelaw.com
Portola Junior High School, Tarzana, CA - Graduate
Taft High School, Woodland Hills, CA - Graduate
University of California, Berkeley Bachelor of Arts degree in Economics; 1972
University of La Verne, San Fernando Valley Law Campus Juris Doctorate with honors; 1978.
Past Board Member, Ventura County United Jewish Communities
Past Board Member, National Association of Insurance and Financial Advisors (NAIFA),
Past Board Member, The Optimists
Past Board Member, Casa Pacifica (Camarillo, CA)
Past President of the Oxnard Jaycees
Current member of the Board of Advisors for The Executives/Jewish Home for the Aging
Current member of the Board of Directors for Big Brothers/Big Sisters of Ventura County.
Steve resides in Newbury Park, California with his wife of 33 years, Debra, and is the proud father of three accomplished children.
As an avocation, Steve remains an enthusiastic bass guitar player and lead singer with his classic rock band. In addition, he is an avid reader and student of politics, economics and international affairs/geo-politics with a focus on the Middle East. One of his greatest pleasures is engaging in animated debate with others similarly interested. Steve also enjoys a challenging tennis match, watches the Dodgers and Lakers as an occasional pastime, and usually hurts himself whenever he plays golf.