Steven M. Goldberg

profile

Steven M. Goldberg is a founding partner of Friedemann Goldberg LLP and is a certified specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California. He has been recognized repeatedly by national legal publications and by his peers, and is regarded as one of the preeminent estate planning attorneys in the nation.

Mr. Goldberg has comprehensive experience with sophisticated estate planning techniques, tax strategies, complex trust and estate administration matters, business law and business succession planning.

Mr. Goldberg has been honored three times as one of the 100 Best Estate Planning Attorneys in the Nation by Worth Magazine. He has a perfect 5-out-of-5 AV Preeminent Peer rating by Martindale Hubbell, and has been named a “Super Lawyer” by SuperLawyers Magazine for 11 consecutive years. He has also been recognized twice (2012, 2016) as Lawyer of the Year for Trusts & Estates in the North Bay by Best Lawyers and US News & Review.

A 1984 graduate of the UC Berkeley Boalt Hall School of Law, Mr. Goldberg has given lectures on a variety of estate planning and tax issues. He serves on the Board of Directors for the Community Foundation Sonoma County.

Specific areas of expertise:

  • Trust and Estate Planning
  • Trust and Estate Administration
  • Tax Liability Matters
  • Business Succession Planning
  • Asset Protection
  • Tax Deferral Strategies


Education

  • Juris Doctorate
  •     University of California, Berkeley, Boalt Hall School of Law
  • Bachelor of Arts
  •     San Jose State University

Bar Admissions

CALIFORNIA STATE BAR SPECIALTY CERTIFICATION

  • Estate Planning, Trust & Probate Law

Affiliations

California State Bar
  • Trusts and Estates Section
  • Taxation Section
Sonoma County Bar Association

Articles

  • "To Convert to a Roth IRA or Not, That is the Question" - North Bay Business Journal, Estate & Tax Planning Special Report, October 26, 2009
  • "Family Succession Planning: Trust Can Help Parents Transfer Business to Heirs" - North Bay Business Journal, April 20, 2009
  • "Business Entity Valuation Planning" - CEB, California Estate Planning Update, Ch. 18, February 2009
  • "Zero-Tax Trust, Loans Alternatives to Gifting" - North Bay Business Journal, July 12, 2009

Speaking Engagements

  • "Importance of Estate Planning: Navigating the Challenge of Care with Experts in the Field," Dementia and Alzheimer's Caregiver Conference
  • "Accounting for Lawyers," Continuing Legal Education, California State Bar
  • "Transfer Tax Issues, Asset Protection, Liability and Litigation," Annual Estate and Fiduciary Update
  • "Estate Planning and Trust Administration in a Bad Economy," California CPA Education Foundation
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