Phone: 707-543-4900
Fax: 707-543-4910
E-mail: sgoldberg@frigolaw.com

Steven M. Goldberg is a partner in the firm. Mr. Goldberg practices in the areas of estate planning, tax, trust and estate administration, and business law.

Mr. Goldberg has a wide range of experience with sophisticated estate planning techniques, tax strategies, and complex trust administration matters. He is certified as a specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California.

AREAS OF PRACTICE:

• Estate Planning
• Trusts and Tax

BAR ADMISSIONS:

• California
• U.S. District Court for the Northern District of California

EDUCATION:

• Juris Doctorate
      Boalt Hall School of Law, University of California, Berkeley

AFFILIATIONS:

• Sonoma County Bar Association

CALIFORNIA STATE BAR SPECIALTY CERTIFICATION:

• Estate Planning, Trust & Probate Law

RECENT ARTICLES:

• To convert to a roth IRA or not, that is the question,
      North Bay Business Journal - Estate & Tax Planning Special Reoprt
      October 26, 2009
• Family Succession Plannin: Trust can help parents transfer business to heirs,
      North Bay Business Journal April 20, 2009
• Business Enitity 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
• Family Limited Partnerships in a Changing Environment,
      North Bay Business Journal Executive Legal Guide, p. 4 July 29, 2002

RECENT SPEAKING ENGAGMENTS:

• Estate Planning and Trust Administration in a Bad Economy
      California CPA Education Foundation; San Francisco - Los Angeles:
      July 14-15, 2009