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Steven M. Goldberg

Partner

sgoldberg@frigolaw.com

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Bio

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 Experience

Mr. Goldberg has more than 30 years experience as an attorney for clients in trusts, estates, and tax matters.


Trusts & Estates

Our focus is to use creativity and common sense to carefully craft plans to meet our clients’ wishes and needs. Our firm is one of the leading firms in matters of wills, powers of attorney, health care directives and all aspects of estate planning, including qualified personal residence trusts, special needs trusts, grantor retained annuity trusts, spousal lifetime access trusts and irrevocable life insurance trusts.

Tax Law

Our attorneys specialize in all matters of estate and gift tax issues and are highly experienced in all forms of inheritance tax, family business, succession and other tax issues. Our Tax Law team aims to achieve generational rewards for our clients and their estates, and help them and their families feel financially safe and secure for the future.


Education

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

  • Bachelor of Arts
  • San Jose State University

Admissions

California
United States District Court
  • Northern District of California

Affiliations

State Bar of California
  • Trusts and Estates Section
Sonoma County Bar Association
State Bar of California, Board of Legal Specialization
  • Certified Specialist in Estate Planning, Trust & Probate Law
  • "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