Stephen Norman Yungling

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Stephen Norman Yungling: Attorney with Mullen & Henzell L.L.P.

Biography

Steve joined Mullen & Henzell in May 2013 from The Northern Trust Company, where he was the Senior Legal Counsel for the Western Region. Prior to Northern Trust, he was an Estate Planning/Tax Partner with Fell, Marking, Abkin, Montgomery, LLP, focusing on complex estate planning for high-net-worth clients.

Steve specializes in estate planning and trust and estate administration. His practice focuses on working with and advising clients on comprehensive estate plans. These include revocable living trusts, wills, powers of attorney and advance health care directives. The estate plan may also include irrevocable trusts such as life insurance trusts, grantor retained annuity trusts, charitable remainder trusts, and generation-skipping transfers.

Focusing on high-net-worth individuals and families, Steve emphasizes business succession planning and formulating a plan that balances the benefits of tax savings with the needs of beneficiaries. Steve also works with private and professional fiduciaries and family members in trust administration, probate and conservatorships. Steve provides representation for beneficiaries and trustees of trusts in conjunction with their rights and responsibilities under the provisions of the trust and/or in resolving disputes between beneficiaries and trustees.
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Areas of Practice (6)

  • Estate Planning
  • Integrated Wealth Transfer Planning
  • Tax and Business Planning
  • Charitable Gift Planning
  • Post Death Administration
  • Trust Administration

Education & Credentials

University Attended:
California Polytechnic State University, B.A., Summa Cum Laude, 1994
Law School Attended:
Santa Clara University School of Law, J.D., magna cum laude, 1998
Year of First Admission:
1998
Admission:
1998, California; 2001, United States Tax Court
Memberships:
Santa Barbara County and Napa County Bar Associations; State Bar of California; William L. Gordon Inn of Court.
Languages:
Danish and German
Birth Information:
San Luis Obispo, California, March 1, 1972
ISLN:
913257003

Payment Information

Credit Cards Accepted
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Contact Information:

805-308-7551  Phone

www.mullenlaw.com/bios/stephen-n-yungling-of-counsel-mullen-and-henzell-attorney

www.mullenlaw.com/people/stephen-yungling

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