Steven D. Penrose

Steven D. Penrose: Attorney with Penrose Chun & Gorman LLP
  • Partner at Penrose Chun & Gorman LLP (5 Attorneys)
  • 1200 Pacific Avenue, Suite 260, Santa Cruz, CA 95060
    View Steven D. Penrose's office location
  • Steven D. Penrose is a partner with Atack & Penrose, LLP. His practice is devoted to trusts & estates, including planning, administration, and litigation.
  • Peer Reviews

    4.5/5.0 (20)
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    • #11 in weekly profile views out of 637 Attorneys in Santa Cruz, CA
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Attorney Awards

Biography

Steven D. Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law, focusing his practice primarily in estate planning, estate and trust litigation, probate and trust administration, and business succession planning. Mr. Penrose has extensive experience assisting clients with the initiation and review of estate plans, including simple wills, revocable and irrevocable trusts, and complex estate tax planning. He has substantial experience representing executors, trustees, fiduciaries, and beneficiaries in a range of matters before the Superior Courts of Monterey, Santa Cruz, and Santa Clara Counties. He is a skilled litigator with significant expertise in probate court matters, including estate, trust, financial power of attorney, health care power of attorney, health care agent, and conservatorship disputes. Mr. Penrose also routinely handles the probate of estates as well as the non-probate post-mortem administration of living trusts. In the business succession planning arena, he has successfully assisted generations of families in planning for the successful transition of their closely held businesses and assets from older to younger generations. He has the knowledge and experience needed to provide business succession planning assistance to businesses and families in a range of industries.Mr. Penrose has been practicing law for over thirty years. Prior to co-founding Atack & Penrose, he was with the law firm of Bosso Williams in Santa Cruz. Previously, he practiced with Lombardo & Gilles in the Monterey area for over 16 years. Mr. Penrose earned his Juris Doctorate from the University of the Pacific McGeorge School of Law and his Bachelor of Arts degree from Santa Clara University.Mr. Penrose is a member of the Monterey County Bar Association, the Santa Cruz County Bar Association, and the Trusts and Estates Section of the State Bar of California. Mr. Penrose also serves on the Board of Directors of the Friends of Long Marine Lab. He is the former Chairman of the Planned Giving Committee for the National Steinbeck Center. Mr. Penrose is a past member of the Board of Directors for the Central Coast Continuing Professional Education Forum.Memberships- Trusts and Estates Section, State Bar of California- Monterey County Bar Association- Santa Cruz County Bar AssociationCertified Legal Specialist- Estate Planning, Trust & Probate Law (State Bar of California Board of Legal Specialization)Attorney Experience- Bosso Williams, APC- Lombardo & Gilles, LLP

(Certified Specialist in Estate Planning, Trust & Probate Law)

Areas of Practice (9)

  • Estate Planning
  • Estate and Trust Litigation
  • Business Succession Planning
  • Probate Litigation
  • Estate and Gift Tax Planning
  • Trusts and Estates
  • Fiduciary Law
  • Powers of Attorney
  • Advance Health Care Directives

Education & Credentials

Contact Information:
831-515-3344  Phone
831-515-3308  Fax
www.pcg-llp.com
University Attended:
Santa Clara University, B.A., 1976
Law School Attended:
University of the Pacific McGeorge School of Law, J.D., 1979
Year of First Admission:
1979
Admission:
1979, California
Memberships:
Monterey County Bar Association, the Santa Cruz County Bar Association, and the Trusts and Estates Section of the State Bar of California
Birth Information:
California, 1954
Certifications:
( Certified Specialist in Estate Planning, Trust & Probate Law )
ISLN:
904508664
Payment Information:
  • Credit cards accepted
  • Accepts Visa, MasterCard, American Express and Discover

Peer Reviews

Santa Cruz, California

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