Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.
This is an aggregated review score of Avvo and Lawyers.com reviews.
4.8 /5.0
13 Client Reviews
$ 295-485 per hour
PRO
Steven D. Penrose
Virtual Consultation Available
About Steven
Biography
Steven D. Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law, focusing his practice primarily in estate planning, probate and trust administration, business succession planning, and estate and trust litigation. 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. 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.
Assisting Santa Cruz County with all legal matters associated with Estate Planning. Trustworthy and experienced, Steven Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law.
Assisting Santa Cruz County with all legal matters associated with Estate Planning. Trustworthy and experienced, Steven Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law.
Assisting Santa Cruz County with all legal matters associated with Estate Planning. Trustworthy and experienced, Steven Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law.
Assisting Santa Cruz County with all legal matters associated with Estate Planning. Trustworthy and experienced, Steven Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law.
Assisting Santa Cruz County with all legal matters associated with Estate Planning. Trustworthy and experienced, Steven Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law.
Practice Areas
4
Practice Areas
Estate Planning
50%
46 years
Probate
20%
46 years
Trusts
20%
46 years
Power of Attorney
10%
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
Awards
Licenses
Licensed in California for 46 years
State: California
Acquired: 1979
No misconduct found
Location
Online Presence
Other places you can find Steven online.
Steven D. Penrose's Reviews
Filter Avvo Reviews (5)
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Showing 1 - 5 of 5 reviews
Posted by Gary | March 10, 2022 | Hired Attorney | Estate Planning
Gary Fox
I was referred to Mr.Penrose by another attorney. My case was concerned with a care giver agreement that I considered not truthful. With his great knowledge and investigative skills, Mr.Penrose found that the document had time parameters to make that document legal and binding. Mr.Penrose preserved m...
Posted by anonymous | April 08, 2021 | Hired Attorney | Trusts
Top Notch!
Frankly put, Steven Penrose is nothing less than a miracle worker! My sibling and I retained him nearly 3 years ago to rid us of the many Gordian knots that we had to contend with due to our father's highly complicated trust and estate. He's brilliant (always a step or two ahead of any possible conce...
Posted by Ruben & Jennan | October 03, 2020 | Hired Attorney | Estate Planning
We have a long history with Mr. Penrose
We have worked with Steven for over 20 years. He has successfully handled 3 family estates for us, 2 of which were very complicated. He is a very knowledgeable and progressive thinking attorney. He is one of the few estate planning attorneys that can also handle all aspects of an estate settlement, ...
Posted by Marsha | July 24, 2015 | Trusts
Solid experience, Trusted litigator
Steve was counsel for two of my trust beneficiaries. He was more than capable as he looked out for their interests. His work was so good that I made several referrals to him - not the usual course of action for a trustee. His bills arrived on a timely basis, and were always understandable and accur...
Posted by Roger | May 13, 2012 | Trusts
When I needed a trust litigator...
When I needed a trust litigator, an attorney suggested Steve Penrose. Proceeding quickly, Steve marshaled lots of information and used discovery to focus the issues. He dealt effectively with opposing counsel, wrote thoughtful, persuasive pleadings, and prepared all the appropriate witnesses. In ...
Steven D. Penrose's Lawyer Endorsements
"Steve Penrose is a very knowledgeable estate planning attorney and estate and trust litigator. Steve is able to prepare estate plans that are very simple to the very complex. He is also there to defend the plan if litigation occurs years after the plan is drafted and signed. I have both opposed Steve Penrose on complex matters and worked with him to assist clients with similar interests."
"I endorse this lawyer's work."
Joseph McCarthy
Construction and development lawyer
Experience
Honors
2025
Super Lawyer, Super Lawyers
2024
Super Lawyer, Super Lawyers
2023
Super Lawyer, Super Lawyers
2022
Super Lawyer, Super Lawyers
2020
Certified Specialist, Estate Planning, Trust & Probate Law, State Bar of California Board of Legal Specialization
2020
Distinguished, Martindale-Hubbell
N/A
Client Champion Award, Martindale-Hubbell
Work Experience
2015 - Present
Partner, Penrose Chun & Gorman LLP
1900 - Present
Partner, Penrose Chun & Gorman LLP
2010 - 2015
Partner, Atack & Penrose, LLP
2007 - 2010
Associate, Bosso Williams APC
Associations
2007 - Present
Santa Cruz Estate Planning CouncilMember
1994 - Present
Monterey County Bar AssociationMember
1979 - Present
Santa Cruz County Bar AssociationMember
1979 - Present
Santa Cruz County Trial Lawyers AssociationMember
1979 - Present
State Bar of CaliforniaMember
Education
1979
McGeorge School of Law
JD - Juris Doctor
1976
Santa Clara University
BA - Bachelor of Arts
Languages
English
Activity
Legal Answers