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Steven D Penrose

Steven D Penrose


Estate and Probate Lawyer
Atack & Penrose, LLP
Santa Cruz, CA
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About Steven D Penrose

Attorney 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.

- See more at: http://www.atackpenrose.com


Practice Areas

 
Estate and Probate Law (50%)
 
Trusts (10%)
 
Wills (10%)
 
Estate Planning (10%)
 
Tax Law (10%)
 
Probate (10%)
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Résumé - Steven D Penrose

Bar Licenses

California State Bar
California
Member in Good Standing
1979

Work Experience

Atack & Penrose, LLP
2010

BossoWilliams APC
20072010

Lombardo & Gilles
19982007

Gilles & Nicora
19901998

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Education

UOP McGeorge School of Law
JD
1979

Santa Clara University
BA
1976

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Specialty Certifications

State Bar of California
Board Certified Specialist
Estate Planning, Trust and Probate Law
State Bar of California

Associations

California Lawyers Association, Trusts and Estates Section
Member
California Lawyers Association, Trusts and Estates Section

Commercial Recognitions

Professional Involvement badge
Recognized for Professional Involvement
Lawyer Legion
2020

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Contact Steven D Penrose

Steven D Penrose
Atack & Penrose, LLP
1200 Pacific Ave Suite 260
Santa Cruz, CA 95060
www.atackpenrose.com
Office: 831-515-3344

Online Profiles

More Information

Bar Membership Information

California Bar Membership -

Steven D Penrose - Profile information with the State Bar of California - Find more information about Steven D Penrose on the State Bar of California website, including: current status, actions affecting eligibility to practice law and disciplinary history.


Specialty Certification Information

Estate and Probate Law Certification -

CBLS Board Certification in Estate Planning, Trust and Probate Law - Lawyers certified in Estate Planning, Trust and Probate Law with the State Bar of California Board of Legal Specialization have demonstrated substantial involvement in this area of practice.


The CBLS defines the term "estate planning, trust and probate law" as the practice of law dealing with:


  • "the creation, protection and disposition of a client's assets, during life and upon and after death, in accordance with the client's expressed desires;

  • the tax and family relationship consequences of the client's acts and desires;

  • the preparation of wills, trusts and other documents to carry out the client's desires;

  • the administration of estates and trusts (such as necessary court or non-court procedures; tax reporting, payment of tax and tax audits; and management and transfer of assets); and

  • the protection of the property and provision for the personal needs of individuals unable to handle their own affairs by reason of age, illness or other incapacity."

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