Steven is a partner in the private client and tax team.
He focuses his practice on estate planning, trust and estate administration, charitable giving and representing tax-exempt organizations. He has designed and used computer modeling to show the economic consequences of various estate planning and charitable giving techniques.He is also experienced in the area of executive compensation, focusing on compensation and intermediate sanctions issues for tax-exempt organizations. Steven has represented exempt organizations in IRS audits, in civil and probate court, and before state Attorneys General.
Steve is recognized as one of San Diego's Top Lawyers 2020 in Charities & Nonprofit by San Diego Magazine. He is also recognized as a "key lawyer" by The Legal 500 US in 2021 in the area of nonprofit tax. Steve has been recognized as a Super Lawyer for eight years, Best Lawyers in America® since 2011 for Non-Profit Charities Law and Trusts and Estates, and has achieved a Martindale-Hubbell® AV Rating and a First Distinguished Service Award - Partnership for Philanthropic Planning of Greater Los Angeles - Annual Western Regional Planning Giving Conference 2012.
Recent recognition
