BIO

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Steven is a tax, trusts, and estates attorney, focused primarily on advanced income, gift, estate, and generation-skipping transfer tax planning for high-net-worth-individuals, business owners, philanthropists, and entrepreneurs. Steven also advises clients on issues related to creditor protection, structuring business and real estate transactions, and other federal and state tax matters. 

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While enrolled in Brigham Young University’s highly-ranked accounting program, Steven worked as a tax intern for Ernst & Young LLP in Washington, D.C., which sparked his interest in the legal side of the tax world. This experience ultimately led him to earn joint Masters of Accounting and Juris Doctor degrees. Steven enjoys helping clients find creative solutions to problems through his work as a tax, trusts, and estates attorney. He also takes great pride in helping his next generation of clients with their parents’ trust and estate matters.

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Outside of work, Steven loves spending time outdoors with his wife and four kids and serving in the community. An avid sports fan and Orange County native, he always finds time to cheer for the Angels, as well as his beloved BYU Cougars. Steven is also passionate about all things India, where he served as a missionary for two years.

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Click here for Steven's complete biography.