Jung, Steven A.

Steven Jung is the head of the Trusts and Estates Group. He has a Masters of Law in taxation, and is a California State Bar certified specialist in estate planning, trust and probate law.

Steven helps clients achieve their personal, family and charitable objectives while minimizing or eliminating estate, gift and generation-skipping taxes. He advises clients regarding the disposition of all of their assets as part of a comprehensive plan, including planning for life insurance, designations for IRA’s and other retirement plans, trust benefits and family-owned businesses. He plans and implements irrevocable life insurance trusts, personal residence trusts, family partnerships and LLC’s, charitable remainder trusts, split dollar life insurance agreements and other advanced methods of lifetime giving and wealth preservation when suitable for the client. 

Steven also represents executors, trustees and surviving family members in connection with post-death administration of trusts and estates, preparation of estate tax returns, post-death trust funding and any required probate proceedings. Steven advised the trustees of a trust owning $50 million in real estate, prepared and filed the estate tax return, successfully requested a deferral of estate tax under Internal Revenue Code section 6166, and had the estate tax return accepted by the IRS as filed. 

Steven also assists trustees and beneficiaries in connection with ongoing trusts, modification of trusts, and other trust and probate matters.

News & Events
Community

Board of Trustees, Sansum Diabetes Research Institute

Past President, Alumni Association, University of California, Santa Cruz

Past President and Board Member, Ojai Education Foundation

Member, Visiting Nurse and Hospice Care of Santa Barbara Planned Giving Committee

2003 Chairman, Ojai Golf Classic, for Ojai Valley Youth Foundation and Ojai Education Foundation

Publications & Presentations
Education
  • J.D., 1982, UC Davis School of Law
  • LL.M., 1986, Georgetown University Law Center
  • B.A., 1978, University of California, Santa Cruz
Admissions
  • California, 1983
  • District of Columbia
Recognition

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

California Super Lawyers, 2009-2013

Membership

American Bar Association, Real Property and Probate Section

Santa Barbara County Bar Association

Santa Barbara Estate Planning Council

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