Steven L. Lundberg

Steven L. Lundberg

Compass Estate and Tax Planning β€’ Cary, NC
Estate PlanningTaxTax Planning

Is this your profile?

Claim it for free to update your information and connect with clients.

Claim Profile β†’

Contact

Email
Phone
(844) 257-6223
Address
1155 Kildaire Farm Road, Cary, NC, 27511, US

Professional

About

Steven is an Air Force Veteran and experienced Estate Planning Lawyer. Steven is licensed in North Carolina and California. Over the last decade, Steven has primarily practiced in the areas of estate planning and tax planning. In 2013, Steven obtained his Juris Doctorate from Southwestern Law School, graduating with the Latin honors of cum laude for being in the top ten percent of his class. Steven is a Certified Tax Coach through the American Institute for Certified Tax Planners. In 2021, Steven obtained his Masters of Law (LLM) in Taxation from Loyola Law School, graduating with honors.

About Estate Planning Law

Estate planning attorneys help individuals plan for the distribution of their assets and care during incapacity. They create wills, trusts, and other documents to protect families and minimize taxes. Common matters include wills, trusts, powers of attorney, healthcare directives.

Credentials

Education
2013 Southwestern Univ SOL JD - Juris Doctor 2008 Kaplan University BS - Bachelor of Science 2006 Community College of the Air Force Associate
Languages
English

Recognition & Involvement

Awards
2014 Judge Barry Russel Award, The Federal Bar Association Los Angeles Chapter 2013 The Williston - Lord Award, Delta Theta Phi 2013 Excellence for the Future Award for Wills and Trusts, CALI 2013 Excellence for the Future Award for Interviewing & Negotiations, CALI 2013 Excellence for the Future Award for Bankruptcy, CALI
Associations
2012 - Present Delta Theta Phi, Law Fraternity Member 2014 - 2015 San Fernando Valley Bar Association Member 2014 - 2015 American Bar Association Member
Speaking
2015 Difference between a Trust and a Will, and why a Trust may be a better vehicle to protect your family. Estate Planning
Updated: Mar 08, 2026