Steven Lundberg

Steven Lundberg is a seasoned Estate Planning Lawyer, licensed in both North Carolina and California. With more than ten years of experience, he specializes in estate planning and tax planning. Steven's expertise is further enhanced by his former role as an Attorney Advisor for the Social Security Administration, where he gained valuable insights into Social Security Disability, Supplemental Security Income, and Medicaid programs.

Originally from Southern California, Steven served in the United States Air Force in Montana, where he was stationed at Malmstrom Air Force Base. His primary duty involved safeguarding nuclear ICBM missiles across a 5,500 square mile area. It was during his time at Malmstrom that he met his wife, Miranda.

In 2008, Steven graduated summa cum laude with a Bachelor of Science degree in Legal Studies from Kaplan University. He earned his Juris Doctorate from Southwestern Law School in 2013, graduating cum laude for being in the top ten percent of his class. In 2021, he furthered his education with a Masters of Law (LLM) in Taxation from Loyola Law School, graduating with honors.

Steven is also recognized as a Certified Tax Coach by the American Institute for Certified Tax Planners. His professional achievements include being named a Rising Star by Super Lawyers in 2016, 2018, 2019, and 2024. Steven resides in Holly Springs with his wife, Miranda, and their three children.