Steve is an Associate with Ytterberg Deery Knull LLP. He practices in the areas of US and international trust planning, estate planning, and probate law. Steve is a dual-qualified lawyer and is both a Solicitor of England and Wales (non-practicing) and a Texas attorney. Steve’s practice includes trust and estate planning, administering complex estates, assisting with trust modifications, advising on the formation and management of private foundations, and creating and administering closely-held business entities. Steve also has extensive experience representing cross-border clients, advising on tax, compliance, and multi-jurisdictional probate issues.
EDUCATION
- The University of Texas School of Law, Master of Laws (LL.M.), 2016
- University of Cambridge, Master of Laws (LL.M.) (First Class), 2014
- University of Warwick, Bachelor of Laws (LL.B.) (First Class), 2012
- The University of Hong Kong, Bachelor of Laws (LL.B.), Exchange Program, 2010-2011
PROFESSIONAL HISTORY
- Ytterberg Deery Knull LLP, 2023-Present
- Osborne, Helman, Scott, Knisely & Stanton LLP, 2016-2022
ADMISSIONS
- Solicitor of England and Wales (Non-Practising), 2019
- State Bar of Texas, 2016
OF NOTE
- Member, Society of Trust and Estate Practitioners (STEP)
- Member, International Bar Association
- Member, American Bar Association
- Member, The College of the State Bar of Texas
- Texas Rising Stars by Super Lawyers Magazine, the Thompson Reuters lawyer rating service, 2020-2024
- Dean’s Achievement Award, The University of Texas School of Law, 2016
- E M Burnett Prize for Academic Achievement, University of Cambridge, Hughes Hall, 2014
- Julia Kerr Prize for Human Rights and the Law, University of Warwick, 2012
- Rebuilding Together – Austin (Director, 2020-2023)
SPEECHES AND PUBLICATIONS (SELECTED)
- Co-Presenter: “The Hitchhiker’s Guide to Multijurisdictional Estate Administration” 48th Annual Advanced Estate Planning & Probate Course, Texas State Bar (June 12, 2024).
- Presenter: “International Estate & Tax Planning” Planning Reimagined Podcast (Robin Glen) (May 17, 2024).
- Co-Presenter: “Death and Taxes Across Borders: A Multinational Estate Tax Case Study” Estate Planning Council of North Texas (March 20, 2024).
- Roundtable Facilitator: “Stiff winds, new currents and rough seas – hot topics, changes and matters that will stay forever” International Bar Association, 29th Annual International Private Client Tax Conference, London, England (March 4, 2024).
- Presenter: “Tackling Cross Border Probate” Houston Business and Estate Planning Council (October 19, 2023).
- Author: “US Supreme Court to Weigh Non-Willful FBAR Penalties” Steve Leimberg’s International Tax Planning Newsletter #38 (July 11, 2022).
- Author: “TBS Properties LLC v. United States: The IRS and the Alter Ego Doctrine” Steve Leimberg’s Asset Protection Planning Newsletter #424 (May 31, 2022).
- Author: “Boykin v. United States – A Timely Reminder of the IRS’ Super Creditor Status” Steve Leimberg’s Asset Protection Planning Newsletter #420 (January 18, 2022).
- Presenter: “Asset Protection Trust Planning for Accountants” Baker Tilly Estate and Trust Conference 2022.
- Presenter: “Asset Protection Trust Planning: Strategies and Recent Developments” Utah State Bar (Jan. 11, 2022).
- Presenter: “Asset Protection Trust Planning for Accountants” Saville Dodgen & Company, PLLC, Dallas, Texas (2021).
- Author: “UK Government Publishes Consultation Response and Final Regulations Relating to the Trust Registration Service” Steve Leimberg’s International Tax Planning Newsletter #34, (August 13, 2020).
- Author: “The UK Trust Registration Service and its Potential Impact on International Trust Planning” Steve Leimberg’s International Tax Planning Newsletter #32, (June 29, 2020).
- Author: “Campbell v. Commissioner – “Nest Egg” Planning and Settlor Control in Asset Protection Trusts” Steve Leimberg’s Asset Protection Planning Newsletter #382, (April 25, 2019).
- Author: “If It Ain’t Broke, Don’t Fix It…But If It Is Broke Then Good Luck Navigating The Revised Texas Decanting Statute.” Real Estate, Probate and Trust Law Reporter, vol. 56, no. 1, 2018, pp. 93-98.
- Editor and Contributing Author (2016-2022), Asset Protection: Domestic and International Law and Tactics (West Group, 1995).