Steven J. Chidester

Partner | San Diego

Secretary Jeffrey Ferrer



  • 'Planned Giving 201,' Los Angeles Council of Charitable Gift Planners - May 1, 2023, presenter

  • 'Looking Ahead: The long-term benefits of Charitable Lead Annuity Trusts (CLATs),' Withersworldwide webinar - July 13, 2020, co-presenter
  • 'Charitable Planning When Stars Align: Why 2020 is the Year for Charitable Gifts,' North County Estate Planning Council - June 2, 2020, co-presenter

  • 'Charitable Giving Part II: Other Deferred Giving Techniques,' California State University, Long Beach Foundation's American Institute for Philanthropic Studies - March 19, 2019, speaker

  • 'Collaboration Between Nonprofits and For-Profits: From the Simple to the Complex,' State Bar of California's Tax Annual Meeting & Tax Policy Conference, Carlsbad - November 03, 2017

  • 'Business Exit Strategies Involving Gifts to Charity,' Office of Gift Planning at Scripps Health Foundation, La Jolla - November 01, 2017

  • 'Planned Giving 101,' Los Angele Council of Charitable Gift Planners, Los Angeles - October 27, 2017

  • 'Understanding Charitable Lead Trusts: Considerations and Consequences', California State Bar Business Law Section's Nonprofit Organizations Committee Meeting - May 21, 2013

  • 'Planned Giving 101,' Los Angeles - October 21, 2011

  • 'Donor Advised Funds and Family Funds_',_ Practical Planned Giving Conference 2011, San Diego

  • 'Charitable Giving for Entrepreneurs and Business Owners_',_ Healthy, Wealthy & Wise seminar, San Diego

  • 'Charitable Giving: Deferred Giving Techniques_',_ a two-day course taught annually from 2002-09 and 2014-15 through the California State University, Long Beach Foundation's American Institute for Philanthropic Studies

  • 'Gifts of Restricted Stock to Private Foundations_',_ Exempt Organizations Committee, Tax Section, California State Bar

  • 'Keeping Your Business in the Family: Business Succession Planning_',_ presented at a conference sponsored by the Gemological Institute of America - 2001

  • 'Funding Charitable Remainder Trusts with Challenging Assets_',_ presented in 2000 to the Planned Giving Round Table of San Diego

  • 'When is a Gift Not a Gift? - An Analysis of Current Charitable Tax Planning Strategies, Proven and Unproven_' -_ 2000 Annual Meeting of the California Bar Association Tax Section