07 April 2020 - Article
Steven J. Chidester
Partner | Rancho Santa Fe
Steven is a partner in the private client and tax team.
He focuses his practice on estate planning, trust and estate administration, charitable giving and representing tax-exempt organizations. He has designed and used computer modeling to show the economic consequences of various estate planning and charitable giving techniques.
He is also experienced in the area of executive compensation, focusing on compensation and intermediate sanctions issues for tax-exempt organizations. Steven has represented exempt organizations in IRS audits, in civil and probate court, and before state Attorneys General.
Steve is recognized as one of San Diego’s Top Lawyers 2020 in Charities & Nonprofit by San Diego Magazine. He also has been recognized as a Super Lawyer since 2013, Best Lawyers in America® since 2011 for Non-Profit Charities Law and Trusts and Estates, and has achieved a Martindale-Hubbell® AV Rating and a First Distinguished Service Award - Partnership for Philanthropic Planning of Greater Los Angeles - Annual Western Regional Planning Giving Conference 2012.
Admissions
Publications
Memberships
Talks
State of California, 1987
‘UBTI Proposed Regulations Answer Some Questions but Raise Others,’ Tax Notes - July 13, co-author
‘The Art Market Adjusts: Temporary relief for cultural institutions under the CARES Act,’ Withersworldwide.com - April 7, 2020, co-author
‘New tax legislation establishes flat tax on investment income of private foundations,’ Thomson Reuters’ Taxnet Pro - January 30, 2020, quoted
California State Bar Association
American Bar Association
‘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
Education
Languages
- English