Steven J. Chidester

Steven J. Chidester

schidester@mckennalong.com
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PO Box 2329
6050 El Tordo
Rancho Santa Fe, CA 92067
TEL: 858.400.1304
FAX: 858.759.3018
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Experience

Steven J. Chidester practices in the areas of estate planning, trust and estate administration, charitable giving, and the representation of tax-exempt organizations. Mr. Chidester is experienced in the area of executive compensation, focusing on compensation and intermediate sanctions issues for tax-exempt organizations. He has represented exempt organizations in civil and probate court and before state Attorneys General. He also has considerable experience designing and using computer modeling to show the economic consequences of various estate planning and charitable giving techniques.

Recognition

Clerk Experience

Education

Bar Admissions

Publications:

  • "Advising California Nonprofit Corporations, Third Edition" - Chapter 1: "Attorney’s Role During Formation and Operation."

Seminars and Presentations:

  • "Understanding Charitable Lead Trusts: Considerations and Consequences," California State Bar Business Law Section's Nonprofit Organizations Committee Meeting, May 21, 2013.
  • Instructor: "Planned Giving 101," Los Angeles,October 21, 2011.
  • "DAF 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 through the California State University, Long Beach Foundation's American Institute for Philanthropic Studies.
  • "Gifts of Restricted Stock to Private Foundations" - Presented in 2002 to the Exempt Organizations Committee, Tax Section, California State Bar.
  • "Planned Giving Fundamentals" - Presented annually 1999-2001 through California State University, Long Beach.
  • "Keeping Your Business in the Family: Business Succession Planning" - Presented at a conference sponsored by the Gemological Institute of America in 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.
  • "Charitable Family Limited Partnerships: Legitimate Planning Technique or Sham and Abuse?" - Presented at the National Committee on Planned Giving's national conference in 2000.
  • "Final Regulations on Charitable Remainder Trusts" - Presented in 1999 at the La Jolla Probate Section.
  • "The Restrictions Of Tax Exemption Applied To Credit Counseling Agencies" - Presented to national membership meeting of the Association of Independent Consumer Credit Counselors of America in 1999.
  • "Gifts of Business Interests" - Presented in 1999 to Northern Regional Conference on Planned Giving, Northern California.
  • "Opportunities with S-Corp, Closely Held Businesses, LLCs, and Partnership Interests - Receiving Charitable Gifts of Closely-Held Businesses" - Presented at the National Committee on Planned Giving's western regional conference in 1998.
  • "Charitable Planning Techniques and Case Studies" - Presented to the Pepperdine Estate Planning Network in 1998.
  • "The Effect of the Taxpayer Relief Act of 1997 on Charitable Remainder Trusts," CEB Estate Planning and California Probate Reporter 1997.
  • "Should it Be Any of our Business?: Receiving Charitable Gifts of Closely-Held and Privately-Owned Businesses," presented in 1995 at the Masters Symposium of the Southern California Planned Giving Round Table.