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Charli E. Steed

Charli E. Steed

Associate| Orange County


Charli Steed is a member of the firm’s estate planning group, focusing her practice in the areas of tax, wealth preservation, and general business. Her practice includes a broad range of estate and tax planning matters, including, but not limited to, preparing trusts, wills, powers of attorney, non-judicial settlement agreements, and other fiduciary litigation documents. Charli also has experience researching various tax-related issues pertaining to trusts, wills, IRAs, corporate inversions, and equity funds as well as reviewing and interpreting language in trust documents and wills for individual clients. In addition, she advises and supports numerous tax-exempt organizations on a variety of nonprofit corporate and tax-related issues under Section 501(c) of the Internal Revenue Code, including issues related to organization, qualification, tax reporting, and general compliance. Charli also advises and supports businesses with the tax-related aspects of mergers, acquisitions, reorganizations, divestitures and restructurings, along with general business matters.

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  • Supported tax-exempt organizations with regard to tax reporting and compliance issues
  • Assisted $115 million dollar acquisition deal, including, but not limited to, preparation of disclosure schedules and organization of closing
  • Assisted entities with tax-related aspects of mergers, acquisitions, reorganizations, divestitures, and restructurings
  • Assisted individuals with various tax-related issues pertaining to family businesses

 

  • Washington University School of Law (L.L.M. in Taxation, 2015; J.D., 2014)
    • Dean's List (Spring 2014)
    • Journal of Law & Policy, Staff Editor (2012-2014)
    • Catolica Global School of Law (Fall 2013; Lisbon, Portugal)
    • Animal Legal Defense Fund
      • Vice President (2013-2014)
      • President (2012-2013)
    • Real Estate and Economic Development Society, President (2012-2013)
    • Public Service Advisor Board Education Committee, Representative (2013-2014)
    • Client Counseling Participant
    • Negotiation Competition Participant
  • Lyon College (B.A., English and Political Science, cum laude, 2011)
    • Minor in Spanish
    • Varsity Golf Team (2007-2011)
    • Moot Court and Model UN
    • Spanish Club, President
    • Student Government Association
    • Phi Mu Fraternity
  • Orange County Bar Association (2019-present)
  • Big Brothers Big Sisters (October 2011-present)
  • Swim Instructor
  • Loeb & Loeb LLP, Attorney (2018-2019)
  • Varner & Brandt LLP, Attorney (2017-2018)
  • Bryan Cave LLP, Attorney (2015-2017)
  • Moneta Group, LLC, Estate Planning Intern (2014-2015)
  • Equal Housing & Opportunity Council, Legal Intern (2014)
  • Brown & Crouppen, P.C., Legal Intern (2013)
  • Department of Veteran Affairs - Office of Regional Counsel, Legal Intern (2012)
  • Washington University School of Law, Research Assistant for Professor Daniel Mandelker (2012)
  • Blair & Stroud, Attorneys at Law, Law Office Staff Assistant (2011)
  • California
  • Missouri