Corey Steady Email & Phone Number

Costa Mesa, California, United States

Los Angeles

Member of the Tax, Estate Planning and Wealth Transfer practice group. https://www.sheppardmullin.com/csteady

TRUST AND ESTATE PLANNING:• Draft, review, edit and develop basic estate planning documents, dynasty trusts to be administered by wholly owned Trust Company in South Dakota, and succession plans to protect families’ businesses and assets for multiple generationsCORPORATE LAW• Draft and review buy-sell and corporate operating agreements• Manage and review corporate and partnership purchase and sale documents drafted by legal counsel• Coordinate and manage domestic and foreign client business operations, including multi- million dollar warehouse business in Texas from purchase through construction and during current operation.• Manage private foundations with over $50 million in assets: including creation documents; IRS application for exemption; compliance with IRS law; creation of grants; accountingTAX LAW• Income tax consulting for corporate acquisitions; review of sale documents; complex tax research projects• Ensure compliance with foreign asset reporting requirements, including bank accounts, entities, etc.• Prepare individual, partnership, and corporate income tax returns for closely held businesses and owners• Prepare and review gift and estate tax returns; manage probate proceedings• Develop new accounting methods for business projects

• Managed ten students responsible for stocking, maintaining, and cleaning all UCLA Football team equipment• Various on-field duties at all practices and all games

Juris Doctor (J.D.), Summa Cum Laude

CALI Excellence for the Future Awards (for top grade): Torts I, Legal Research and Writing II, Property, Criminal Law, Federal Income.

Bachelor'S Degree, Political Science Major; Accounting Minor