Estate Attorney at CunninghamLegal

Whether you’re running a multi-million-dollar corporation or managing wealth preservation for your family, CunninghalLegal attorney Charli Steed knows how to make tax laws work for you.

Charli completed her JD at the Washington University School of Law in St. Louis, where she went on to earn an LLM in Taxation in 2015. Before joining CunninghamLegal, she worked at high-profile law firms in both Missouri and California.

Tax-Related Corporate & Family Issues

Charli’s practice has included a broad range of estate and tax planning matters, including the most complex of trusts, wills, IRA-planning, powers-of-attorney, non-judicial settlement agreements, and the preparation of financial litigation documents.

Corporate and personal tax-related aspects of mergers, acquisitions, reorganizations, divestitures and restructurings, along with general business matters, are all in her wheelhouse. She also brings deep experience in researching taxation issues related to corporate inversions and equity funds.

In addition, Charli often acts as an advisor to tax-exempt organizations on a variety of nonprofit corporate and tax-related issues under Section 501(c) of the Internal Revenue Code. This includes issues related to organization, qualification, tax reporting, and general compliance.

Among her many career accomplishments, Charli recently assisted in a $115 million acquisition deal, including the preparation of disclosure schedules and organization of closing.

Sharp Negotiating Skills

As a Dean’s List student at Washington University School of Law, Charli was a staff editor of the school’s Journal of Law & Policy. She also acted as president of the Animal League Defense Fund and the school’s Real Estate and Economic Development Society. Her skills were sharpened in college negotiating competitions….along with playing a mean game of golf as part of the school’s varsity golf team.

Contact Us Today

Charli Steed and our full team of attorneys can help you with advanced Estate & Tax Planning from any of our offices throughout Northern and Southern California. We offer in-person, phone, and Zoom appointments. Just call (866) 988-3956.