Jeffrey D. Steed Associate
Jeff Steed practices a combination of tax, legal and finance strategies for high-wealth individuals, private businesses, estates, trusts, and non-profit organizations. He advises clients on estate planning, taxation, asset protection, and general business and corporate law matters.
Jeff is committed to professional excellence in meeting the goals of his clients. He has experience in the following practice areas:
— Trusts, Estate Planning & Wealth Succession
— Tax Planning & Tax Controversies
— Domestic & Offshore Asset Protection
— Private Business Organizations, Transactions, M & A
— Tax-Exempt/Charitable Organizations & Planned Giving
— Venture Capital & Private Equity Finance
— Trusts/Financial Company Administration & Regulatory Compliance
Jeff is the manager of our Compliance Management System (CMS). He received his Juris Doctorate from the University of Utah, S.J. Quinney College of Law and his Bachelor of Arts, magna cum laude, in business and international management from Utah State University. He is currently pursuing and Executive L.L.M. degree in taxation and wealth management with the Thomas Jefferson School of Law, a private law school in San Diego. He has held various positions in business and finance, including serving as the director of compliance for a regional wealth management and investment advisory firm.
ADMISSIONS
— United States Tax Court
— U.S. Federal District Court, District of Utah
— Supreme Court of Utah
PUBLICATIONS
—Take Steps to Protect the Loss of Your Legacy, The Enterprise, August 17, 2009
— Asset Protection: Keeping Your Hand in the Game, Utah Business Magazine, May 2009
— The Devil is in the Details: Corporate Minutes and Other Annoying Tasks, The Enterprise, September 2, 2008
— Planning for a Dynasty: The Importance of Values in Multigenerational Wealth Transfer, The Enterprise, June 30, 2008
— A New Look at Estate Planning, Horizon Financial Publications, March 11, 2008
PRESENTATIONS / SEMINARS
—Fundamental Tax Considerations for Estate Planners, Estate Planning Basics/National Business Institute, November 17, 2008
—Ethical Issues in Estate Planning and Multi-Jurisdictional Practice, Estate Planning Basics/National Business Institute, November 17, 2008
INTERESTS/HOBBIES
—Functional Strength Training
— Swimming, Water Polo & SCUBA
— Fiction Novels
— Singing (1st Tenor)
— Spending Time with Family/Friends
SECOND LANGUAGES
—Korean
NON-PROFIT SERVICE
—Program Chair, Utah State Bar: Non-Profit/Charitable Organizations Section
— Board Member, Delonne Anderson Family Foundation
— Volunteer Expert, Utah Wills for Heroes
— Varsity Coach / Eagle Scout, Boy Scouts of America
— Former Missionary, The Church of Jesus Christ of Latter-day Saints
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