Corey Steady advises individuals and families on the full spectrum of family wealth planning, including estate planning and probate and trust administration.
With a practice spanning U.S. gift, estate, and generation-skipping transfer tax planning for U.S. citizens, residents, and nonresident noncitizens, Corey helps clients to structure and implement strategies to preserve and transfer wealth in a tax-efficient manner and achieve family and philanthropic objectives.
A significant portion of Corey’s work involves guiding families through sensitive estate matters. Approaching these engagements with discretion and empathy, he helps clients navigate complex dynamics and preserve important relationships while honoring their intentions and objectives.
Fiduciaries, including individuals, banks, trust companies and others, rely on Corey’s counsel in administering complex trusts and estates. He helps fiduciaries anticipate and manage beneficiary disputes, coordinate with accountants and investment advisors and ensure compliance with governing documents and regulatory standards.
Corey also assists clients in designing philanthropic strategies and counsels public charities and private foundations on formation, governance and the tax and legal considerations that arise throughout their operations.
Before joining Sheppard, Corey worked at an accounting firm that focused on income tax and estate planning for closely held businesses and their owners. In addition to basic tax and estate planning, he provided complex estate planning consulting services, both in California and with the accounting firm’s wholly owned trust company in South Dakota.