OUR ATTORNEYS

JEFFREY C. DE FRANCISCO

ATTORNEY AT LAW

626.395.0860
jeff@cmdblaw.comdownload v-card

Jeff is CMDB's managing partner and chairs the firm’s Tax Planning practice group. He is certified by the State Bar of California Board of Legal Specialization in Estate Planning, Trust and Probate Law. His practice includes estate and gift tax planning for high-net-worth individuals, trust and estate administration, charitable giving, business succession planning and business formation. Jeff is also experienced with the creation and administration of multigenerational tax plans, advising individual and corporate fiduciaries, forming and operating charitable organizations, and forming and dissolving business entities.

EDUCATION
Master of Laws in Taxation, Loyola University School of Law, 2002
Juris Doctor, Southwestern Law School, 2001
Artium Baccalaureatus in Psychobiology (with honors), Occidental College, 1998
Artium Baccalaureatus in Music (composition), Occidental College, 1998

PROFESSIONAL AFFILIATIONS & PUBLICATIONS
American College of Trust and Estate Counsel (ACTEC), Fellow
Certified Specialist, Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization
California Bar Association, Member
Los Angeles County Bar Association, Member
Pasadena Bar Association, Member
Loyola University School of Law, Estate and Gift Tax II, Adjunct Professor, 2008–2013
Post-Mortem Income Tax Considerations, USC Tax Institute, 2017, Lecturer
Income Taxation of Trusts and Estates Chapter of CEB’s Estate Planning, Co-Author
Lawyers Fret Future of Estate Tax, Daily Journal, June 15, 2010, quoted in Pennies from Heaven, Los Angeles Lawyer, March 2007, Co-Author
Tax Return Preparer Penalties, USC Trust and Estate Conference, 2008, Co-Lecturer
Pasadena Bar Association, Glendale Estate Planning Counsel, San Fernando Valley Estate
Planning Counsel, Lorman Education Services, Lecturer

PRIOR WORK HISTORY 
Law Office of Jeffrey C. De Francisco, Owner, 2002–2004
Law Office of Theodore E. Calleton, Associate, 2004–2006
Calleton, Merritt, De Francisco & Real-Salas, LLP, Partner, 2006–2012

COMMUNITY CONTRIBUTIONS
Planned Giving Committee, The Huntington Library, Art Collections, and Botanical Gardens, Member, 2016–present
Neighborhood Music School, President, 2003–present
Pasadena Waldorf School, Vice-Chair and Treasurer, Board of Trustees, 2015-present
San Gabriel Valley Music Theatre, Advisory Board, Member, 2011–present
San Gabriel Valley Music Theatre, Board of Directors, Member, 2005–2011
San Gabriel Valley Medical Center Fund, Advisory Board, President, 2008–present
San Gabriel Valley Medical Center Foundation, Board of Directors, Member, 2003–2008
Incarnation Catholic Church, Director of Music, 2001–2008
Holy Family Catholic Church, South Pasadena, Associate Organist, 1994–2001

SPECIAL RECOGNITIONS
Martindale-Hubbell Peer Review Rating AV Preeminent®
Los Angeles Magazine, Southern California Super Lawyers, 2017– present
Los Angeles Magazine, Southern California Super Lawyers Rising Stars Rising Star, 2013–2016
Pasadena Magazine, Top Attorneys, 2011–present
Eagle Scout

PERSONAL
Jeff is married and has two children. When not practicing law, he can be found traveling the world, learning Italian, coding, and playing the ukulele, organ, or golf.