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 w/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
Glendale Estate Planning Council, Member
San Fernando Valley Estate Planning Council, Member
Post-Mortem Income Tax Considerations, USC Tax Institute, 2017, Lecturer

Income Taxation of Trusts and Estates Chapter of CEB’s Estate Planning, Co-Author
Loyola University School of Law, Estate and Gift Tax II, Adjunct Professor, 2008–2013

Lawyers Fret Future of Estate Tax, Daily Journal, June 15, 2010, Quoted
Tax Return Preparer Penalties, USC Trust and Estate Conference, 2008, Co-Lecturer
Pennies from Heaven, Los Angeles Lawyer, March 2007, Co-Author
Lorman Education Services, Lecturer

PRIOR WORK HISTORY
Calleton, Merritt, De Francisco & Real-Salas, LLP, Partner, 2006–2012

Law Office of Theodore E. Calleton, Associate, 2004–2006
Law Office of Jeffrey C. De Francisco, Owner, 2002–2004

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.