Jeffrey C. De Francisco

jeff@cmdblaw.com

Jeff is CMDB's managing partner and chairs the firm’s Tax Planning practice group. 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 multi-generational tax plans, advising individual and corporate fiduciaries, forming and operating charitable organizations, and forming and dissolving business entities.

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Education

Master of Laws in Taxation, Loyola Law School, 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 and Publications
American College of Trust and Estate Counsel (ACTEC), Fellow
Certified Specialist, Estate Planning, Trust and Probate law, certified by the State Bar of
California Board of Legal Specialization
California Bar Association
Los Angeles County Bar Association
Pasadena Bar Association
Loyola Law School, Estate and Gift Tax II, Adjunct Professor, 2008-2013
Income Taxation of Trusts and Estates chapter of CEB’s Estate Planning, Co-Author
Post-Mortem Income Tax Considerations in Trust Administration, USC Gould School of Law 2017 Tax Institute, Lecturer
Covering Your Basis With Form 8971, Pasadena and Glendale Bar Associations, Lecturer
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
Calleton, Merritt, De Francisco & Real-Salas, LLP, 2006-2012
Law Office of Theodore E. Calleton, 2004-2006
Law Office of Jeffrey C. De Francisco, 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 rated AV® Preeminent™
Los Angeles Magazine, Southern California Super Lawyers Rising Stars, 2013 - present
Pasadena Magazine, Top Attorneys, 2011 - present

Personal
Jeff is married and has two children. When not practicing law, he can be found traveling the world, learning Italian, playing the ukulele or organ or playing golf. Jeff, an Eagle Scout, also volunteers with the Boy Scouts of America whenever possible.