Jeff is Presidio APC’s founder, and 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.

EDUCATION

• Master of Laws in Taxation, Loyola University School of Law
• Juris Doctor, Southwestern Law School
• Bachelor’s in Psychobiology w/honors, Occidental College
• Bachelor’s in Music (composition), Occidental College

PROFESSIONAL AFFILIATIONS

• 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

PUBLICATIONS

• Income Taxation of Trusts and Estates Chapter of CEB’s Estate Planning Book, Co-Author, 2009 – present
• Income Taxation of Trusts Chapter of CEB’s Trust Administration Book, Co-Author, 2019 – present
• Post-Mortem Income Tax Considerations, USC Tax Institute, 2017, Lecturer
• 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

COMMUNITY CONTRIBUTIONS

• Planned Giving Committee, The Huntington Library, Art Collections, and Botanical Gardens, Member, 2016–present
• Neighborhood Music School, President, 2003–present
• San Gabriel Valley Music Theatre, Advisory Board, Member, 2011–present
• 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.