Jeffrey De Francisco

Jeffrey De Francisco’s practice centers around assisting high net worth individuals with their tax and succession planning, with an emphasis on estate planning involving transfer tax mitigation strategies and the administration of taxable trusts and estates.

Achievements & Other Notable Experience • Fellow, American College of Trust and Estate Counsel • Certified Specialist, Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization • Income Taxation of Trusts and Estates Chapter of CEB’s Estate Planning Book, Co-Author (2009 to present) • Income Taxation of Trusts Chapter of CEB’s Trust Administration Book, Co-Author (2019 to present) • Loyola University School of Law, Estate and Gift Tax II, Adjunct Professor (2008 to 2013)