Band 3
Provided by Jeffrey De Francisco
Jeff De Francisco is the founder of Presidio APC, a tax and succession firm focused primarily on aligning the personal and business succession goals of his clients with estate and business planning techniques that further income, gift, estate, and generation-skipping transfer tax objectives. In addition to designing and implementing tax and succession plans, he has substantial experience with administering trusts and estates, preparing and advising on gift and estate tax returns, forming and advising private foundations, preparing various charitable giving plans, advising businesses, and planning within the California property tax system.
Jeff regularly represents individual and corporate trustees with respect to trust administration issues, business owners with respect to a myriad of concerns from succession planning to merger and acquisition planning, and individuals with charitable desires and entrepreneurial spirits.
Jeff is a fellow in the American College of Trust and Estates Counsel (ACTEC) and is a Certified Specialist, Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization.
In addition to practicing law, Jeff is a student of workflow management and advises on using Lean, Agile, Scrum, Kanban and related strategies to improve the delivery of legal services to clients.
Provided by Chambers
Jeffrey De Francisco of Presidio APC advises high net worth individuals on trust and estate administration, succession planning and tax planning.
Provided by Chambers
Jeffrey De Francisco is very collaborative and technical in his expertise.
Jeff is really a joy to work with.
Jeffrey De Francisco is very collaborative and technical in his expertise.
Jeff is really a joy to work with.