Jeffrey Geida advises high-net worth individuals on all facets of their estate, wealth transfer and business succession planning. He also manages estate and trust administration for beneficiaries and fiduciaries.

Clients appreciate Jeff’s interactive approach to understanding their wide-ranging concerns, including income, capital gains, gift and estate taxes, charitable giving and business succession matters. He then introduces creative solutions, which may include the use of family limited partnerships, limited liability companies, grantor retained annuity trusts, gifting plans, sales to intentionally defective irrevocable trusts, qualified personal residence trusts, charitable remainder trusts, charitable lead trusts and private foundations.

Jeff’s experience includes advising a variety of 501(c)(3) and other tax-exempt organizations on issues including entity formation, applications for tax-exemption, operations in foreign countries and international grant-making, federal tax law compliance and charitable solicitations.

To further his ability to provide the most comprehensive solutions for his clients, Jeff earned his certification in legal specialization in Estate Planning, Trust, and Probate Law from the State Bar of California. He enjoys sharing his knowledge with other professionals in the estate planning field by teaching at UCLA Extension. Previously, he served as an Adjunct Professor at Chapman University School of Law, teaching “Federal Estate and Gift Taxation.”

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