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.”

Education

  • LL.M., Taxation, New York University School of Law, New York, New York, 2000
  • J.D., Pepperdine University School of Law, Malibu, California, 1999
    • Honors: cum laude
  • B.S., Bryant University, 1996
    • Honors: cum laude

Certification

  • Certified Specialist – Estate Planning, Trust, and Probate Law, The State Bar of California Board of Legal Specialization

Bar Admissions

  • California
  • Massachusetts
  • Rhode Island

Professional Associations & Memberships

  • California Lawyers Association
  • Beverly Hills Bar Association
    • Trusts and Estates Section
  • Massachusetts State Bar
  • Rhode Island State Bar

Speaking & Teaching

  • “2018 Charitable Planning Review,” South Bay Estate Planning Council, November 8, 2018
  • “Late Funding of Subtrusts,” USC Gould School of Law 42nd Annual Trust and Estate Conference, November 18, 2016
  • “Advisory Team for Family Offices & High Net Worth Families,” Financial Planning Association of Los Angeles, October 15, 2015
  • “Planning for the Family Residence” Tax Planning & Charitable Giving: 2014 Professional Advisor Speaker SeriesJewish Community Foundation, Los Angeles, October 1, 2014
  • Estate Planning, UCLA Extension, 2011 – present
  • “Estate and Gift Taxes: Impact of the New Legislation and the Future of Estate Planning,” Tax Night, Los Angeles County Bar Association, June 15, 2011
  • Federal Estate and Gift Taxation, Adjunct Professor, Chapman University School of Law, 2004

Media & Publications

Publications

  • Planning with Family Limited Partnerships in 2012, co-author, Credit Suisse, June 2012
  • Seizing Wealth Transfer Opportunities in a Low Interest Rate Environment, June 23, 2008

Media

Honors & Awards

  • “Best Lawyers in America,” Best Lawyers, 2020-Present
  • “Southern California Super Lawyers,” Super Lawyers, 2015-Present
  • “Southern California Rising Stars,” Super Lawyers, 2009-2014

Related News

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July 1, 2019

Ten of the Firm’s Attorneys Selected to 2019 Southern California Super Lawyers

Robert Strauss was selected for Estate Planning & Probate and Closely Held Business; Neil Solarz for Estate Planning & Probate, Estate & Trust Litigation, and Tax: Consumer; Sussan Shore for...

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February 9, 2019

Jeffrey Geida Quoted in New York Times on Family Estate Disputes

Jeffrey Geida recently spoke to The New York Times about what can happen when private estate fights become public. In the article, Jeff discusses how litigation between...

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November 11, 2018

Jeffrey Geida Speaks on Reviewing Wills

Jeffrey Geida was recently quoted in Paul Sullivan’s Robb Report article “Rest in Wealth: The Ins and Outs of Estate Planning.” In the article, Jeff comments on the...

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February 1, 2018

Ten of the Firm’s Attorneys Selected to 2018 Southern California Super Lawyers

Robert Strauss was selected for Estate Planning & Probate and Closely Held Business; Neil Solarz for Estate Planning & Probate, Estate & Trust Litigation, and Tax: Consumer; Sussan Shore for...

Read morearrow
December 5, 2017

Jeffrey Geida Speaks to Fox Business and Tax Notes on Possible Estate Tax Repeal, Tax Deductions

Jeffrey Geida recently spoke to Fox Business and Tax Notes on the House GOP’s tax reform proposal providing a delayed repeal of the estate tax and maintaining the...

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November 21, 2017

Jeffrey Geida Quoted in Bloomberg BNA Article “Senate Tax Plan May Create Gifting Bonanza Among Very Wealthy”

Jeff Geida was recently quoted in Allyson Versprille’s Bloomberg BNA article “Senate Tax Plan May Create Gifting Bonanza Among Very Wealthy.” In the article, Jeff...

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August 16, 2017

Jeffrey Geida Speaks to Los Angeles Times on NonProfit Foundations

Jeff Geida was recently quoted in David Lazarus’s Los Angeles Times article “Drug companies are growing less generous in helping patients pay for meds.” In...

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April 30, 2017

Nine of the Firm’s Attornys Named to List of 2017 Southern California Super Lawyers

Robert Strauss was selected for Estate Planning & Probate and Closely Held Business; Neil Solarz for Estate Planning & Probate, Estate & Trust Litigation, and Tax: Consumer; Sussan Shore for...

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November 18, 2016

Neil Solarz and Jeffrey P. Geida present “Raising Trusts from the Ashes: the Undead Trust” at the USC Trust and Estate Conference

...

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October 15, 2015

Jeffrey Geida presents “Advisory Team for Family Offices and High Net Worth Families” at the Financial Planning Association of Los Angeles

...

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October 1, 2014

Jeffrey Geida presents “Planning for the Family Residence” at the Tax Planning & Charitable Giving: 2014 Professional Advisor Speaker Series for the Jewish Community Foundation, Los Angeles

Jeffrey Geida presents “Planning for the Family Residence” at the Tax Planning & Charitable Giving: 2014 Professional Advisor Speaker Series for the Jewish Community Foundation,...

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July 31, 2014

Weinstock Manion Names Jeffrey Geida as Shareholder

Weinstock Manion is pleased to announce that Jeffrey Geida has been named a shareholder of the firm. Jeff advises high-net worth individuals on all facets...

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