CONEJO VALLEY ESTATE PLANNING COUNCIL

Due to the rapidly-unfolding developments surrounding COVID-19, we have decided to postpone this month’s presentation.  We will look to reschedule Jeffrey’s presentation as soon as possible.  Once we have a new date, we will notify you.

This presentation will cover recent developments in charitable planning for income and estate purposes, and also will review general rules governing income and estate tax charitable deductions. Other topics discussed will include charitable giving vehicles such as charitable lead trusts and charitable remainder trusts and practical planning strategies involving both types of trusts, assignment of income issues and a comparison of private foundations and donor-advised funds.

Jeffrey Geida is a Shareholder at Weinstock Manion in Los Angeles. Jeff advises high-net worth individuals and families on all facets of their estate and income tax, wealth transfer, business succession and charitable planning. He also represents fiduciaries and beneficiaries in estate and trust administration matters. Jeff’s experience includes advising private foundations and other 501(c)(3) organizations on issues including choice of entity, applications for tax-exemption, operations in foreign countries and international grant-making, and federal tax law compliance.

Jeff earned his certification in legal specialization in Estate Planning, Trust, and Probate Law from the State Bar of California. He is an instructor at UCLA Extension, teaching "Introduction to Estate Planning." Previously, he served as an Adjunct Professor at Chapman University School of Law, teaching "Federal Estate and Gift Taxation." Jeff has a B.S. in Business Administration from Bryant University, a J.D. from Pepperdine University School of Law, and an LL.M. in Taxation from New York University School of Law.