Jeff G. Carchidi is a graduate of Occidental College and received his Juris Doctorate from Santa Clara University, where he was editor of the Santa Clara Law Review. Mr. Carchidi concentrates his practice on estate planning for high-net-worth individuals and families, charitable and business succession planning, and the administration of trusts and decedents' estates. Mr. Carchidi is experienced in the use of revocable trusts and tax-efficient irrevocable trust structures, such as life insurance trusts, grantor-retained annuity trusts and intentionally defective grantor trusts. He also handles probates and his trust administration practice includes gift and estate tax return preparation, court-ordered reformations and modifications of irrevocable trusts, and post-mortem tax planning. Mr. Carchidi's charitable planning practice includes forming private foundations and public charities and qualifying foreign charitable organizations in California. He also assists charitable organizations in obtaining income tax exemptions from the Internal Revenue Service and California Franchise Tax Board, and advises charities with respect to various administration and compliance issues, including periodic filing and reporting requirements. Mr. Carchidi is a member of the Trusts and Estates Sections of the State Bar of California and the Orange County Bar Association.
