California Trusts and Estates Counselors, LLP

Mr. George specializes in estate planning, trust and probate law, with emphasis on sophisticated tax planning, administration of large and small estates, and related litigation.

His practice includes preparation of revocable and irrevocable trusts, planning and preparation of federal and state estate tax returns, charitable planning, and the utilization of corporations, partnerships, and other entities as they relate to estate and tax planning.

He is a member of the the Executive Committee of the State Bar’s Estate Planning, Trust and Probate Law Section where he serves as legislation chair.

Mr. George is certified by the State Bar of California as a specialist in estate planning, trust, and probate law.

He received his AB degree from Stanford University, his J.D. from the University of San Francisco, and his LL.M. in taxation from New York University.

J. Keith George

Los Osos - San Luis Obispo, California

J. K. George & Associates, LLP
2238 Bayview Heights Drive

Suite J

694 Santa Rosa Street
P.O. Box 6129
Los Osos, CA 93412

Tel: (805) 528-3394
Fax: (805) 528-5598

email: jkg@jkgeorge.com

Professional Organizations/Memberships:

• Fellow of the American College of Trust and Estate Counsel

• Certified Specialist in estate planning, trust and probate law, California State Bar Board of Legal Specialization

• 1997 - present, Member, California State Bar Estate Planning, Trust and Probate Law Section Executive Committee

• 1999-2000, President, Central Coast Planned Giving Council

• Member, Estate Planning Council of San Luis Obispo

Education:

• Stanford University
Bachelor of Arts, 1965

• University of San Francisco

Juris Doctor, 1969

• New York University
Master of Laws in Taxation, 1973

Lectures/Presentations:

• Recent Developments in Estate Planning and Administration,” Continuing Education of the Bar, 1989 to 1997.
• “Conducted technology workshops at annual meetings of American College of Trust and Estate Counsel, 1996 and 1997.
• “Use of Charitable Lead Trusts,” “Using Qualified Plans to Fund Charitable Gifts,” and “Planned Giving”, Central Coast Planned Giving Council, 1996-1998.
• “Uniform Prudent Investor Act/Modern Portfolio Theory”, San Luis Obispo Estate Planning Council, 1996.
• Facilitator at the Quarterly Roundtable of the Estate and Gift Tax Committee, Section of Taxation of the State Bar of California, 1992.

Published Articles/Books:

• “Client Perception vs. Attorney Competence,” Flying Solo, American Bar Association, 1984 and 1994;
• “Conversations with a Trial Lawyer,” Law Practice Management, November/December, 1996.
• Co-author, “Contractual Agreements Relating to Estate Planning”, Chapter 11 of California Transactions Forms: Estate Planning, West Publishing Company, 1999.
• “ Barry Strikes Out”, a short analysis of the case of In re Marriage of Bonds, California Trusts and Estates Quarterly, summer, 1999.

California Trust & Estate Counselors LLP neither represents clients nor provides legal services.
Contact individual attorney members directly.

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This site was last updated on January 2, 2002

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