J.K. George, Partner

Practice Areas

Mr. George specializes in estate planning, trust and probate law, with emphasis on tax planning and administration of estates. His practice includes preparation of revocable and irrevocable trusts, planning and preparation of federal estate and gift tax returns, charitable planning, and the utilization of corporations, partnerships, and other entities as they relate to estate and tax planning.


  • Bachelor of Arts, Stanford University, 1965
  • Juris Doctor, University of San Francisco, 1969
  • Master of Laws in Taxation, New York University, 1973

Professional Organizations and Memberships

  • Regent of the American College of Trust and Estate Counsel and Chairman of the Practice Committee (ACTEC)
  • Certified Specialist in Estate Planning, Trust and Probate law, California State Bar, Board of Legal Specialization
  • Member, State and local Bar Associations; California Trust and Estate Counselors, LLP

Civic Organizations

  • Member, Rotary Club of Morro Bay. President 2005–2006
  • Board Member, Foundation for the Performing Arts Center
  • Former Board Member, Secretary and Vice President of San Luis Obispo Little Theatre; Foundation for the San Luis Obispo County Public Libraries; LifeSpan Foundation for Human Services
  • Central Coast Planned Giving Council, President, 1999-2000
  • Executive Committee of the State Bar of California Trusts & Estates Section, former legislative chair

Articles and 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

Speeches, Presentations and Awards

Mr. George has made numerous speeches and presentations including teaching Recent Developments in Estate Planning, Probate and Trust Law for the California Continuing Education of the Bar for more than ten years, and speaking before the American College of Trust and Estate Counsel. He has been named in Best Lawyers in America, 1996 to present, and in Southern California Super Lawyers, Top Attorneys in Southern California, 2009 to 2010.


  • French

Mr. George was born in Pomona, California in 1943 and currently resides in Morro Bay with his wife. He has two adult children.