So many people think trusts are only for the wealth or super-wealthy. That’s not the case. There are a number of reasons why trusts can also be useful for middle-class families. Here are 7 of them: 1. Control distribution of assets. You wouldn’t hand over your car keys to a child who has had no proper preparation […]
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Learn How to Ensure Your Children Are Taken Care of by
People You Know, Love & Trust
In this straightforward (and free) guide you'll learn the 7 essential steps parents must take when naming a guardian. Learn how you can ensure that your children are taken care by people you love and in the way you want should the unthinkable happen - and why having a will is simply not enough!
Following the birth of our first daughter we asked Ms. Gregory to help us with our wills and trusts. She was helpful, knowledgeable and provided such insightful guidance, we subsequently utilized her services to incorporate our businesses.
She is personable, well-informed, experienced, and offers clients the ability to handle a variety of different legal services. Jill makes confusing legal matters manageable and easy to handle and we will continue to look to her to assist us with our needs in the future.
- Katja Dahl
I was so overwhelmed just thinking about doing our trust. Jill is so confident, kind and easy to talk to that the experience was easy and painless.
We are so happy that we hired her to take care of our family!
Caring, loving lawyer who takes great care of your family. For life.
- Alexis Neely
In setting up a living trust, I wanted to make sure that if anything happened to me or my husband, our kids would be covered. Dealing with family matters can be difficult, uncomfortable and emotional.
Jill is kind and very professional, making the whole process smooth. We never felt rushed in making our decisions.
When we need to make changes, I know Jill will be there.
Hi, I am Jill Gregory. I am an attorney, entrepreneur, mother, and am dedicated to designing and creating a plan that will give you the clarity, security and peace of mind of knowing that you, your children, your loved ones and your legacy will be protected and taken care of in the best way possible - and I have been doing this for 20 years.
We offer our clients the option to meet with us in one of our offices or to work with us virtually - as well as concierge legal services.
Revocable Living Trusts
Revocable Living Trusts are an essential element in most estate plans. These trusts can be instrumental in ensuring your assets avoid the cost and delay of probate (which can be very costly if you own real estate in California even with little equity), minimize or eliminate estate taxes, and ensure your spouse, your children and your loved ones will receive your wealth and be taken care of in the best way possible.
Protect Your Children
Planning for and protecting your young children with a Kids Protection Plan is a priority in any plan we put in place. If you have young children, it is essential that your planning goes beyond the typical guardianship nominations (which is where most attorneys stop). We have unique planning options to ensure that whether you pass away, become incapacitated, or even in a short-term emergency, your children will be taken care of by people you know, love and trust.
All estate plans should include a Will. If you have a revocable trust, your estate plan will likely include a "pour over will." If you do not have a trust, your Will will be the foundation of your estate plan.
Health Care Directives
California Advanced Health Care Directives, Living Wills and HIPAA Waivers are all essential planning documents to ensure that your wishes are followed and your health care decisions are made by those you trust.
Special Needs Trust
A Special Needs Trust may be put in place to ensure that a special needs beneficiary will not lose essential government aid in the event they inherit assets.
Irrevocable Life Insurance Trust
This may be used to pass on your life insurance benefits especially if there are concerns regarding estate taxes.
Pass on more than your financial wealth
We help you pass on far more than just your money - your Intellectual, Spiritual and Human assets. This is what true legacy is all about.
Unique Annual Plans
We’ve created unique recurring plans to keep your family plan up to date year in and year out.
Asset Protection Planing
We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. Customized combinations are layered depending on the needs of the client and as appropriate.
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We offer our clients the option of working with us virtually — via phone, email, and video conferencing. We work with you in a way that is convenient for YOU.
Concierge Legal Services
We offer concierge legal services for those clients desiring a high level of support and guidance with their estate and succession planning as well as business and real estate transactions.
Make an Appointment for a Family Wealth Planning Session and I’ll Include FREE Guardian Nominations for Your little Trick-or-Treaters! During the month of October, I’m going to give you a gift you can really “sink your teeth into!” Let me explain: You are busy. You may be preoccupied with work or kids or both! You have […]
People who are nearing the age of 65 should be making plans for the transition from private health care to Medicare. It is not a simple process or one that happens automatically. You have to initiate the enrollment process at a specific time or suffer a monetary penalty. It is important to understand that applying […]
PRESENTATIONS AND WORKSHOPS
Book Guest Speaker and Estate & Trust Attorney Jill Gregory for Your Mom’s Group and Get: The Straight Scoop on Legal Planning for Busy Moms. Legal planning doesn’t have to be difficult or expensive or even something hard to discuss. It can be super easy (and even fun) and with a 20-30 minute presentation to your mom’s group, Jill will be able to get the moms in your group the information … read more
Who Will Take Care of Your Kids if Something Happens to You? And Will They Be Cared For the Way You Want? It’s very likely that you are one of the 69% of parents who have not named legal guardians for your kids yet. Or maybe you have named legal guardians, but you’ve made one of the six common mistakes that almost every parent makes when naming guardians, even after they’ve worked with a lawyer. Do … read more
Most parents know they need to name legal guardians for their minor children, but they may not know how to go about it, or they may just never get around to it. Each participant in this complimentary workshop leaves with fully executed documents naming legal guardians for their minor children – plus a free gift. This workshop is perfect for fundraisers. Who … read more