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 […]
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 and I am very pleased to meet you. Have you ever asked yourself (or have you lain awake at night wondering):
How do I make sure my children are taken care of by people I know, love and trust?
Do I have the right agreements in place to make sure my medical wishes will be followed?
Do I need a trust - and what is a trust?
How can I ensure that my spouse, my children and my heirs will have access to our savings right away?
How can I reduce estate taxes? Will my spouse or children need to pay estate taxes?
What is Probate, and should I avoid it?
Can I name individuals to take care of my children and make their health care decisions if I am in a car accident?
How will the police know whom to call?
What else should I have in place?
Or, if you have ever wanted a trusted attorney to guide you each step of the way through the planning process and throughout your life …
you have come to the right place.
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 almost 20 years.
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.
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.
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.
Our recent family wealth planning articles
Heather McNanamy, like so many mothers, dreamed of the beautiful life her child would lead. Hopes for the future, for her daughter’s happiness, shone brightly from the day Brianna entered Heather’s life. In 2013, little Brianna was only a toddler, when her mother was diagnosed with cancer. The cancer progressed to terminal in 2014. Heather […]
We may not think about it often, but even celebrities take care of their aging parents. Actress, singer, and songwriter Queen Latifah plays an active role in caring for her mother, Rita Owens, who was diagnosed with heart failure more than 10 years ago. Owens learned of her condition when she passed out at work […]