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 […]
Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory, PC, a preeminent, boutique estate and business planning law firm. With over 20 years of experience in estate planning, trusts, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands with our firm.
I look forward to learning how we can serve you.
Your Attorney for Life
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.
Until I met Jill Gregory, everything I knew about lawyers came from jokes. People who make those jokes clearly haven't met Jill Gregory. I avoided bringing anyone on to help me start my first business, but since going through LIFT (my legal, insurance, financial and tax systems) with Jill, I couldn't imagine my team without her.
She communicates her expertise in layman's terms, ensuring that I can follow along and then make the informed choice that is right for me. She is insightful and personable, taking an intimidating topic and making it accessible. She is invested in my success . . . offering thoughtful suggestions that resonate with what I'm striving to achieve in my business.
I'd recommend her in a heartbeat.
- Heather Mack
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How to Ensure Your Children
Are Taken Care of By People
Know, Love & Trust
In this guide you'll learn the 7 essential steps parents must take when naming a guardian. Learn how you can ensure 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!
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.
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 know and trust, rather than by hospital policies.
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.
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.
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 proactively ensure that your business has not only a solid legal foundation with the right legal structures and agreements in place, but on-going guidance throughout the life of your business.
Probate & Trust Administration
We guide our clients through the probate and trust administration process to ensure that the transfer of assets is as easy and painless as possible. You'll know that your loved ones will have loving guidance at a time when they need it most.
Unique Annual Plans
We’ve created unique recurring plans to keep your family plan up to date year in and year out. Your assets may change, your life may change, and we know that the law will change - ensure that your plan is current and will protect you, your loved ones and your assets when it is needed most.
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.
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.
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.
Due to the high number of client families that were highly recommended to work with our law firm, we expanded our practice and, in addition to meeting with clients at our Newport Beach and Tahoe City offices, we have made arrangements to meet with clients in offices throughout Northern and Southern California including San Francisco, Palo Alto, Sacramento, El Dorado Hills, Beverly Hills, Santa Monica, and La Jolla.
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.
Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate plan can ensure your decisions are always your choice, even if you cannot speak for yourself. Health care documents that […]
Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some people, this will be a considerable change with significant repercussions. But, because more changes to the tax code are anticipated, high-net-worth families should consider what this change could mean […]
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
Book Guest Speaker and Estate & Trust Attorney Jill Gregory for Your Ladies Get Together and Get: The 5 Essential Planning Documents Every Single Lady Should Have. Legal planning isn't only for families with children, or even married couples. One of the most overlooked areas of a single lady's life is frequently her legal life and estate planning. With this … read more