Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory PC, a preeminent, concierge 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.
Do you ever wonder:
- 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?
- What is Probate, and should I avoid it?
- 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?
- 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 are in the RIGHT place!
I look forward to learning how we can serve you.
Your Attorney for Life
The “Official” Bio
Jill Gregory began working in her own family’s business at a young age and is very familiar with the needs of families and small business owners, not just from a legal standpoint, but from a personal standpoint as well.
Jill focuses on highly personalized estate planning, probate and trust administration for individuals, families and small businesses. She’s been doing this work since 1996.
Jill began her practice with the estate planning department of a downtown San Francisco law firm and later with a boutique estate planning law firm in the Bay Area, working with one of the most innovative estate planners at that time. In that role, she worked closely with and created estate and business plans for affluent clients, including Napa Valley winery owners and Fortune 500 CEOs, officers and their families.
Jill later opened her own practice in 2001 and founded Jill Gregory PC, a California Professional Corporation.
In addition to meeting with clients in the Newport Beach and in Tahoe City offices, Jill is available to meet with clients in offices in Beverly Hills, La Jolla, Sacramento, and Walnut Creek, as well as at their homes and offices.
Jill currently serves clients in Orange County, Los Angeles, San Diego, La Jolla, El Dorado Hills, Sacramento, San Francisco – Bay Area, Marin County, Tahoe City and Truckee, as well as working with clients virtually throughout California (and around the globe with California based assets).
Jill advises and counsels clients regarding wills, revocable living trusts, durable power of attorney, guardianship nominations, California Advance Health Care Directives, family business entity planning, planning for non-citizen spouses, irrevocable trusts (including life insurance trusts, IRA trusts, and special needs trusts), probate, trust administration, asset protection planning as well as entity formation, LLC’s, S-Corps, business succession planning, intellectual property, copyrights, trademarks and business tax strategies. Jill’s experience includes in-house business and tax planning for a nationwide real estate investment group. She has particular expertise in planning for families with minor children and has a young child herself.
Jill was selected to serve as a California Superior Court pro-tem Judge.
Jill Gregory is licensed to practice law in the state of California. She graduated from Pepperdine University and Pepperdine University School of Law.