If you have not revisited your estate plan this year, ask yourself these 6 questions: 1. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? 2. Are your assets being tracked so that if anything happens to you, your family knows exactly how to access everything […]
ESTATE & BUSINESS PLANNING
“Caring, loving lawyer who takes great care
of your family. For life.”
Our Estate & Business Plans Create Peace of Mind that You, Your Loved Ones and Your Assets Will Be Protected
Welcome!
Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory PC, a boutique estate planning, probate and business law firm based out of Newport Beach, Orange County and Tahoe City. With over 20 years of experience working with clients throughout California in estate planning, trusts, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands working with us.
I look forward to learning how we can serve you and your family.
Jill Gregory,
Your Attorney for Life
Praise
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!
- Jessica
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.
- Gina
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 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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our services
Revocable Living Trusts
Revocable Living Trusts are an essential element in most estate plans. These living trusts, which are also known as revocable 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.
Wills
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 (formally known as Durable Power of Attorney for Health Care Decisions), 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.
Planning for Your Children
Planning for and protecting your young children is a priority in any plan we put in place. If you have young children, it is essential that your planning includes well thought out guardianship nominations. These essential decisions should not be left up to a Judge that has never met you or your children.
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.
Advanced Planning
An Irrevocable Life Insurance Trust may be used to pass on your life insurance benefits especially if there are concerns regarding estate taxes. An IRA Trust may be used to preserve and maximize the growth of the IRA.
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.
Business Planning
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.
Flat Fees
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.
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.
Complimentary Plan Review
We include a free review of any plan created with our office every three years to ensure your plan stays current.
Virtual Planning
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.
Meeting Locations
In addition to meeting at our beautiful Newport Beach and Tahoe City locations, we offer our clients the option to meet at a client's home or business (subject to approval).
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.
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