Here’s what working with Jill Gregory, your La Jolla Personal Family Wealth Attorney, is all about.
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?
- 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 …
…I am so happy to tell you that you are in the RIGHT place!
Here’s How Working with Jill Gregory, a La Jolla / San Diego Estate Planning Attorney Helps You
Design and Create a Plan for Your Family from a Place of
Certainty, Clarity and Love
I am an estate planning attorney, a savvy online business attorney, an entrepreneur, and a mother.
I guide you step by step to ensure you have the right plan and supporting documents in place.
I have been doing this for almost 20 years.
I do things drastically different than most estate planning attorneys.
What makes working with me and this firm different is that this I built this law firm with the needs of growing families in mind.
I understand you are BUSY, you are growing, you are planning for a lifetime of prosperity and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most.
That is our focus as well. I get to know you and your family, as well as your long-term visions and goals.
If you like what I have to say, subscribe to my newsletter now:
[do_widget “Genesis – eNews Extended”]
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 and founded Jill Gregory PC, a California Professional Corporation, based in Tahoe City, California. Jill added an office at Fashion Island in Newport Beach and also meets with clients in offices in La Jolla and Beverly Hills.
Jill has lived in San Diego, Newport Beach and Tahoe City, and her goal was to be able to meet with and serve clients in all 3 beautiful locations. She is so happy that she was able to make this possible and looks forward to meeting you at one of these locations.
Jill has a broad range of experience including probate, trust administration, wills, revocable living trusts, family business entity planning, planning for non-citizen spouses, and irrevocable trusts including life insurance trusts and special needs trusts, as well as entity formation, business succession planning, employment, intellectual property and business tax strategies. She has particular expertise in planning for families with minor children and has a young child herself. Jill is the only local attorney in Tahoe City to offer Kids Protection Plans®.
Jill Gregory has been designated by the Family Wealth Planning Institute as a Personal Family Lawyer®, Creative Business Lawyer™ and Family Business Lawyer™.
Jill Gregory is licensed to practice law in the state of California. She graduated from Pepperdine University and Pepperdine University School of Law, and has served as a Pro Tem Judge with the Placer County Superior Court.