- Divorce
- Premarital AgreementWe assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.
- GuardianshipYour children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.
- Theft
- Business DisputesJill was raised in Tahoe City and Corona del Mar. When she decided to open her own practice where she could focus on creating plans that would keep her clients’ families out of court and out of conflict, and bring back that personal family lawyer relationship, Jill returned to her hometown and opened an estate planning, probate and business law firm in Tahoe City. Her practice grew primarily through referrals from clients, tax advisors, and financial planners to serve clients in Sacramento and the San Francisco Bay Area. In 2014, Jill opened an estate planning, probate and business law firm in Newport Beach. Jill continues to serve clients throughout California virtually and in-person.
- Limited Liability Companies
- Sexual HarassmentDivorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they are immune.
- Auto Accidents
- Estate PlanningBefore Your Kids Leave for College, Make Sure They Sign These Legal Documents - Estate Planning Attorney Newport Beach & Tahoe City
- WillsWhen lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that your will and trusts documents do not end up reflecting what your family really wants to happen. In addition, usually there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most.
- TrustsWhen someone creates a trust as part of their estate plan, they must name a trustee to ensure the trust’s terms are handled properly. These individuals must carry out all of the trust’s instructions, and they’re legally responsible for doing so within the scope of federal and state law. Such duties are known as trust administration.
- Power of AttorneyMedical power of attorney allows your child to name an agent (like you), who has the power to make healthcare decisions for them if they’re incapacitated and cannot make such decisions for themselves. For example, this authority allows you to make medical decisions if your child is knocked unconscious in a car accident or falls into a coma due to an illness. In California, this document is knows as an Advance Health Care Directive.
- Probate
- Tax LawThis is known as the estate tax, sometimes called the inheritance tax or death tax. The best way to protect your assets and your family’s future from excessive taxation is to hire an attorney who specializes in estate tax planning. Jill Gregory is an experienced estate tax planning lawyer and can help you reduce—if not entirely avoid—the federal estate tax burden.