Industry Focus: Estate Planning, Kids Protection Planning, Guardianship, Caring for Elders, Asset Protection, Special Needs Planning, Pet Trusts, Estate Tax Protection, Probate Process, Trust Administration
Licensed In: California, USAContact Now
Jill Gregory works with clients in offices throughout Southern California and Tahoe City. She understand the time constraints busy families face, so she offers her clients the option of working with her virtually — via phone, email, and video conferencing.
Jill is an estate and wealth planning attorney, a savvy online business attorney, an entrepreneur, and a mother. She has been doing this for almost 20 years.
Jill guides you to design, create and implement a plan for your future in alignment with your family values and your vision for the future - a plan that gives you the clarity, security and peace of mind of knowing that your loved ones will be protected and taken care of in the absolute best way possible.
Jill's mission is to inspire, empower and educate families to design and create plans from a place of certainty, clarity, and love - plans that will work when your loved ones need it most. Jill's vision is that your children, your grandchildren, and your loved ones will know what to do, will be taken care of in the absolute best way possible, and will have a trusted attorney to gently guide them if anything happens to you.
To learn more about working with Jill Gregory, or to schedule an appointment, go to www.jillgregorylaw.com
Jill Gregory has been designated by the Family Wealth Planning Institute as a Personal Family Lawyer®, a Family Business Lawyer™, and a Creative Business Lawyer™.
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 CEO's, officers and their families.
Jill later opened her own practice and founded Jill Gregory PC, a California Professional Corporation, with offices in Tahoe City and at Fashion Island in Newport Beach. Jill was raised in Newport Beach and Tahoe City, and she is thrilled to have law offices in both locations.
Jill has a broad range of experience including 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 is licensed to practice law in the state of California. She graduated from Pepperdine University and Pepperdine University School of Law, and served as a Superior Court Pro Tem Judge.
Here’s How Working with Jill Gregory Helps You
Design and Create a Plan for Your Family from a Place of Certainty, Clarity and Love:
I am an estate and wealth 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 over 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.