Jeffrey Hall is a tax and estate planning attorney in Benicia, CA.
He protects wealth through estate and charitable tax planning. Primarily, Mr.
Hall’s practice specializes in estate planning for retirees and those who are
preparing to retire. He prepares wills, revocable living trusts, durable powers
of attorney, and Supplemental Needs Trusts. He consults in the area of
Medi-Cal, Medicare, and Planning for Disability. Mr. Hall’s practice also
includes Asset Protection involving the formation of corporate and LLC entities
to protect personal wealth and limit litigation risk.
Mr. Hall received a B.S.
from Saint Mary’s College of California, an M.B.A. in Accounting and Taxation from
the Ageno College of Business at Golden Gate
University in San Francisco and a J.D. from JFKU School of Law.
In addition, he holds a California Certified Public Accountant (CPA) license
with over twenty years experience in law, tax, accounting, and consulting. He
is an active member of the National Academy of Elder Law Attorneys and the
Trusts and Estates Section of The State Bar of California.
Areas of Practice
Business Entities and Succession Planning FLP & LLC Planning Gift and Estate Tax Planning Planning for Affluent Families Wills & Trusts Asset Protection Planning
Bar Admissions
California Supreme Court, 2003 U.S. Court of Appeals 9th Circuit U.S. District Court Central District of California, 2003
Education
John F. Kennedy University School of Law, Pleasant Hill, CA J.D. Honors: Am Jur Constitutional Law and Remedies
Golden Gate University, San Francisco, CA 1987 M.B.A. Honors: Cum Laude Major: Accounting and Taxation
St. Mary's College of California, Moraga, CA, 1981 B.S. Honors: Cum Laude Major: Economics
Professional Associations and Memberships
State Bar of California, Trusts and Estates Section, 2003-Present Member
California Society of CPA's, 2001-Present Member
National Academy of Elder Law Attorneys Members
Past Employment Positions
Law Offices of Jeffrey S. Hall, Attorney, 2004-Present