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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

PG&E Corporation, Forensic Accounting, 2001-2003

Pro Bono Activities

Family Law, 2004-Present

Individual Tax Preparation, 2000-Present

Ancilliary Businesses

Tax Preparation for Individuals