Jeffrey Hall is a tax and estate planning attorney in Pleasant Hill, CA. He has offices conveniently located in Pleasant Hill. 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, tax planning, trust & estate administration, probate practice, minor and adult guardianships/conservatorships, estate and trust litigation, asset protection planning, and business succession planning. Mr. Hall’s has experience in the preparation of estate and gift tax returns, special needs trusts, qualified domestic trusts, and intentionally defective grantor trusts. 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 College of Law. In addition, he holds a California Certified Public Accountant (CPA) license with over twenty years of 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. Mr. Hall is actively engaged in providing pro bono legal services (free legal aid) to our military, elderly, and to those of low-income.
Prior to law school, Mr. Hall volunteered for service with the United States Air Force in 1981 and served 7 years of commissioned service and two years as an Airman E-3 at Vandenberg Air Force base in California and then Vance Air Force Base in Oklahoma. He later transferred into the USCG as a commissioned officer and served with distinction on board the High Endurance Cutter, USCGC Sherman (Alameda, CA), for three years and subsequently with the Joint Force—Naval Coastal Warfare Unit One-Eleven (Alameda, CA) with four tours to South Korea. Thereafter, Mr. Hall was assigned to the USCG JAG unit in Alameda, CA and later in Seattle, WA where he held the Senior Reserve Officer position (aka, Reserve Commanding Officer) for all USCG JAG attorneys in the U.S. from 2011 through 2014. Mr. Hall retired from the USCG as a Commander after serving 25 years.
Practice areas
18 years
18 years
18 years
10 years
Medi-Cal Planning both Crisis and Pre-Crisis planning including Medi-Cal application preparation and filing.
18 years
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
CA | Active | 2003 | 10/27/2020 |
Legal answers | 68 |
Legal guides | 0 |
Award name | Grantor | Date granted |
---|---|---|
Super Lawyer | SuperLawyers | 2019 |
Attorney Hero Award | AIDS Legal Referral Panel | 2017 |
Top 10% Estate Planning, Wills, and Trusts | Lawyers of Distinction | 2017 |
Top Attorneys of North America | Who's Who Legal | 2017 |
Lead Counsel | Thomson Reuters | 2015 |
Title | Company name | Duration |
---|---|---|
Attorney | Law Office of Jeffrey Hall, Inc. | 2003 - Present |
JAG Attorney / Deputy Commander of Legal Assistance | The California State Guard | 2019 - 2019 |
JAG Attorney (reserve) | United States Coast Guard -- Seattle, WA | 2014 - 2016 |
JAG Attorney (reserve) | United States Coast Guard -- Alameda, CA | 2011 - 2014 |
Attorney | Law Office of Gizzi and Reep, LLP | 2006 - 2017 |
Forensic Investigator | PG&E Corporation | 2001 - 2003 |
---|---|---|
CPA / Assistant Controller | Kaiser Foundation Hospitals | 1991 - 2001 |
Senior Tax Accountant / CPA | Arthur Anderson & Co. | 1987 - 1991 |
Association name | Position name | Duration |
---|---|---|
United States Court of Appeals for Veterans Claims | Member | 2018 - Present |
United States Court of Appeals for the Armed Forces | Member | 2013 - Present |
Navy League of America | Board of Directors | 2012 - Present |
Association of Military Lawyers | JAG Attorney | 2011 - Present |
National Association of Elder Law Attorneys (California chapter) | Member | 2009 - Present |
California Association of Nursing Home Advocates | Member | 2009 - Present |
---|---|---|
Academy of Elder Law Attorneys | Member | 2005 - Present |
State Bar of California, Trusts and Estates Section | Member | 2003 - Present |
Contra Costa County Bar Association | Member | 2003 - Present |
California Society of CPAs | Member | 1998 - Present |
Publication name | Title | Date |
---|---|---|
The Catholic Voice | What Happens If You Die Without a Will | 2017 |
Community Focus Magazine | Your Estate may Contain an Unnecessary Bypass Trust | 2017 |
Community Focus Magazine | Know Your Options | 2017 |
Community Focus Magazine | Joint Ownership or a Trust? | 2017 |
Community Focus Magazine | An Overview of the TOD Deed | 2017 |
Community Focus Magazine | Five Rights of Trust Beneficiaries | 2017 |
---|---|---|
Community Focus Magazine | Essentials of the Power of Attorney | 2017 |
The Catholic Voice | Why Your College-Age Children Need An Estate Plan | 2016 |
Community Focus Magazine | Essential Estate Planning Documents | 2016 |
Benicia Herald-Times | The Benefits of the IRC 1031 Exchange | 2007 |
School name | Degree | Graduated |
---|---|---|
Golden Gate University | CPA | 2001 |
John F. Kennedy University College of Law | JD - Juris Doctor | 1996 |
Golden Gate University | MBA - Master of Business Administration | 1987 |
Saint Mary's College of California | BS - Bachelor of Science | 1981 |
Conference name | Title | Date |
---|---|---|
The Top 10 Estate Planning Mistakes | Estate Planning | 2014 |
Piercing the Corporate Vail | Corporations | 2014 |
Uniform Services Employment and Reemployment Act | Military Law | 2013 |
Marines and Navy Afghanistan Deployment Presentation -- Navy Reserve Center Alameda, CA | Last Will and Testament & DPOA & AHCD | 2011 |
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Fri Mar 15 2019
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Thu Jul 14 2016
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Thu May 19 2016
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Thu Nov 05 2015
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Thu Nov 05 2015
Matthew Talbot, Estate planning Attorney on Aug 7, 2019
Relationship: Fellow lawyer in community
I endorse this lawyer.
Matthew Mraule, Estate planning Attorney on Feb 19, 2019
Relationship: Worked together on matter
In the world of estate planning, one size doesn't fit all. With Jeff Hall, you get an attorney that evaluates your specific situation and an estate plan tailored to your needs.
Michael Rinne, Estate planning Attorney on Feb 15, 2019
Relationship: Fellow lawyer in community
I have worked with Jeffrey on Estate Planning cases and have high regard for his expert knowledge in the area. Jeffrey knows the ins and outs of revocable and irrevocable trusts form his many years of practice in this area.
Geri Kahn, Estate planning Attorney on Nov 12, 2015
Relationship: Fellow lawyer in community
Although I have not worked directly with Jeffrey, he has an excellent reputation in the Solano County legal community for his estates and trust practice.
Edward Taylor, Estate planning Attorney on Nov 10, 2015
Relationship: Co-worker
Attorney Jeffery Hall and I worked out of the same California Parole Advocacy Office in Dublin California for 8 years. We handled thousands of cases from interview to full hearing. We saw each other regularly and even worked with some of the same clients. Jeffery Hall was very professional. He always seemed prepared and was pleasant and personable. We had our own client's in addition to CALPAP cases. I understand Jeff was doing a lot of estate planning and probate matters.
I endorse this lawyer.
Eric Gullotta, Estate planning Attorney on Oct 28, 2015
Relationship: Fellow lawyer in community
Jeff is thorough, efficient and extremely knowledgeable in estate planning. As a CPA and attorney, Jeff has always impressed me with his ability to avoid or reduce hidden tax traps that most attorneys miss. Furthermore, he has a pleasant personality which (unfortunately) is lost on most estate planners. I endorse this lawyer.