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Gregory Andrew Broiles

Estate planning Attorney at San Jose, CA

3.2   11 reviews
  • Licensed for 20 years
    State CA
    Acquired 2003
    Status
    Disbarred Lawyer disciplined by state licensing authority in 2019

This lawyer was disciplined by a state licensing authority in 2019. See details

About Gregory

Learn Gregory’s areas of practice.

4
Practice areas
  1. Elder law
    25%

    20 years, 250 cases

  2. Estate planning
    25%

    20 years, 2,000 cases

  3. Probate
    25%

    20 years, 50 cases

  4. Trusts
    25%

    20 years, 750 cases

I grew up in Riverside, Californa and Pasadena, California. I went to law school in Eugene, Oregon and then moved to the San Francisco Bay Area in 1996. I now divide my time between San Jose and Chico.

Photos and videos

Location

Legacy Planning Law Group
1299 Del Mar Ave
Suite 100
San Jose, CA, 95128

Estate Planning lawyers nearby

Reviews

3.2 / 5.0
  11 customer reviews
5 Star
 
55%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
45%
Posted by Timothy | September 5, 2014
My Lawyer: Gregory A. Broiles
I first worked with Greg Broiles when my sister pasted away 7 years ago. My sister had no will or trust set up. Greg while being compassionate and understanding of my situation was also professional and handled the case quickly without having to go to probate. I have since gone back to Greg for other matters and he has always handled them with the utmost professionalism.
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Posted by Camille | August 20, 2014
Trust/Will
I went to Greg Broils to amended my Trust and I was very happy with him. He answered all my questions and was very patient with me and never once did he rush me like some attorney do. I already recommend him to several people. He has a great and courteous staff and a knowledgeable Paralegal who works hand and hand.
Posted by Erin | August 19, 2014
Will and Trust Services
Mr. Broiles helped my wife and I draft a living trust and a will. He was extremely helpful in explaining the process, and he made sure we understood each phase before moving on to the next. He has remained available to us even after the fact, to answer questions and address any concerns we may have. We couldn't be more pleased with the level of service and professionalism we received from Mr. Broiles and staff at Legacy Planning Law Group.
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Posted by anonymous | April 17, 2014
Estate planning, applying for medicaid
Mr. Broiles assisted us with establishing a trust, POA, and applying for Medicaid benefits. He is very knowledgeable about the laws in California and provided sound legal advice. Due to my mother's inability to travel, his assistant traveled to her location in order for her to sign documents. Although we do not know the outcome of his efforts (we are still waiting for the Medicaid determination), he seems to be very trustworthy and honest, and has shown a great deal of respect and sympathy for my mother's situation.
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Posted by Sandra | April 15, 2014
Greg is a Great attorney
Greg is a cut above the rest as far as Probate attorneys go. He listens,sympathizes and genuinly wants to help you. He is not one of these lawyers who wants huge money up front and is reasonable in his billing.He is a nice person, who will do his absolute best for you and your case!
Posted by Shirley | April 10, 2014
Medical appeal
Mr. Broilers represented me in an appeal for a medical application for my husband. He was very knowledgeable of the medical regulations. I found him to be very patient in explaining the process to me. I was very pleased with his attentativeness in getting the matter resolved. I would highly recommend him.
Posted by Kevin | January 27, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Incompetent and non-responsive
Hired to handle an Estate Trust and we have tried to contact him for over two months via phone calls and emails. He has not replied to any of our requests for communication. Last time I contacted his office I gave them a deadline to return our messages or I would be filing complaints with the BBB and the California State bar. Still no response.
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Posted by David | January 27, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Where my Lawyer???
Started trying to close out my parents trust last year. First with a ParaLegal only to find she left the firm mid stream. Received email from Gregory on 11/4/2016. Have called numerous times and sent all kinds of email. I have not been able to talk to him since November now it is end of January. I just want to finish closing my mothers estate!! Totally unprofessional.
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Posted by Donna Peasley | January 26, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Very Disappointed!!
This is part of my 70th email to Greg Broile: What is wrong with you? What is it going to take to get you to respond to our emails and/or phone calls? Why are you ignoring us? My mother passed away in March 2016, with a Trust that is filed with this attorney. She didn't have any assets (real estate, auto, etc), only money in the bank. This guy won't return our calls or emails!
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Posted by anonymous | June 13, 2015
NOT PLEASED!!!
Attorney Greg Broiles has only one quality as manager of the partner ship and that is the ability to bill money for talking to his clients and get very little done. Our company will pay for much talk and reading and very little work done.
Posted by Jan | June 12, 2015
He is a procrastinator who does not do his job
We hired Greg on January 6th to get us a court date today 6/12/2015 we do not have a court date and we fired him. I would advise anyone who wants work done in a timely fashion NOT TO USE HIS SERVICES! I am friends with someone who knows him well who told me recently FIRE HIM he is a procrastinator.
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Cost

Rates
  • Hourly Rates $ 360-360 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 1.0 (Extreme Caution)

Professional misconduct

This lawyer was disciplined by a state licensing authority in 2019.

Disbarment issued in CA, 2019
updated on 01/22/2020

Disbarment is the most serious penalty for a lawyer. If this attorney is currently practicing law, you should contact the California State Bar to understand the reasons for disbarment.

Discipline with Actual Suspension issued in CA, 2018
updated on 05/07/2018

This sanction means the attorney lost his or her license to practice law for a period of time. The attorney typically returns to practicing law when the suspension expires.

Work Experience

  • Managing Attorney
  • Legacy Planning Law Group
  • 2005 - Present
  • Attorney
  • Law Office of Gregory A. Broiles
  • 2003 - 2005
  • Tax Compliance Manager
  • Shumaker Tax Consultants
  • 2002 - 2005
  • Vice President
  • Signet Assurance LLC
  • 1998 - 2001
View all work experience

Education

  • Golden Gate University School of Law
  • LL.M - Master of Laws
  • 2005
  • University of Oregon School of Law
  • JD
  • 1996
  • University of Redlands
  • BA
  • 1991

Sample of Legal Cases

  • Eduardo I. Jimenez & Sara M. Flores v. COMMISSIONER OF INTERNAL REVENUE
  • Stipulated decision for petitioners - no tax due, no penalties.
  • Draxis Health v. Yahoo! Inc.
  • Subpoena quashed; client's name was not revealed. Plaintiff's request to appellate court for a writ of mandate was denied.

Associations

  • WealthCounsel
  • Member
  • 2005 - Present
  • American Bar Association
  • Member
  • 2003 - Present
  • State Bar of California
  • Attorney
  • 2003 - Present
  • US District Court, Northern District of California
  • Admitted
  • 2003 - Present
  • US Circuit Court of Appeals, Ninth Circuit
  • Admitted
  • 2003 - Present
  • United States Tax Court
  • Admitted
  • 2003 - Present
View all associations

Languages Spoken

  • English

Honors and Awards

  • Certified Specialist - Estate Planning, Trust & Probate
  • California Board of Legal Specialization
  • 2010

Publications

Speaking Engagements

  • Bitcoin 2013 San Jose
  • Nuts & Bolts of Bitcoin Taxation
  • 2013
  • Seminar
  • Estate Planning Basics
  • 2012
  • presentation
  • What's New in Estate Planning
  • 2009
  • Presentation
  • Planning For Your Long Term Care
  • 2007
  • Meeting
  • Planning for Long Term Care
  • 2007
  • presentation
  • IRA Trust Seminar
  • 2006
View all speaking engagements

Attorney endorsements

Received (12)
Given (23)
Endorse Gregory
Probate Attorney | Sep 14
Relationship: Other
"I endorse this lawyer."
Unknown Attorney | Jul 19
Relationship: Fellow lawyer in community
"I endorse this lawyer. Gregory is a sharp witted, outside-the-box thinker who brings these attributes to the table for his clients' benefit."
Estate planning Attorney | Jul 19
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have known Greg and have worked with him for more than 15 years and have found Greg professionalism and knowledge of the law to be exemplary."
Probate Attorney | Jul 14
Relationship: Opposing Counsel on matter
"I endorse this lawyer. Mr. Broiles is an effective advocate in Probate matters."
Estate planning Attorney | Jun 27
Relationship: Fellow lawyer in community
"I endorse this lawyer. Mr. Broiles answers to the public's questions are on point and I almost always agree with them. He is a credit to our profession."
Elder law Attorney | Jun 10
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | May 28
Relationship: Opposing Counsel on matter
"Greg impressed me as being a well-informed and highly capable advocate for his client. Although a very tough opponent, I enjoyed working with him."
Unknown Attorney | May 23
Relationship: Fellow lawyer in community
"I endorse this lawyer. Mr. Broiles is a zealous advocate for the rights and interests of his clients."
Elder law Attorney | May 14
Relationship: Fellow lawyer in community
"A truly excellent attorney well respected in the legal community. I wholeheartedly recommend him to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of his clients and getting them the most favorable result possible."
Estate planning Attorney | May 05
Relationship: Fellow lawyer in community
"Mr. Broiles is relatively new to Avvo but he is not a new attorney. In fact, he has an advanced degree in taxation. His down-to-earth answers are a joy to read. If you want expert, practical advice in the area of elder law, estate planning, or taxation...Mr. Broiles should be on your list of go-to attorneys."
Estate planning Attorney | May 03
Relationship: Fellow lawyer in community
"I endorse this lawyer. Attorney Broiles is an oustanding attorney with an exceptional reputation. I highly recommend his legal services."
Unknown Attorney | Apr 23
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
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San Jose Estate planning Lawyer Gregory Andrew Broiles
Gregory Andrew Broiles
Estate planning Attorney
San Jose, CA
This lawyer was disciplined by a state licensing authority in 2019. See details