$ 360-360 per hour
Gregory Andrew Broiles
About Gregory
Biography
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.
Practice Areas
4
Practice Areas
Elder Law
25%
22 years | 250 cases
Estate Planning
25%
22 years | 2,000 cases
Probate
25%
22 years | 50 cases
Trusts
25%
22 years | 750 cases
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 22 years
State: California
Acquired: 2003
Lawyer disciplined by state licensing authority in 2019
Location
Legacy Planning Law Group
1299 Del Mar Ave, Suite 100, San Jose, CA, 95128
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Gregory Andrew Broiles's Reviews
Avvo Review Score
11 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | General Knowledge
Posted by anonymous | April 17, 2014 | Estate Planning
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. Alth...
Gregory Andrew Broiles's Lawyer Endorsements
"I endorse this lawyer."
"I endorse this lawyer. Gregory is a sharp witted, outside-the-box thinker who brings these attributes to the table for his clients' benefit."
"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."
"I endorse this lawyer. Mr. Broiles is an effective advocate in Probate matters."
"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."
"I endorse this lawyer."
"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."
"I endorse this lawyer. Mr. Broiles is a zealous advocate for the rights and interests of his clients."
"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."
"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."
"I endorse this lawyer. Attorney Broiles is an oustanding attorney with an exceptional reputation. I highly recommend his legal services."
"Top-notch attorney. Highly respected in the legal community."
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Experience
Professional misconduct
This lawyer was disciplined by a state licensing authority in 2019.
Disbarment issued in CA, 2019
updated on 01/22/2020Disbarment 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 05/07/2018This 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.
Honors
2010
Certified Specialist - Estate Planning, Trust & Probate, California Board of Legal Specialization
Work Experience
2005 - Present
Managing Attorney, Legacy Planning Law Group
2003 - 2005
Attorney, Law Office of Gregory A. Broiles
2002 - 2005
Tax Compliance Manager, Shumaker Tax Consultants
1998 - 2001
Vice President, Signet Assurance LLC
Associations
2005 - Present
WealthCounselMember
2003 - Present
American Bar AssociationMember
2003 - Present
State Bar of CaliforniaAttorney
2003 - Present
US District Court, Northern District of CaliforniaAdmitted
2003 - Present
US Circuit Court of Appeals, Ninth CircuitAdmitted
2003 - Present
United States Tax CourtAdmitted
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.
Education
2005
Golden Gate University School of Law
LL.M - Master of Laws
1996
University of Oregon School of Law
JD
1991
University of Redlands
BA
Speaking Engagements
2013
Bitcoin 2013 San Jose
Nuts & Bolts of Bitcoin Taxation
2012
Seminar
Estate Planning Basics
2009
presentation
What's New in Estate Planning
2007
Presentation
Planning For Your Long Term Care
2007
Meeting
Planning for Long Term Care
2006
presentation
IRA Trust Seminar
2001
Mac-Crypto Conference on Macintosh Cryptography and Internet Commerce
Crypto Law and the Mac Developer
1998
Mac Crypto 98
Export Controls & Crypto Software
1997
Publications
2014
trade paperback
Understanding Your California Estate Plan
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Are Trust Fees considered as self employment income by the IRS?
02 Aug 2014
Q&A
Is it possible to refinance home in an irrevocable trust?
08 Jul 2014
Q&A
How can we find a lawyer that does pro bono work in probate?
24 Jun 2014