Jeffrey Hall

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Pleasant Hill, CA

Law Office of Jeffrey Hall, PC
 | 3478 Buskirk Ave, Suite 1000
Pleasant Hill, CA 94523
Phone: 925-230-9002
Fax: 925-746-7101
Selected To Super Lawyers: 2019 - 2020
Licensed Since: 2003
Practice Areas:
  • Estate Planning & Probate (50%),
  • Elder Law (30%),
  • Tax: Business (10%),
  • Estate & Trust Litigation (10%)
    Attorney Profile

    The founder of his own law firm, Jeffery Hall focuses his practice primarily on estate planning and administration, and his experience extends to income and estate tax planning as well. Located in Pleasant Hill, California, he represents clients throughout Contra Costa County and other parts of the San Francisco Bay Area. Mr. Hall is admitted to practice before all California state courts, and he has received an "Excellent" peer review rating through Avvo for the superior quality of his work and his high degree of ethics.

    Mr. Hall's estate planning practice is designed to preserve and protect the assets of his clients, and to that end, he prepares and reviews wills, revocable and irrevocable trusts, advance medical directives, and financial and health care powers of attorney. He also assists business owners in planning for their succession in the event of their retirement, incapacity or death. Mr. Hall's experience also includes the preparation of federal gift and estate tax returns, and he guides fiduciaries and beneficiaries through the estate administration process.

    As an undergraduate, Mr. Hall attended Saint Mary's College of California, where he majored in economics and received a Bachelor of Science in 1981. He then joined the U.S. Air Force and spent several years at bases in California and Oklahoma. Mr. Hall's military service also includes his tenure with the U.S. Coast Guard, first as a commissioned officer and later as a senior officer with the U.S. Coast Guard Judge Advocate General's Corps. Prior to attending law school, Mr. Hall obtained a Master of Business Administration from Golden Gate University's Edward S. Ageno School of Business. His legal education was obtained at John F. Kennedy University’s College of Law, and he was awarded his Juris Doctor in 1996. n 2019, Mr. Hall published his first book entitled "Traditional Estate Planning is Finished," which can be purchased on Amzaon.com and Barnes & Noble.

     
    Practice Areas
    • 50%Estate Planning & Probate
    • 30%Elder Law
    • 10%Tax: Business
    • 10%Estate & Trust Litigation
    Focus Areas

    Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

    Selections

    Selected to Super Lawyers for 2 yearsbottom-image

    Super Lawyers: 2019 - 2020

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    About Jeffrey Hall

    Admitted: 2003, California

    Professional Webpage: http://www.halllawgroup.com

    Honors/Awards:

    • Am Jur Remedies and Constitutional Law
    • Attorney Jeffrey Hall provides services to our young military personal from 2011 through 2016 while servings the U.S.C.G. JAG Commending Officer in Alameda, CA and Seattle, WA. Atty Jeffrey Hall retired from the U.S.C.G. JAG (reserve) program as Commander after servicing 25 years of service assisting our Marines, Army, Airman, and Coastguardsman’s with deployments briefs and assisting their young families with preparation of Last Will and Testaments and Special Durable power of Attorney.To follow is the exact wording for the recognition Commander/Attorney Jeffrey Hall received from the Vice Commandant of the U.S. Coast Guard in receiving the U.S.C.G. Commendation Medal: "Commander HALL is cited cited for his outstanding achievement while serving as the Deputy Senior Reserve Officer at Legal Service Command (LSC) from July 2011 to September 2014 and the Senior Reserve Judge Advocate at the Thirteenth Coast Guard District(D1) from October 2014 to June 2106. Demonstrating exceptional legal acumen, he provided legal assistance services to nearly 300 Coast Guard and Department of Defense (DOD) personal ranging from estate planning to home foreclosures. Of particular note, he assisted 35 DOD personnel and their dependents on the eve of a deployment in Afghanistan, greatly enhancing their unit’s mission readiness. He was instrumental in the successful expansion of the newly formed Reserve Legal Program through the Coast Guard to include leading the seamless effectiveness. Furthermore, his leadership and expertise were invaluable in laying the foundation for the D13 Reserve Judge Advocate General program (RJAG) team. Under his guidance RJAG officers worked alongside D13’s staff attorneys to craft ethics opinions, prepare for court-martial proceedings, and accomplish legal research and writing helping provide necessary legal support to D13 staff and subordinate Commanders in order to accomplish mission objectives and meet operational goals. Commander HALL’s dedication, judgement, and devotion to duty are most heartily commended and are in keeping with the highest traditions of the United States Coast Guards.//s// Rear Admiral R.T. Gromlich, U.S.C.G., 2016, U.S. Coast Guard Commendation Medal for Superior Service, Vice Admiral R.T. Gromlich, Senior JAG Officer (D13), 2016
    • Attorney Jeffrey Hall "who generously donated time and expertise to help protect the legal rights of San Francisco Bay Area residents living with HIV/AIDS. ALRP recognizes attorney Jeffrey Hall for his "Ten Years of Service.", "Hero" Award for 10 years of Dedicated Service , The San Francisco Aids Legal Referral Panel, 2017
    • Received the "Hero Award" for exemplary service who generously donated time and expertise to help protect the legal rights of San Francisco Bay Area residents living with HIV/Aids.  Ten years of service., Hero Award, The AIDS Legal Referral Panel of San Francisco, 2017
    • Commendation for service in the Armed Forces of the United States of America.                                                Commander                                           Jeffrey S. Hall, Esq.I extend to you my personal thanks and the sincere appreciation of a grateful nation for your contribution of honorable service to our country. You have helped maintain the security of the nation during a critical time in its history with a devotion to duty and a spirit of sacrifice in keeping with the proud traditions of military service. Your commitment and dedication have been an inspiration for those who will follow in your footsteps, and for all Americans who join me today in saluting you for a job extremely “well done” the past thirty-three years of military service. My best wishes to you for happiness and success in the future.//s// Barack ObamaCommander in ChiefPresident of the United States of AmericaDated June 30, 2016, Commendation Award for Years of Service, President of the United States of America, Barack Obama, 2016

    Special Licenses/Certifications:

    • California Certified Public Accountant license, 2001
    • Received the JAG-Judge Advocate General certification while serving in the USCG JAG Legal Service Commend in Alameda, CA from 2011 through 2014., 2014

    Bar/Professional Activity:

    • Active member of the Contra Costa Bar Association Modest-Means program., 2010
    • Active member of the California Association of Nursing Home Advocates (CANHR). , 2007
    • National Association of Elder Lawyer Attorneys (NEALA)--active member, 2016

    Pro bono/Community Service:

    • Attorney Hall provides free estate planning for the elderly, specifically drafting of Wills, a Durable Powers of Attorney, and Advanced Health Care Directives for those elderly who don’t have the resources to hire an attorney. These free services are provided at assisted-living and long-term care facilities throughout Contra Costa County having served hundreds of elderly citizens., 2009
    • Received recognition from the Contra Costa Bar Association for legal assistance provided through the Modest-Means program where Attorney Hall was able to file for a Conservatorship and Substituted Judgment that saved the family approximately $150,000 in Medi-Cal recovery. The result was a tremendous benefit to the surviving heirs., 2013
    • Provides legal services to the San Francisco AIDS Referral Panel for the past 11 years in area of law such as conservatoreshps, Will preparation, Will contest, trust amdinistration, trust litigation for men and women who often suffer from HIV/AIDS.  Received the Hero-Award for 10 years of execellent dedicated service to the San Francisco AIDS referral Panel., 2007
    • Lawyer-in-the-Library assisting elderly and low-income citizens with legal matters such as home foreclosure, landlord/tenant disputes, breach of contact matters, and various criminal law matters., 2017
    • Navy League of America:  Board of Director, 2009

    Scholarly Lectures/Writings:

    •   Attorney Hall is a frequent author of numerous articles on subject matter such estate planning, trusts, wills, guardianships, conservatorship, and trust-litigation. He authors articles on a monthly basis and is published in the East Bat Times (San Francisco/Oakland, CA), The Catholic Voice (Alameda County), Our community Focus Magazine (East Bay, CA), and Central Valley Real Estate Newspaper (owned by Our Community Focus Newspaper (Pleasant Hill, CA)., Author, Various Subjects of Estate Planning, Estate Planning, 205
    • Presented many of the chapters of my newly published book:  Traditional Estate Planning is Finished., Speaker, Traditonal Estate Planning is Finished, Published new book--Traditional Estate Planning is Finished, Estate Planning Attorneys, Managed Care Practitioners, 2020
    • Provided latest news and status of law regarding Medi-Cal and the process of paying for Long-Term Care., Speaker, Elder Law and How to Pay for Long-Term Care, Medi-Cal Law, Estate Planning Attorneys, Managed Care Practitioners, 2019

    Verdicts/Settlements:

    • Not applicable.

    Transactions:

    • Not applicable.
    • Prepared and filed for Conservatorship of elderly woman who was comatose and was on the verge of losing her hone to a Medi-Cal recovery claim. Family came to me for help. Filed and obtained a successful conservatorship that allowed for me to then Petition for a "Substituted Judgement" that allowed my to move the residence out of the name of the elderly woman and into the names of the adult children saving a low income family from losing their home. This was performed through Contra Costa Bar Association Modest means program.  , 2012

    Representative Clients:

    • Excellent review by Denise , via Avvo I was uncertain what to do with my father's house and bank accounts after his death. Although he had a Living Trust and Will, I wasn't sure how involved the courts needed to be before I distributed funds to my sister. He asked me questions and gave me best and worse case scenarios so that I could make the best legal decision for my family., 2018
    • Excellent review by Brittany Nicole, via Google This man is REMARKABLE! I called for advise and not only did he guide me... He spent almost an hour on the phone with me and never mentioned money! Talk about class! Highly recommended., 2017
    • Excellent review by Loubertha Thomas, via Avvo I am pleased with the professionalism in which Jeff handled my case. My case was very challenging but he worked it out and came to a positive resolution., 2016
    • Excellent review by Robin Shadwick, via Google Jeff was so very helpful during a very difficult time for us.Appreciate him answering all our questions and making the probate process effortless on our end.Also now receive a monthly newsletter that is very informative., 2017
    • Excellent review by Timothy Shannon, via Google I contacted Mr. Hall to obtain guidance on securing my Father In Laws estate as he only had a simple Will and Mr. Hall put together a complete package handling all aspects, not only taking care of the Estate through a Trust but also incorporating Health Care Directive, "pour over" Will, Power of Attorney etc. No detail was left unattended and my Father in Law was beyond happy with Mr. Hall's professionalism and kindness showed during the entire process.I would highly recommend Mr. Hall to anyone needing advice in this area., 2018
    • Excellent review by Christine Howard, via Google My office visit with Mr. Hall was absolutely amazing. Jeff is extremely knowledgeable and took the time to help me with a Trust without ever looking at a clock!He is professional, diligent and funny and Jeff also spent about an hour on the phone with me without a fee, whatsoever.I give MR. Jeff Hall 5 out of 5 !, 2018

    Other Outstanding Achievements:

    • Received the "Hero Award" for outstanding pro bono service from the AIDS Legal Referral Panel for 10 years of service., 2018
    • Completed the California Army State Guard Officer Leadership course held at the Army Airfield and Joint Training Base in Los Alamitos, CA., 2020
    • Was voted "Most Favored Reader Selection" in Our Communty Focus Magazine.    , 2017
    • Nominated as the "Best Business" in Pleasant Hill, CA by the Pleasant Hill Chamber of Commerce. Selection was based on service to the local community and subject to vote by consensus of the Chamber of Commerce., 2016

    Videos:

    Newsletters:

    • Prepare monthly newsletter for client son matters such as elder law, medi-CAl, and managed care issues involving long-term care for the elderly., Elder Law Answers--monthly newsletter, General Client Base
    • This newsletter is from Law Office of Jeffrey Hall, Inc. WELCOME TO MY MONTHLY NEWSLETTER.  Each month I will be presenting articles that I hope you will find interesting. Feel free to forward this newsletter along to a family member, friend or colleague. Or send just an article of interest. Anyone can subscribe and the articles are always filled with the most up-to-date information. Happy reading! OFFICE LOCATIONS:  3478 Buskirk Avenue, Suite 1000 Pleasant Hill, CA 94523 | 925-230-9002 940 Adams StreetSuite HBenicia, CA 94510 | Fax: 925-746-7101 25 Crescent DrivePMB 176Pleasant Hill, CA 94523 | Fax: 925-746-7101 Long-Term Care Scorecard Finds States Have Room for ImprovementA new report finds that states have made incremental improvements in providing long-term care, but need to achieve more gains in order to meet the needs of the growing number of people who require long-term care services. MORE Take These Three Steps When Your Child Turns 18When your child reaches the age of 18, you no longer have the same level of access to, or authority over, his or her financial, educational and medical information. There are steps you can take to make sure your child is protected.   DETAILS: Don't Let Health Care Providers Use the Improvement Standard to Deny Medicare CoverageMany health care providers are still not aware that Medicare is required to cover skilled nursing and home care even if a patient is not showing improvement.  READ ON:   Using a Prepaid Funeral Contract to Spend Down Assets for MedicaidIn addition to helping your family after your death, a prepaid funeral contract can be a good way to spend down assets in order to qualify for Medicaid.  FULL STORY: 3478 Buskirk Avenue, Suite 1000 | Pleasant Hill, CA 94523925-230-9002 | http://www.halllawgroup.com Unsubscribe | This newsletter is from Law Office of Jeffrey Hall, Inc. Disclaimer:  I am licensed in California only and my presentment of legal information assume California law. Legal information provided by me are for general information only. They are not legal advice. Legal information found in this newsletter must not be relied upon. Legal advice must be based on the interplay between specific exact facts and the law. This newsletter-forum does not allow for the discussion of that interplay. My presentment of any legal information found in this newsletter would likely be different if that interplay were explored during an attorney-client relationship. I provide legal advice during the course of an attorney-client relationship only. The exchange of information through this forum does not establish such a relationship. That relationship is established only by personal and direct consultation with me followed by the execution of a written attorney-client agreement signed by each of us. The communications in this newsletter are not privileged or confidential and I assume no duty to anyone who shall read this newsletter and should make a legal decision based upon any statement made in this newsletter. All legal proceedings involve deadlines and time limiting statutes. So that legal rights are not lost for failure to timely take appropriate action and because I do not provide legal advice in this newsletter, if you are an interested party you should promptly and personally consult with an attorney for legal advice.  , Probate Attorney, Monthly Estate Planning Newsletter
    • To review our video, please go to:  www.HallLawGroup.com   Thank you. Jeffrey Hall, , Attorney, Monthly Newsletters

    Educational Background:

    • Saint Mary’s College of California, B.S., 
    • Jeffrey S. Hall, Esq., Founding Principal.  Bar Admissions California (active); S. District Court Eastern District of California; S. District Court Northern District of California;  S. Court of Appeals 9th Circuit S. Court of Appeals for the Armed Forces;  Education Saint Mary’s College of California, Moraga, California B.S. – Economics and Business Administration (1981); Golden Gate University, San Francisco, California School of Taxation and Accounting M.B.A. – Accounting and Taxation (1987);  JFK University College of Law, Pleasant Hill, California J.D. Juris Doctorate;  Classes/Seminars Lecturer, Estate Planning, Conservatorship, Durable Power of Attorney;  Professional Associations & Military deployment presentations; Professional Memberships American Bar Association: Estate Planning section and Military Lawyers section The California State Bar Association; Contra Costa Bar Association: Section member of Estate Planning Member of the State Bar of California Estates and Trusts; Section Member of WealthCounsel; Member of Elder Counsel; Member of the Judge Advocates Association; Member of the Irish-American Bar Association; Personal Bio Jeffrey Hall is a tax and estate planning attorney in Pleasant Hill, CA. He has offices conveniently located in Pleasant Hill, 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, 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 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 program 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 with distinction receiving the Commendation medal for Exemplary Service authorized (and signed) by President Barak Obama on June 30, 2016.        , 1981
    • Jeffrey Hall is a tax and estate planning attorney in Pleasant Hill, CA. He has offices conveniently located in both Pleasant Hill and Benicia. 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 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 program 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 with distinction receiving the Commendation medal for Exemplary Service authorized (and signed) by President Barak Obama on June 30, 2016.      
    • Ageno College of Business at Golden Gate University, MBA - Accounting and Taxation, 1987

    Comments

    • “I have worked with Jeffrey for the past two years and I found his work to be of superior quality and he is always been source of good legal information in my practice and highly recommend him for Super Lawyer recommendation. The Law Office of Jeffrey Hall is located at: 3478 Buskirk Ave, Suite 1000 Pleasant Hill CA 94523 Phone: 925 230 9002 ”

    These comments were made by fellow attorneys during the annual nomination process.

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    Office Location for Jeffrey Hall

    3478 Buskirk Ave
    Suite 1000
    Pleasant Hill, CA 94523

    Phone: 925-230-9002

    Fax: 925-746-7101

    Jeffrey Hall:

    Last Updated: 10/8/2020

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