The Essentials to Estate Planning Workshop

Thursday, October 26, 6:00 pm
In the Historic Philippine Consulate
447 Sutter Street, Suite 435
San Francisco, CA 94108

Call 415-905-0215 to Reserve Your Spot!

Do You Know the 7 Threats That Threaten The Security of Your Family?

Losing Control/Access to Your Assets
When you Least Expect it

Not Knowing The Law
You Think You Know

Not Knowing Your Predators
You’ll be Surprised

Your Health Fails
It’s Never Expected

Failing to “Plan When You Can
As Opposed to When You Can’t

Not Working With Qualified Professionals
How Would You Know?

Don’t Know Costs
The Real Costs

Join Us!

ASSET PROTECTION, ESTATE PLANNING AND ELDER LAW
SAN FRANCISCO

Safeguarding You and Your Life’s Work

My practice is dedicated to providing education and counseling to families in the areas of Asset Protection, Estate Planning, and Elder Law. My firm is an education based firm with no hard sale pitches. We help you to identify and reduce the risks to you and your loved ones such as creditors, predators, family indiscretions, and costs of long-term care. Through our education process we will walk you through the planning options that keep you in control, work when you need them, and safeguards your life’s work.

Our Approach

I believe that planning is most successful when a team approach is pursued. With your permission, I will work directly with your family, financial advisors, insurance professionals, accountants, and professional care givers, and anyone else you name to achieve the best results for you, your loved ones, and estate.

Learn More About Us

GET EXPERT ANSWERS

Our firm can help you and your family in the following areas of financial planning.

Elder Law & Medi-Cal Planning

Medi-Cal is California’s program for administering federal Medicaid funds. We can help you navigate Medi-Cal and its several different programs. Let us help you secure quality nursing home care while protecting your family’s assets. Read more…

Health Care Documentation

Don’t leave you family guessing or powerless to make critical decisions, and don’t leave the door open for the state to determine your medical decisions for you. Contact us today to make sure you have your health care documents in order. Read more…

Power of Attorney

If you cannot pay bills, get records or make other decisions, your family will be prevented from helping you get treatment , pay doctors or for Medicare. For that reason if you become unable to manage your personal or business affairs, it may be necessary for a court to appoint one or more people to act for you. Read more…

Trusts

Let us help you with Revocable Living Trusts, Asset Protection Trusts and Irrevocable Trusts. Read more…

Veterans Pension Benefits

The Veterans Aid & Attendance benefit is perhaps the most misunderstood and underutilized resource available to help millions of veterans and their families pay for care. Will you qualify for any of the Veterans Pension Benefits? Read more…

Wills

A will is a legal declaration by which you name one or more persons to manage your estate and provide for the distribution of your property at death. If you own assets in your name alone, they may pass from you to the people you love, as long as you leave a Will. Without a Will, your assets pass according to the State’s rules, also known as intestacy. Read more…

Highly Recommended

Greg Barnard

Consultant, Strategic Communications, Community Relations, Corporate Philanthropy

I highly recommend Jay Greene to anyone looking for an estate attorney. He helped my family and me navigate the intricate and confusing laws and regulations governing wills, probate and how to protect assets with thoroughness and professionalism.

Knowledgeable

Nolita Williams

Representative

Jay worked with me on setting up Trusts and Wills for my family. He is very knowledgeable and worked closely with us to ensure all our needs were met.

Responsible

Eva Till Robertson

Vice President, Investor Relations
Protective Life Corporation

Jay is very intelligent and responsible with his work effort. He is highly self motivated and will take care of issues that arise with out direction. He appears to feel responsible for excellence and is resistant to efforts that will not produce results up to his expectations.

The Greene Law Firm

447 Sutter Street
Suite 410
San Francisco, CA
94108

Office Hours

Monday – Friday
8:00am – 5:00pm
Saturday – Sunday
Closed

Contact Us

Phone: (415) 905-0215
Email: jay@assetprotectionbayarea.com

We are ready to assist you.