Claimed Lawyer ProfileQ&AResponsive Law
- Elder Law
- Estate Planning
- Stockbroker & Investment Fraud
- Free Consultation
- Contingent Fees
Jurisdictions Admitted to Practice
- English: Spoken, Written
- Law Office of Jeffrey Gaffney
- - Current
- For 25 years I have helped regular people solve their investment and planning problems, I primarily do estate planning, but I am also familiar with conservatorships and stock broker malpractice and fraud. I am proud to have been helping the elde community with all manner of financial issues and look forward to doing it for many years to come.
- US Navy
- For thirty years I was a Naval Officer, Reserve and Active. I served as a Surface Warfare Officer, leading large groups of sailors in complex situations worldwide.
- Clerk, then Attorney
- Law Office of John Allen
- My first legal job. I began as a clerk while still in Law School and stayed on after I passed the bar. I spent those years learning how to sue a stockbroker and fix their greedy sins.
- Registered Representative and Manager
- First Investors Corp.
- After I left active duty with the Navy I became a "used stock salesman", which I hated. I left there to attend Law School.
- SUNY Coll at Oswego
- Undergraduate Degree
- Univ of San Diego School of Law
- Law Degree
- US Army War College
- M.A. (2004) | National Securities Studies
- Military graduate school.
- Distinguished Service Award
- San Diego Volunteer Lawyer Program
- For my work with victims of domestic violence and elder abuse.
- Meritorious Service Medal. Numerous and various lesser awards.
- US Navy
- Wide variety of military awards for superior performance.
- National Meritorious Service Award
- Operation Homefront
- For work in helping to establish a new program for mobilized reservists.
- Marion Mahar Award
- State University of New York
- Named the Outstanding graduate in my major for my undergraduate degree.
- Black Belt, First Degree
- International Tae Kwon Do Federation
- Regents Scholarship
- New York State
- Academic scholarship granted to pay for my undergraduate tuition based on academic achievement.
- California Bar Association
- - Current
- California State Bar
- - Current
- Elder Counsel
Websites & Blogs
87 Questions Answered
- Q. does the trust have to get a s.s. number and pay taxes every year?
- A: You can make any trust into a Grantor Trust, where the original grantor (settlor; the guy with the money) just keeps paying the taxes himself on his 1040. Trusts have a very high tax rate so most people do it that way. When the grantor dies (even of a Living Trust) then you have to get the Trust its own tax ID and pay taxes.
- Q. Elderly parents have 6 year old will and trust. Will a holographic codicil be o.k. in California to make changes?
- A: Yes, the need to make formal changes to these documents, except to change a Trust you make an Amendment. So, they want two Codicils and a Trust Amendment. If you are doing it yourself, be VERY careful to make sure you write exactly what you want with no ambiguity.
- Q. Can you transfer your trust from California to another state jurisdiction without a court order
- A: Unless a Court created the Trust then you are free to do what you want with it. But there is no reason to "transfer" a trust. Except for self-settled irrevocable trusts, they are all pretty much the same and the states will recognize the other. I am not even sure how you would transfer one, except to amend it to change what law is governed by it.
Contact & Map