Protect what you’ve built. Pass it on.
Greene Law Firm, P.C. is an asset protection law firm helping professionals, business owners and families protect what they've built and pass it on. Founding attorney Jay Greene, Esq., is licensed in Florida, California and Alabama.
THE ATTORNEY
Jay Greene
The is the attorney on every matter and the one who conducts the consultation.
Since 2008
Practicing law
AL · CA · FL
Licensed in three states
By appointment
Birmingham · San Francisco · Doral (Miami-Dade)
We design, fund and explain plans that protect what you've built from future lawsuits, long-term-care costs, taxes and probate, and pass it on the way you intend. You'll know what your plan protects, what it doesn't, and what it costs, before you sign.
What we do, in one sentence
Our services
Asset protection
A trust under a state statute, designed to protect assets from future creditors.
Support for a person with a disability while protecting eligibility for public benefits.
Guidance for successor trustees from the first step to final distribution.
A trust in another country, reported to the IRS every year, for future creditors.
Planning
After a death
Trusts, wills, powers of attorney and health care directives, funded asset by asset.
Court probate, small-estate procedures and out-of-state (ancillary) probate.
Who we help
Physicians, dentists, contractors, landlords and business owners with something to protect
Couples 55 and older planning to pass on a home and savings
Adult children planning a parent's long-term care
Families of a person with a disability
Veterans and surviving spouses
Executors and trustees after a death
CPAs, financial advisors and other professionals who refer clients
Why it's different
A lawyer who trained as an accountant
Jay Greene trained as an accountant before law school. He reads a plan for what it lets someone do with money, not only what it says. Protection, long-term care and tax planning are designed together, and we fund what we build: every trust comes with an asset-by-asset funding checklist.
How to start
Step 1
Consultation call
With our client coordinator, who learns what you need. This call isn't legal advice.
Step 2
Vision Meeting with Jay
When your situation calls for it.
Step 3
A written plan and fee
Before you sign anything.
Step 4
Signing and funding
Signing, then funding: asset by asset until the checklist is complete. An unfunded trust is the failure mode we design against.
STRAIGHT ANSWERS
Protection works best before you need it.
Asset protection planning is designed for future claims, not ones that already exist.
A trust only protects what's titled to it.
That's why we fund what we build.
Offshore means reported, not secret.
Offshore trusts are lawful when reported to the IRS every year.
Frequently asked questions
-
Usually not. Asset protection is designed for future claims. Moving assets to avoid a creditor you already have, or expect, can be undone by a court and can create new problems. If you're facing a claim now, we can talk about what options may remain, but planning works best long before anyone has a claim against you.
-
Jay is licensed in Alabama, California and Florida, and our offices are by appointment in Birmingham, San Francisco and Doral (Miami-Dade). If your home or assets are in another state, we can explain how that may affect your plan and help you find a lawyer licensed there for that state's law.
-
Your first call is with our client coordinator, who explains the next step. If your situation calls for a Vision Meeting with Jay, it's one hour, $645, paid in advance. After that, you receive a written plan and fee before you sign anything. Court and third-party costs, if any, are separate.
-
Please don't send confidential details until we confirm in writing that we represent you. On the first call, share only what we need to understand your situation and schedule the right next step. Once we represent you, your information is protected by attorney-client confidentiality.
Where we practice
California
447 Sutter Street, Suite 435, San Francisco, CA 94108
415-905-0215
By appointment
San Francisco
Offices by appointment in Birmingham, Alabama; San Francisco, California; and Doral (Miami-Dade), Florida. We advise on Alabama, California and Florida law. If your matter involves another state, we can give general information and help you find a lawyer licensed there.
ALABAMA
Birmingham
Florida
Doral( Miami-Dade)
Alabama 205-746-2465 · California 415-905-0215 · Florida 305-831-1244