ESTATE PLANNING AND PROBATE ATTORNEY

SAFEGUARDING YOU AND YOUR LIFE’S WORK

Medi-Cal asset limits returned January 1, 2026: what Bay Area families should know

San Francisco Estate Planning Lawyer

Jay Greene, Esq., CPA, has practiced law since 2008. He leads our firm's estate planning, probate, Medi-Cal and asset protection work for Bay Area families, and is also licensed in Alabama and Florida.

OUR LEGAL SERVICES


WILLS AND TRUSTS

Last Will and Testament document on a table with a pen, a vintage stamp, a key, and a closed book.

Every estate plan begins with a Will and Trust.

PROBATE GUIDANCE

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Professional guidance through the probate process.

MEDI-CAL & ELDER LAW

Elderly couple discussing legal matters with a lawyer, Lady Justice statuette, gavel, document on table.

Plan for Medi-Cal eligibility and long-term care.

ASSET PROTECTION

Plan ahead to help protect your assets from future claims.

POWER OF ATTORNEY

Person signing a power of attorney document in an office

Designate a trusted person to manage your affairs.

TRUSTEE

Two men in an office handshake over a legal document, with a gavel and books on the desk, indicating a law or business agreement.

Protecting and Managing Your Trust.

VETERAN BENEFITS

Back view of a Uniformed African American military personnel saluting, wearing a white shirt and a black cap, with a blurred outdoor background.

Planning that accounts for VA benefits.

Reviews from Google.

  • “After a preliminary meeting with the Greene Law Firm to determine my needs, the team created a comprehensive Estate Plan. When we met to go through the plan documents, I was impressed with how well the team worked together. Jay personally walked me through each article of the plan to make certain I was comfortable with the contents. The next day, I received an online version. The Greene Law Firm provides outstanding service and I look forward to continuing our collaboration as my needs change.”

    Sharon Calcagno

  • “Jay Greene has been my go to for all things related to Elder Law and Estate Planning. As someone that has been working in the senior healthcare and senior living industry, it's very important to have someone who I can depend on that is not only knowledgeable but can offer excellent customer service. When I refer my clients, I know that they will be well taken care of. Jay is also very well connected to the community in San Francisco so he's able to refer you to any other services that are needed.”

    Daniel Frias-Vidal

  • “Jay Greene is an excellent attorney. He is personable and empathetic—which are important attributes when deciding on a lawyer. When I started a family, Jay helped my husband and I to create a trust & estate which helped us feel confident that our collective future was organized and correctly laid out for our children.”

    Shannon Mayock Cain

  • “Jay Greene and his staff are the go to guys for estate and elder law. He helped my family negotiate our way through a very poorly written trust from out of state, getting us through it in record time. Later, when we had to create a special needs trust for a disabled family member, Jay was ready to not only do the work, but helped us anticipate some serious pitfalls that can crop up in these situations. He knows his stuff, he is fast and responsive, and his work is excellent.”

    Jay Wolford

BUILDING LASTING RELATIONSHIPS WITH OUR CLIENTS IN MULTIPLE STATES.

Our services extend beyond crafting a plan. We provide ongoing guidance and support to ensure your estate plan adapts to your ever-changing needs. Contact us today to discuss your estate planning goals. We’re here to help you secure your legacy and peace of mind in California, Alabama and Florida.