Jay Greene

I'm Attorney Jay Greene, CPA, I've dedicated my practice to serving families in the San Francisco Bay Area with their estate planning, probate, and elder law needs. My background as a Certified Public Accountant (CPA) complements my legal expertise, allowing me to provide a comprehensive and strategic approach to protecting your assets and ensuring your wishes are faithfully executed.

Beyond the courtroom, I share my knowledge through published articles in the San Francisco Bay Times, committed to public education on these crucial matters.

My primary focus is crafting personalized solutions for each client. Whether navigating probate complexities or planning for the future, I prioritize clear communication and a results-oriented approach to achieve your goals. Let's work together to safeguard your legacy and provide you with the peace of mind you deserve.

• Zoom

• Credit Cards Accepted

Alabama

Alabama State Bar Association

Since 2008

California

Since 2014

Founding Attorney

Jay Greene Law Firm (San Francisco, California)

2014 - Current

•Certified LGBT Business Enterprise through the NGLCC for diversity opportunities. •Serving clients to meet their corporate, intellectual property, and dispute resolution needs, focusing on business clients, nonprofit corporations, artists, and television entertainers. •Advise clients on legal issues related to business startup and corporate formation. •Review, negotiate and draft commercial leases and other business contracts. •Act as outside general counsel for corporate clients, handling all legal and transactional matters. • Audit clients' intellectual property assets, prepare and file trademark and copyright applications. •Navigate businesses/individuals through various municipal and state laws and regulations. •Train all employees in best business practices to avoid legal liability. •Draft profit-sharing agreements for employees. •Draft employee manuals and handbooks. •Resolve employee disputes to improve productivity and preclude potential liability.

Founding Attorney

Greene Law Firm, LLC (Birmingham, Alabama)

2008 - Current

•Certified LGBT Business Enterprise through the NGLCC for diversity opportunities. •Asset Protection including Estate Planning, Medicaid Qualification, Veteran's Benefits and Special Needs Planning •Perform family planning services; including drafting wills, power of attorneys, advance directives for health care, trusts, uncontested divorces, and joint custody agreements. •Perform business planning services; such as drafting LLC/Corporation formation, and business plans, •Tax disputes and resolutions. •Representation of Individuals in Criminal, Custody, and Divorce proceedings. •State Certified Guardian ad litem in circuit court, family court, and probate court.

Director of Investment Reporting and Compliance

Protective Life

2006 - 2011

•Integrated large corporate acquisition, totaling $6 billion in assets and 20 separate portfolios into existing and additional compliance, accounting, and investment reports. •Held primary duties for maintaining investment fund accounting and compliance for assets owned by third-parties, totaling $420 million, involving daily, weekly, and quarterly reporting. •Managed and trained multiple financial analysts and clerical staff in report preparation, including development of department report procedures •Designed and produced the quarterly Finance and Investment Committee presentation for the Board of Directors. •Analyzed and revise contractual provisions for Executive and Senior Vice Presidents’ reviews. •Researched and created programming logic for State Insurance Investment Statutes.

Financial Analyst

Protective Life

2002 - 2006

•Performed monthly and quarterly investment close process for a $20 billion portfolio. •Documented and maintained, for securities and mortgage divisions, internal control compliance with Sarbanes-Oxley Act section 404.

Reinsurance Controller

Protective Life

2001 - 2002

•Managed financial accounts for 30 reinsurance companies •Performed investment accounting for multiple producer owned reinsurance companies •Filed quarterly financial statements with owners and tax deposits with the IRS •Prepared statutory annual statement filings and corporate tax returns •Assisted with system analysis, design, and development to streamline processes for volume increases to companies handled within the division

Assumed Reinsurance Accountant

Vesta Insurance Group

1999 - 2001

•Promoted from Accounting Intern to Staff Accountant (June 2000) •Supervised Junior Staff Accountant with preparation of outside reporting and internal entries •Calculated and recorded premiums, paid losses, and outstanding loss reserves •Performed in-depth analysis of accounts receivable and reserves for account treaties, for use in discussions with third party administrators •Re-engineered reconciliations of various general ledger accounts •Coordinated with other departments, such as Information Systems, Actuarial, Claims, and Statutory/GAAP Accounting •Assisted with implementation of SAP Accounting system, including setting up fields and formats specifically designed for property and casualty insurance •Aided in preparation of annual statement and statutory filings

Reconcilement Specialist

Regions Financial Corporation

1999 - 1999

•Reconciled general ledger accounts for sixty branches •Received daily exception reports to clear processing outages •Used computer software to trace outages and upload entries

Samford University

J.D. | Law

2003 - 2007

University of Alabama - Birmingham

M.A. | Accountancy

2001 - 2003

Golden Gate Business Association

Board Member

2015 - Current

Activities: * Oversees organization budget and directs long- and short- term financial planning * Establishes financial control and oversight * Provides financial reporting and direction * Manages audits and accountability policies * Creates appropriate investment policies and grants policies * Manages risk for the organization

AIDS Legal Referral Panel of the San Francisco Bay Area

Panel Attorney

2015 - Current

Activities: *Assist those with HIV/AIDS in meeting basic human needs *Advocating for people who rely on disability benefits and securing that source of income *Providing estate planning, including wills and powers of attorney, to help individuals retain their dignity and ensure that their decisions will be carried out. *Assist clients facing employment and housing discrimination related to their status. *Assist clients in settling family disputes

Cumberland School of Law Alumni Admission Advisory Board

Founding Board Member

2015 - Current

Activities: *Communication with admitted students who are still making their decision about where to attend law school *Supplying ongoing active communication to prospective law students to guide them in pursuing their career *Serve as ambassador for the school to preserve its traditions of high academic integrity and ethical values.

Lawyers with Purpose

Founding Member

2010 - Current

Activities: •Learning – We learn systems and processes to provide the know-how to guide our clients with the most up-to-date information on the ever changing laws federal, state, and international. •Possibility – We see the numerous possibilities to enhance our practice by satisfying our client's and their loved one's needs. •Respect – We earn respect as leaders in our communities by cultivating our knowledge of the law and satisfying our client's needs.

The Importance of Estate Planning Documents When Finalizing Your Retirement Plans

San Francisco Bay Times

July 27, 2023

Elder Care Planning

San Francisco Bay Times

April 20, 2023

The Importance of Having a Living Trust

San Francisco Bay Times

January 26, 2023