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Jeffrey Louis Gaffney

Jeffrey Louis Gaffney

Helping people protect assets and plan their estates in North County San Diego.
  • Estate Planning, Stockbroker & Investment Fraud, Elder Law
  • California
Review This Lawyer
Legal Knowledge
5.0/5.0
Legal Analysis
5.0/5.0
Communication Skills
5.0/5.0
Ethics and Professionalism
5.0/5.0
Paul Hilton
Reviewed by Paul Hilton July 9, 2020
Rating: 10 Justia Lawyer Rating - 10 out of 10
Legal expert, Empathetic advocate Organized professional Vast life experience and legal expertise.
Reviewed by Lori L. September 17, 2020
Last Minute Issue Solved
I needed an issue resolved, within 24 hours. I was very fortunate to find Jeff. He was professional and pleasant. The fee was reasonable, fair, and well-worth it. I am a former paralegal. It was clear right off that he was an expert. Jeff solved the issue in 12 hours. Yes, he absolutely saved the day : D
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Biography

Jeffrey Gaffney is a 27 year attorney and retired Navy Captain. Originally from New York, he moved to San Diego in 1985 and has remained here since, military duties permitting.

An attorney since 1993, Jeff is a graduate of the University of San Diego School of Law. He began as a law clerk in 1991, helping aggrieved investors recover from unscrupulous stockbrokers. A former registered representative ("used stock salesman") and principal (licensed manager of registered representatives), he began his own law firm in the midst of a scandal involving Prudential Securities' sales of limited partnerships. Since then, he has handled over 300 cases against brokerage houses.

Several years ago, Jeff combined trust and estates law into his practice -- a natural extension to the financial and planning advice he had been giving clients for years.

Jeff finished 30 years of active and reserve duty in March 2015. He enjoyed a successful career with eight years of active time, and 22 years of vigorous participation in the reserve. He led two major international exercises, served in the Middle East on several occasions, and had three command tours. His favorite job was a 2.5 year recall to active duty to run the Navy's history programs and museums; sadly this included being on the Navy Yard for the 2013 shooting.

An environmentalist, the Gaffney family has its own nonprofit organization to support sea turtle conservation, of which Jeff is the Treasurer (www.gaffneyseaturtleproject.org). He is also active with San Diego Coastkeeper. He enjoys summers in Central America working to preserve marine life.

A 1983 graduate of the State University of New York at Oswego, Jeff was named the outstanding graduate in his major. He graduated USD Law School in 1993. He later received a Masters in Strategic Studies from the U.S. Army War College in 2004. Jeff is also a graduate of the non-resident (non-degree) programs of the Naval War College.

Practice Areas
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Stockbroker & Investment Fraud
    Elder Law
Video Conferencing
  • Skype
  • Zoom
Fees
  • Free Consultation
  • Contingent Fees
Jurisdictions Admitted to Practice
California
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Languages
  • English: Spoken, Written
Professional Experience
Attorney
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.
Officer
US Navy
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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.
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After I left active duty with the Navy I became a "used stock salesman", which I hated. I left there to attend Law School.
Education
SUNY Coll at Oswego
Undergraduate Degree
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Univ of San Diego School of Law
Law Degree
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US Army War College
M.A. (2004) | National Securities Studies
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Military graduate school.
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Awards
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.
Professional Associations
California Bar Association
Member
- Current
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California State Bar
- Current
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Elder Counsel
Member
-
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Websites & Blogs
Website
Legal Answers
128 Questions Answered
Q. Is it better to choose an estate lawyer who is located in or near the county where parent died?
A: Do you mean to do the Probate, or to do the planning? For Probate, then yes local will be best. For estate planning, find someone you are comfortable with. Location won't matter.
Q. Mom is 78 and rec'v monthly Survivors Benefits from SS. She is a beneficiary for an IRA/401K. Will she lose her SS?
A: If she is receiving SSI then sudden money will kick her off, probably. If she is getting regular SS then that won't stop, but it may make some of it taxable. The Special Needs Trust would have to be a Pooled Trust because of her age. A charity runs it and decides how to spend the money (ick) and in the end keeps the leftover money for their charitable purposes.
Q. Should my partner and I purchase our home as a joint tenancy or TIC? We are unmarried; He has kids from prior marriage.
A: TIC, or put it in a Trust. Joint tenancy would mean that when A dies, B gets it all. B may not remember or want to give assets to the children of A. B might just meet a new person after the funeral and forget A completely! It happens, and poor A's kids get left out in the cold. A TIC now, or a Trust, and update it if you have kids together.
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Contact & Map
7030 Via Cabana
Carlsbad, CA 92009
Telephone: (760) 809-9401
Law Office of Jeffrey Gaffney
1902 Wright Place Suite 200
Carlsbad, CA 92008
Telephone: (760) 809-9401
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