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Jeffrey Louis Gaffney

Jeffrey Louis Gaffney

Helping people protect assets and plan their estates in North County San Diego.
  • Elder Law, Estate Planning, Stockbroker & Investment Fraud
  • California
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Summary

Jeffrey Gaffney is a 24 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
  • Elder Law
  • Estate Planning
  • Stockbroker & Investment Fraud
Video Chat and 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
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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
89 Questions Answered

Q. How can my mother can remove her husband as executor for her individual trust and designate me instead?
A: If it is her trust, then she probably has the authority to fire the trustee. You have to read the trust.
Q. My father passed away. No family member has shared the will to me. And they have filed paperwork. What can I do?
A: Go look up the documents. Go to the Probate Court for the county where he lived and look him up. If there is a Will then it was filed there and you can see it. If not, then you will find out if the family has started other proceedings. If there is no Will, then you are entitled to a share of the estate.
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.
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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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