Jeffrey Joy is a partner in the firm’s Portland and Irvine offices where he is a member of the estate planning and trusts & estates practice group, as well as the firm's tax group. Jeffrey brings more than twenty-five years of experience in income and estate tax planning for high net-worth individuals and the owners of closely held businesses to the firm.
Prior to joining the firm, Jeffrey worked in the Orange County office of an international law firm for more than 15 years. In addition, since serving as an Attorney-Advisor to the U.S. Tax Court at the beginning of his career, Jeffrey has had an extensive tax controversy practice. He has represented clients over the past 25 years before the Internal Revenue Service, U.S. Tax Court, California Franchise Tax Board and the California State Board of Equalization.
- Listed as a Recognized Practitioner in “Chambers USA: America’s Leading Lawyers for Business,” 2016
- Listed in Best Lawyers in America for Tax Law every year since 2008
- Selected to the Southern California Super Lawyers List, 2004, 2008, 2009, 2010 (top 50), 2011 (top 50), 2012, 2013, 2014, 2015, 2016, 2018
- Listed in OC Register Metro magazine, "Top Attorneys," Tax, 2013, 2017
- Certified in Taxation Law by the State Bar of California Board of Legal Specialization
- Certified in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization
- Rated AV Preeminent® 5.0 out of 5 by Martindale-Hubbell Peer Review
- Member, American Bar Association, Taxation, International Law, Real Property, Probate, and Trust Law Sections
- Member, California Bar Association, Taxation, and Estate Planning Sections
- Member, Orange County Bar Association, Tax, and Estate Planning Sections (Chair, Tax Section, 2002)
Jeffrey clerked for the Honorable William M. Fay in the United States Tax Court.
- “Estate Planning Considerations of Real Property Ownership, Including Estate and Gift Tax Issues,” Real Property Ownership & Taxation, February 2018
- “Forms of Ownership,” Real Property Ownership & Taxation, February 2018