Jeffrey C. Joy - Greenberg Traurig LLP

Jeffrey C. Joy

Listed in Best Lawyers since 2008
Phone: 714-708-6688

Jeffrey C. Joy has more than 25 years of experience in income tax and estate tax planning matters for high-net-worth individuals and the owners of closely held businesses. He works closely with business owners to plan for the transfer of their assets to their children and grandchildren, and develop plans for the succession of ownership in their companies using a variety of techniques, including buy-sell agreements, family limited partnerships and limited liability companies, irrevocable trusts, life insurance liquidity plans, and other creative strategies. Jeff also has experience in international tax planning, including the facilitation of foreign direct investment in United States real estate, as well as the acquisition of and investment in U.S. businesses by foreign investors, and has represented foreign-based clients in connection with the U.S. tax aspects of structuring and operating U.S. investment portfolios. Jeff regularly works with clients on the formation and operation of captive insurance companies.

University of KansasBS 1974Washburn University School of LawJ.D. 1977New York University School of LawLL.M 1978
Board of Directors, Habitat for Humanity, Orange County, CAOrange County Bar AssociationCalifornia Bar AssociationInternational Bar AssociationAmerican Bar Association

Case History

Areas of Concentration
  • Domestic and international income tax planning
  • Domestic and international estate planning
  • Wealth transfer planning

Other Court Admissions
  • U.S. Court of Federal Claims
  • U.S. Tax Court
Significant Representations
  • Advised family holding $500 million of real property on income tax and estate planning matters regarding transfer and sale of property.
  • Assisted clients in sale of assets of privately held company to Fortune 500 company.
  • Assisted clients in the tax aspects of the sale of their closely held company to Fortune 50 company - transaction was structured as a §368(a)(1)(B) reorganization.
  • Structured, drafted and implemented an estate plan for clients with a $25 million VUL policy.
  • Structured, drafted and implemented a $28 million intentionally defective grantor trust with a self-canceling installment note feature for a client.

Office Location

3161 Michelson Drive, Suite 1000
Irvine, CA 92612-4410
United States

Practice Areas

Tax Law