Jeffrey C. Joy: Lawyer with Greenberg Traurig, LLP

Jeffrey C. Joy

Orange County Administrative Shareholder
Irvine,  CA  U.S.A.

Peer Rating
AV® Preeminent

Client Rating

Featured AV Peer Review Rated Lawyer IconFeatured AV Peer Review Rated Lawyer Icon
Printer Friendly VersionEmail this PageDownload to My Outlook ContactsAdd lawyer to My FavoritesCompare this lawyer to other lawyers in your favorites

Experience & Credentials Ratings & Reviews

Practice Areas

  • Tax
  • Insurance Regulatory & Transactions
  • Trusts & Estates
Contact InfoTelephone: 949.732.6688
Fax: 949.732.6501
University University of Kansas, B.S., cum laude, 1974
Law SchoolWashburn University School of Law, J.D., 1977; New York University School of Law, LL.M., Taxation, 1978
Admitted1978, Kansas (inactive); 1979, District of Columbia (inactive) and California; U.S. Court of Federal Claims; U.S. Tax Court

Professional & Community Involvement

• Member, American Bar Association, Taxation, International Law, Real Property, Probate and Trust Law Sections
• Member, International Bar Association
• Member, California Bar Association, Taxation and Estate Planning Sections
• Member, Orange County Bar Association, Tax and Estate Planning Sections
• Chair, Tax Section, 2002

BornKansas City, Missouri, April 26, 1952

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.

Since serving as an Attorney - Advisor to the U.S. Tax Court at the beginning of his career, Jeff has had an extensive tax controversy practice. He has represented clients over the past 25 years before the Internal Revenue Service, California Franchise Tax Board, California State Board of Equalization as well as various county real property reassessment appeal boards.

Jeff recently resolved a U.S. Tax Court case involving a Federal Estate Tax Return audit in which the IRS had proposed a valuation increase in excess of $100 million dollars.

Areas of Concentration

• Domestic and international income tax planning
• Domestic and international estate planning
• Wealth transfer planning

Awards & Recognition

• Listed, The Best Lawyers in America, Tax Law, 2006-2016
• Listed, Super Lawyers magazine, Southern California Super Lawyers, 2004, 2008-2015
• Top 50 Lawyers in Orange County, 2010-2011
• Listed, OC Register Metro magazine, Top Attorneys, Tax, 2013
• 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

AV, BV, AV Preeminent and BV Distinguished are registered certification marks of Reed Elsevier Properties Inc., used under in accordance with the Martindale-Hubbell certification procedures, standards and policies.


• Law Clerk, Judge William M. Fay, United States Tax Court, 1978-1980

Associated News & Events

Press Releases

08.19.15 26 Greenberg Traurig California Attorneys Recognized in 2016 Best Lawyers in America
08.27.14 23 Greenberg Traurig California Attorneys Recognized in the 2015 Best Lawyers in America
09.10.13 Greenberg Traurig's Shareholder Jeffrey C. Joy Named to Tax Section of OC Register Metro's Annual List of Top Attorneys
08.21.13 24 Greenberg Traurig California Attorneys Recognized in 2014 Edition of Best Lawyers in America
09.21.12 26 Greenberg Traurig California Attorneys Included in 2013 Edition of Best Lawyers in America
11.21.11 Greenberg Traurig Announces 22 Best Lawyers Throughout California
03.03.04 Greenberg Traurig Grows in California

Published Articles

09.06.10 Estate Planning in 2010 and 2011: Navigating Without a Compass
09.07.09 Defensive Tax Planning Strategies

Articles, Publications, & Lectures


• Author, How Captives Can Cut Supply-Chain, Cyber Insurance Costs, CFO magazine, June 24, 2014
• Author, Estate Planning in 2010 and 2011: Navigating Without a Compass, Orange County Business Journal, September 2010
• Author, Holding Your Insurance Hostage, Builder & Developer, February 2007


• Panelist, FLP & LLC's: Their Uses in Family Wealth Transfers, California Continuing Education of the Bar, October 2005

Reported CasesSignificant Representations: Representing client in California FTB Audit Assessment of additional income in excess of $250 million dollars arising from the client's commercial real estate activities.; Representing client in IRS audit and appeal involving the disallowance of a $3.0 million dollar theft less deduction.; Representing client in L.A. County property tax reassessment appeal involving a proposed revaluation of in excess of $20 million dollars in commercial real property.; 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.

View Ratings & Reviews
Profile Visibility
#249 in weekly profile views out of 5,145 lawyers in Irvine, California
#93,313 in weekly profile views out of 1,733,488 total lawyers Overall

Office Information

Jeffrey C. Joy

3161 Michelson Drive, Suite 1000
IrvineCA 92612-4410


Professional Networking for Legal Professionals Only

Quickly and easily expand your professional
network - join the premier global network for legal professionals only. It's powered by the
Martindale-Hubbell database - over 1,000,000 lawyers strong.
Join Now