JILL SCHACHTER, PARTNER

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Jill Schachter, Partner

jschachter@heritagelawllp.com

949-382-6400

Education

Bachelor of Science, Economics, Finance, Cum Laude, Southern Methodist University, Dallas, Texas, 1992

Juris Doctorate, Whittier College of Law, Magna Cum Laude, 2010

Admissions

State Bar of California, 2011

U.S. District Court, Northern District California

Ms. Schachter’s practice areas include estates and trusts, probate, real property, employment law, and acting as general counsel for various clients including trust administration, residential and commercial buyers and sellers, homeowners associations, contractors, brokers/agents, small business owners, and other individuals and entities.

As clients move through the various phases of life, their financial interests and goals develop, as do their estate planning and trust administration needs. Ms. Schachter provides clients with the support necessary to grow with them, their changing needs, and balance personal goals with tax management. These strategies include:

  • full-service estate plan preparation
  • special needs trusts (SNT)
  • separate property trusts
  • children trusts
  • life insurance trusts (ILIT)
  • spousal lifetime access trusts (SLAT)
  • grantor retained annuity trusts (GRAT)
  • qualified personal residence trusts (QPRT)
  • family limited partnerships (FLP)
  • trust administration
  • conservatorship services
  • elder law advice
  • probate court representation
  • trust and probate accountings

In addition, Ms. Schachter’s experience is highlighted by a work history in the real estate industry as a real estate attorney, property manager and in property development.  She has experience in all aspects of litigation in relation to real estate disputes, commercial and residential lease agreements, broker/agent representation and defense, contracts, and franchise agreements. Her experience includes reviewing, negotiating, drafting, implementing, and enforcing commercial and residential leases, construction agreements and modifications, and experience dealing with local agencies with permitting and use issues.

"We were referred to the Heritage Law, LLP by a very well respected business associate. After using the services of two other law firms, who basically told us we had no case, we found that the third time is a charm, as they say. The hard work and dedication Ms. Schachter devoted to our case resulted in our litigation ending favorably. They are dedicated to their clients 100%. We admire and respect the integrity of their law firm and have been extremely satisfied with their professionalism. We are clients for life!"

- Lisa C.

 

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