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Jack Edward Stephens

Jack Edward Stephens

Principal Owner
Location:
San Diego, California
Phone:
858-792-0909
Fax:
858-792-0806
Email:

Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990 helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets and contributed articles to the Continuing Education of the Bar of California. Additionally, he  has gained endorsement by Kiplinger’s Retirement Report for his book, Avoiding Tax Traps in Your IRA. Jack Stephens is an active member of the San Diego Estate Planning Council and also has been a symposium speaker for the National Academy of Elder Law Attorneys, demonstrating his comprehensive understanding of how Estate Planning and Elder Law are inextricably related. Jack Stephens is an active church and community member who is involved as an instructor in the Navigators Christian Ministry which serves Marine recruits at Camp Pendleton. He has also been selected as a local and national speaker to educate other attorneys on his expertise and dedicates time to educating individuals through seminars and live webinars on the changing laws and important issues that could affect all Trustees of Trusts.

 

Areas of Practice

  • 70% Estate Planning
  • 30% Elder Law

Bar Admissions

  • California, 1990

Education

  • University of San Diego School of Law, San Diego, California
    • LL.M. Masters Degree in Law
  • Baylor University School of Law, Waco, Texas
    • J.D. Juris Doctorate
    • Law Review: Law Review Baylor School of Law
  • Louisiana State University (LSU), Baton Rouge, Louisiana
    • B.A.
    • Major: Political Science/History

Published Works

  • Living Trust Administration on the Death of a Trustor Part 1-6
  • Avoiding Tax Traps In Your IRA, Legalaction Publications
  • Tricks and Traps of By-Pass Trusts, Quoted in Kiplinger's Retirement Reports
  • How to Draft Wills and Trusts in California (Contributing Writer), National Business Institute
  • California Elder Law (Contributing Writer), Continuing Education of the Bar, California
  • Estate Planning for the Terminally Ill (Contributing Writer), Continuing Education of the Bar, California
  • Ticking Time Bombs in IRA Planning for Professionals, Aspen Publishers, Inc.
  • Estate Planning with IRAs for California Professionals, National Business Institute
  • A Family's Guide for Urgent Estate Planning, Self-Published
  • A Checklist for the Trust/Estate Administration, Self-Published

Classes/Seminars

  • Instructor: Estate Planning, UCSD Extension
  • Instructor: Business Law, Mira Costa College
  • Elder Law Practice: Addressing Needs of Client, Continuing Education of the California Bar
  • Elder Law Basics, Continuing Education of the California Bar
  • Elder Law Practice: Addressing Needs of the Older Client, Continuing Education of the California Bar
  • Elder Law: Beyond the Basics, Continuing Education of the California Bar
  • Estate Planning for the Terminally Ill, Continuing Education of the California Bar
  • Trust Administration from Beginning to End

Honors and Awards

  • San Diego Magazine: Named 2016 Top Lawyer
  • AV Preeminent Attorney Rating by Martindell-Hubbell- The Highest Possible Rating in Both Legal Ability & Ethical Standards
  • Symposium Speaker for the National Academy of Elder Law Attorneys
  • San Diego Magazine: Select Wealth Manager Award
  • Published book endorsed by Kiplinger's Retirement Reports

Professional Associations and Memberships

  • Estate Planning Section of the California Bar Association
  • National Academy of Elder Law Attorneys
  • Trusts and Estates Section of the San Diego County Bar Association
  • Estate Planning Council of San Diego, 1995 - Present
  • Trusts and Estates Committee of Rady Children’s Hospital
  • National Association of Estate Planners and Councils
  • Southern Caregivers Resource Center Supporter and Referring Attorney
  • Navigators Christian Ministry
  • Honorary Deputy Sheriff Association of San Diego County

Fraternities/Sororities

  • Sigma Alpha Epsilon
Contact

Stephens Law Group
12526 High Bluff Dr.
Suite 200
San Diego, CA 92130
Phone: 858-792-0909
Fax: 858-792-0806
Map and Directions

Office Hours:
Monday-Thursday 9am-5pm
Friday 9am-1pm

Video of Jack Stephens' AV Preeminent Rating by Martindale-Hubbell