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San Diego Trust and Will Lawyer for Over 30 Years

Financing a future of comfort is paramount for individuals and couples seeking help with estate planning. Battling a catastrophic illness can leave an estate drained and a family destitute. For others, they see a need to protect themselves as they get older and their children are living their own lives.

A Del Mar/Carmel Valley Estate Planning Attorney Helping You Plan For The Future

At Stephens Law Group, we help California residents take the fear out of their future with proactive steps toward estate planning, asset protection and trust administration. For those dealing with issues involving financial abuse of an elderly family member, we provide immediate and compassionate legal advocacy. Specific areas of our practice include:

Traditional estate planning:

  • Living trusts
  • Family trusts
  • A-B trusts
  • A-B-C trusts
  • Wills
  • Durable powers of attorney

Asset protection:

  • Children's/grandchildren's trusts
  • Generational trusts
  • Inherited IRAs
  • Protective inheritance trusts
  • Sole and separate property trusts

IRA advanced planning:

  • IRA-designated beneficiary trusts
  • Generational stretch distributions
  • Reducing taxes and penalties
  • Spousal rollovers
  • Customized beneficiary designations
  • Inherited IRAs

Tax planning:

  • Estate taxes
  • Gift taxes
  • Capital gains tax
  • College savings planning

Trust Administration:

  • Surviving spousal issues
  • A-B trust funding
  • Chronically ill spousal planning
  • Tax planning
  • Real property basis issues

Disability and incapacity planning:

  • Special-needs trusts
  • Durable powers of attorney
  • Advance health care directives

Medi-Cal planning:

  • Irrevocable trusts
  • Preservation of assets
  • Spousal security and income
  • Protection of residence
  • Hearings for eligibility

Putting off the process of protecting your assets is far more costly than any tax law ever created. Don't let procrastination lead to destitution. Take action today with one telephone call to an experienced elder law and estate planning lawyer.

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At Stephens Law Group, we offer a free initial consultation for new clients. Our office hours are 9 a.m. to 5 p.m. Monday through Thursday and 9 a.m. to 1 p.m. Friday. For the convenience of our clients, we also travel to their homes or nursing facilities.

For more information, please fill out our intake form or contact San Diego will and trust attorney Jack Stephens at 858-792-0909.


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