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Webinar schedule and archive

Death of a Spouse or Parent- Trust Administration "Pitfalls" - Jack E. Stephens, Esq. (10/03/2012)


Tax Traps in IRA Trusts - Jack E. Stephens, Esq. (3/21/2012)

Designating Living or Family Trusts as beneficiaries of IRAs are fraught with tax traps. Your Trust must be amended to qualify it as a designated beneficiary.


Estate Plan Shockers - Jack E. Stephens, Esq. (8/30/2011)

How to avoid probate, catastrophic healthcare, retirement and Trust contest catastrophes in your Estate Plan by updating your Trust to present law. Additionally, how the new law, the Deficit Reduction Act will impact Client assets in long term care planning.



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