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| JACK EDWARD STEPHENS, J.D., LL.M. |
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IRA/ESTATE PLANNING ATTORNEY
AUTHOR OF Avoiding the Tax Traps in Your IRA
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Experience
- Masters of Law (LL.M.) in Taxation from U.S.D. Graduate Law School.
- Law Review Baylor School of Law.
- Published author of “Avoiding Tax Traps In Your IRA” which book was endorsed by Kiplinger’s.
- Taught Estate Planning at University of California San Diego.
- Taught Business Law at Mira Costa College.
- Panel Speaker for Continuing Education of the California State Bar.
- Contributed to Continuing Edcuation of the State Bar with writings in “How to Draft Wills and Trusts in California; Estate Planning for the Terminally Ill” and “California Elder Law” .
- Author and Editor of Quarterly Newsletter “Elder Law Advisor ” .
- Writer of “Ticking Time Bombs and IRA Planning for Professionals” , published by Aspen Publishers, Inc., in The Journal of Elder Law and Post-Retirement Planning, Volume 1, Number 4.
- Symposium speaker for the National Academy of Elder Law Attorneys.
- Author of “Estate Planning with IRAs for California Professionals” .
- Published contributing writer in Kiplinger’s Retirement Report, “Tricks and Traps of By-Pass Trusts" September 1999.
- Writer and originator of the pamphlets “Estate Checklist for End-of-Life Planning ” distributed to San Diego Hospices and “Death of a Spouse or Parent - What To Do Next ” (A checklist for the Successor Trustee or Executor in a Trust/Estate Administration).
- Member of Estate Planning Council of San Diego.
- Member of the National Academy of Elder Law Attorneys.
- Member of Trusts & Estates Committee of Childrens Hospital.
- Member of Attorney Referral for Southern Cargivers Association.
- Obtained Real Estate Brokers License.
- Honorary Deputy Sheriff of San Diego County.
- Educated thousands of individuals on Estate Planning issues through seminars sponsored by Children's Hospital, University of San Diego Alzheimer’s Association, Southern Caregivers Association, Burnham Institute, American Lung Association, American Red Cross, The Bishop School, Cal State at San Marcos, Scripps Hospital Systems, among others.
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Experience
- Masters of Law (LL.M.) in Taxation from U.S.D. Graduate Law School.
- Law Review Baylor School of Law.
- Published author of “Avoiding Tax Traps In Your IRA” which book was endorsed by Kiplinger’s.
- Taught Estate Planning at University of California San Diego.
- Taught Business Law at Mira Costa College.
- Panel Speaker for Continuing Education of the California State Bar.
- Contributed to Continuing Edcuation of the State Bar with writings in “How to Draft Wills and Trusts in California; Estate Planning for the Terminally Ill” and “California Elder Law” .
- Author and Editor of Quarterly Newsletter “Elder Law Advisor ” .
- Writer of “Ticking Time Bombs and IRA Planning for Professionals” , published by Aspen Publishers, Inc., in The Journal of Elder Law and Post-Retirement Planning, Volume 1, Number 4.
- Symposium speaker for the National Academy of Elder Law Attorneys.
- Author of “Estate Planning with IRAs for California Professionals” .
- Published contributing writer in Kiplinger’s Retirement Report, “Tricks and Traps of By-Pass Trusts" September 1999.
- Writer and originator of the pamphlets “Estate Checklist for End-of-Life Planning ” distributed to San Diego Hospices and “Death of a Spouse or Parent - What To Do Next ” (A checklist for the Successor Trustee or Executor in a Trust/Estate Administration).
- Member of Estate Planning Council of San Diego.
- Member of the National Academy of Elder Law Attorneys.
- Member of Trusts & Estates Committee of Childrens Hospital.
- Member of Attorney Referral for Southern Cargivers Association.
- Obtained Real Estate Brokers License.
- Honorary Deputy Sheriff of San Diego County.
- Educated thousands of individuals on Estate Planning issues through seminars sponsored by Children's Hospital, University of San Diego Alzheimer’s Association, Southern Caregivers Association, Burnham Institute, American Lung Association, American Red Cross, The Bishop School, Cal State at San Marcos, Scripps Hospital Systems, among others.
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