Legal Services Offered Traditional Estate Planning living trusts wills avoidance of probate and conservatorship financial planning issues Asset Protection childrens/grandchildrens trusts generational trusts protective inheritance trusts family trusts IRA Planning avoiding taxes & penalties spousal rollovers beneficiary designations advanced planning generational distributions Tax Planning death taxes gift taxes capital gains tax Surviving Spousal Issues A-B trust funding chronically ill spousal planning tax planning estate tax returns property basis issues Click here for a list of client benefits Disability and Incapacity Planning durable powers of attorney directives to physician conservatorships MediCal Planning preservation of assets spousal security and income protection of residence fair hearings

Estate planning attorney, Jack Stephens, located in San Diego, California