Jack Stephens runs a throughly professional legal service. Anyone with a Family Trust action, issue, or question is well-served by contacting his office. I was extremely impressed with his profession expertise, and very satisfied with the final delivered product and his accompanying explanation and advise. Mr. James Warniak, Hermosa Beach, CA, April 2008 Jack was able to answer detailed questions promptly and accurately during the initial consultation. I was & remain impressed by Jack's ability to articulate the best options regarding tricky & optical financial issues. Mr. Larry Conrad, San Diego, CA, March 2008 No need for improvement - no high pressure to make any decision immediately - just the opposite. We especially appreciate continued updates & contacts! Mr. and Mrs. Bradshaw, Oceanside, CA, March 2008 The Law Offices of Jack E. Stephens is highly professional and the employees are extremely organized, making the whole experience easy and pleasant. Ms. Julie Kearns, San Diego, CA, January 2008 Excellent legal services dealing with Trusts & Estates handled by Jack & staff in a very professional manner. Mr. & Mrs. Robert Stanley, San Diego, CA, November 2007 Having a family Trust in place brings great peace of mind as having done "the right thing." I recommend it to anyone of even modest means. Mr. and Mrs. James Dunlap, Oceanside, CA, September 2007 I felt I was in good hands and that I could rely on everyone. Mrs. Ainslie S. Quick, Encinitas, CA, June 2007 Very satisfied with the legal advice received and the completion of our Family Trust. Mr. & Mrs. Lance Sutherland, Carlsbad, CA, May 2007 Jack Stephens inspires confidence and he has the ability to explain legal concepts in a language that a lame person can understand. Mr. & Mrs. Robert P. Grobe, Coronado, CA, May 2007 Work done well. Explanations clear. Mr. Norman Harris, San Diego, CA, May 2007 Being an older person, you treated me with great professionalism & dignity. Thank you for making this experience a pleasant one. Ms. Faye Ryerson, Hemet, CA, April 2007 Dealing with knowledgeable people from the initial call was very reassuring. Ms. Margaret Atterbury, San Diego, CA, February 2007 Extremely professional and knowledgeable in Elder Law and how to protect your assets and estate. Mrs. Elaine Power, Chula Vista, CA, January 2007 Your assistance was very helpful during a rather difficult time in the history of the Orr family. Mrs. Elvern Orr, Coronado, CA, July 2006 The Guest Seminars and Newsletters keep us updated on changes in the Estate and Trust Laws and if they lead to questions on our part, we have someone who will respond quickly and provide an answer we can understand. Mr. and Mrs. William Zive, Coronado, CA, October 2006 Excellent professional services. Also, Linh (staff member) made us feel welcomed each time we were in the office. Mr. and Mrs. Robert Stanley, San Diego, CA, July 2006 The Law Offices of Jack E. Stephens met my expectations for a complete restatement of my Trust with concise and prompt service. I would recommend his services to others. Mr. Bill Lang, San Diego, CA, June 2006 We feel we can trust Mr. Stephens to give good, accurate advice and information. His service is timely and he is accessible for questions. His Elder Law newsletter is timely and with his seminars we are kept up to date on information that may be of interest to us. Mr. and Mrs. Gregory Farnsworth, Carlsbad, CA, April 2006 He is a thorough and knowledgeable attorney who explains details and includes our daughter in our consultations. We appreciate being directed to him. Mr. and Mrs. Herb Kapin, Carlsbad, CA, May 2006 We were very pleased with the courtesy, knowledge and efficiency of Jack E. Stephens and his staff as they took us through the creation (painlessly) of a complete Restatement of our previous Trust agreement. Mr. and Mrs. John Ludlow, Carlsbad, CA, February 2006 Knowledgeable, practical, through, and a great resource to other services we may need from time to time. Mr. and Mrs. Richard Barck, Coronado, CA, November 2005 My husband and I are very pleased with the services Jack provided. We have more peace of mind than we've ever had regarding our estate planning. Mr. and Mrs. Tom Guarnotta, San Diego, CA, October 2005 Jack E. Stephens puts "legalese" into easy to understand English and takes the discomfort out of visiting a law office. We rate him very high on our satisfaction scale. Mr. and Mrs. Ronald Mires, Coronado, CA, October 2005 Jack E. Stephens amended our Living Trust to bring it up to date and compliant with today's laws. In this complex field of law, Jack's expertise guided us in defining our goals with respect to estate planning. We are comfortable in the knowledge that our Trust is current with regards to Trust law and will be executed in accordance with our wishes. Mr. and Mrs. Duane Jane Jensen, San Diego, CA, December 2005 Jack E. Stephens' services were very professional. Mr. Fred Dinger, Carlsbad, CA, August 2005 The good manner in which the services were offered. Good advice and prepared to come to our home in time of need. Very patient and confident. Mr. John W. Pryor, Solana Beach, CA, September 2005 I was persuaded to retain Mr. Stephens for legal services because of his lecture regarding Living Trusts. His overall appearance and his presentation of the facts I needed to know were superior to that of any attorney I have heard. When my husband passed away, Mr. Stephens beautifully handled the legalities involved. For several years Attorney Jack E. Stephens and his staff have handled our family's legal services. They have proven to be exceptionally knowledgeable, accommodating and reliable in every way. Also, Attorney Stephens' forthright legal advice is easily understood and well worth his fee. Ms. Mickey T. Morgan, San Marcos, CA, August 2005 Mr. Stephens' long history of Estate Planning and his publishing on the subject persuaded me to retain him for legal services. The service I received was excellent, personal and efficient. Mr. Rolando Saldana, Carlsbad, CA, August 2005 We shopped around for other legal services and found Mr. Stephens to be the better choice. In fact, we even retained his services at the complimentary one hour consultation. Mr. and Mrs. Abraham LeVine, San Diego, CA, July 2005 I was persuaded to retain Mr. Stephens for legal services because of his professional approach to guiding us through the complex world of planning and protecting our personal and financial future. Mr. Mark Tucker, San Diego, July 2005 We find Mr. Stephens very knowledgeable in the legal services he has provided for us. Mr. and Mrs. Louis Jean Roah, Oceanside, CA, July 2005 Jack Stephens is a person who listens and gives the client a feeling of confidence in decisions that are made. Mrs. Ruth W. Gimbel, Hermosa Beach, CA, June 2005 I would recommend Jack Stephens as an Estate Attorney if you are looking for someone who will prepare a Trust for you, keep you informed of any changes the Trust needs as laws change, and administer splitting the Trust when the time comes. He provides instruction for assets splitting, applying for insurance, IRA rollovers, house change titles, and may even fill out the necessary forms. Betty I. Otto, Carlsbad, CA, June 2005 Having our Trust updated and clearly stating our wishes is very comforting. Gerald Smith, El Cajon, CA, May 2005 My parents had a trust that hadn't been updated since 1989. When my father died in 2001, we needed help that wasn't coming from the attorneys who wrote the trust. Mr. Stephens helped us legally and was very good at explaining things to my mother, who was blind. He also took care of everything for us when my mother died. Max and Patricia Warren, San Diego, CA January 2005 Many thanks for all you have done for us over the years. We were 'blessed' the day we met you in Coronado. Leo and Eleanor Smith, Coronado, CA January 2005 Well informed, up to date attorney who published a tax guide book. Harold "Pete" and Angle Wegehaupt Encinitas, CA, July 2004 The completed legal documents covered all areas of particular concern to my wife and me in safeguarding our assets for eventual distribution to our heirs. Mr. and Mrs. Fred F. Hasenstab San Diego, CA, July 2004 As a married couple now, we appreciate the guidance Jack Stephens offers through the maze and snares of legalities which constantly change. Steve and Jeanne Schneider Carlsbad, CA, July 2004 We were very pleased with Mr. Stephens services for our asset preservation. Mr. and Mrs. Jerry Gengler Carlsbad, CA, May 2004 I have been very pleased with my association with Mr. Stephens and the office personnel on efficiency and assistance. Ms. Mary Ann Castor, San Diego, CA, July 2004 Mr. Stephens continues to inform his clients of new laws or significant changes that may affect our estate planning through his newsletters and seminars, and is always available for writing any revisions or additions needed in our legal documents. Ms. Ruth Leerhoff, San Diego, CA, July 2004 Sitting in the office of Mr. Stephens, I felt that I was in good, capable hands due to his knowledge of elder law. His guidance helped me to make my own decisions. Ms. Sylvia Tatum, San Diego, CA, May 2004 We are very pleased with the Family Trust and various updates that Jack Stephens has created for us. The "Client-Only" Seminars are very informative, and the Client Newsletters are a great help. Mr. and Mrs. Laddie Pottorff, Encinitas, CA, July 2004 Jack E. Stephens, J.D., LLM and staff provide a wide range of client services. Additionally he has a great deal of expertise in matters regardng senior clients. Mr. and Mrs. Jack Francois, Vista, CA, June 2004 Jack provided legal services in the highest order and was very responsive to our needs. Mr. Donald F. Ryder, La Jolla, CA, March 2004 We are happy with the services you have provided and plan to continue the lawyer-client relationship. Mr. and Mrs. George Fesler, San Diego, CA, August 2003 After attending one of your seminars I asked you to update my existing Trust which had, much to my surprise, been prepared some years earlier by a para-legal. The personal and professional service you provided led me to refer to you two of my closest friends. You have since prepared Trusts and related documents for both, and both are well pleased with our efforts on their behalf. I have since attended and enjoyed your Client-Only Seminars, and also appreciated your newsletters. Pelham Jolly, Oceanside, CA, June 2003 I have confidence that when I am gone, my daughter, who will be handling my estate, will be in competent and sympathetic hands with Jack Stephens. That gives me a great deal of comfort because I do not want anyone to be left any trouble. He will guide her, I know. Jack handles his business efficiently and is an expert in his field. His warm, human touch is evident when you see he offers us the opportunity of selecting the music we might want to listen to if comatose, and perhaps, near the end. Ms. Jeanne Ewing, La Jolla, CA I consistently tell people how good he is as an attorney. His recommendations were exactly what we needed. Follow up work he has done for me at no charge has been wonderful—never a bill when I’ve fully expected one. Mrs. Izella Dicky, Leucadia, CA Jack Stephens prepared a comprehensive A-B Trust for my family. I was very impressed with his knowledge, level of detail and consideration of current changes in the Tax Code or IRS rulings. His “Client Only” Seminars are helpful to determine new issues which might require trust revisions. Mr. and Mrs. Miller, San Diego, CA Jack Stephens keeps us aware of the latest law changes that affect our trust. When we update our trust, he is very thorough covering all aspects. Mr. and Mrs. James Eberhardt, Vista, CA Mr. Stephens is very knowledgeable in our questions of concerns in elder law issues. We feel very secure with his up to date answers. He is professional, polite, and takes a personal interest in his clients. Mr. and Mrs. Paul Studer, Jr., Encinitas, CA I have had Mr. Stephens updating my Living Trust as well as establishing a Designated Beneficiary Trust. In all these endeavors I felt that I was advised competently, that the documents reflected the latest legal changes applicable and, last but not least, that I was kept informed of changes in the law which affected these trusts. Mr. Stephens’ quarterly Client Newsletter is a good source for keeping up to date in this sometimes rapidly changing field. His secretarial staff has been most helpful and courteous at all times. R. Urlau, San Diego, CA In addition to his valued counsel relating to our trust and tax issues, we appreciate the information he provides relating to tax law and trust law and changes by government bureaucracies. We like the way he “keeps in touch” with his newsletters and seminars.” Mr. and Mrs. William Gabriel, Solana Beach, CA We were very pleased with the total experience of preparing our trust. From the time we scheduled our appointment to our last visit everything was very professional, on time and personal. You listened to our requirements and made suggestions for our consideration. We then proceeded to develop a trust that is best for us and easy to administer. Another thing we appreciated was the timing, no schedules were broken and you were always ready for us when we arrived. This did not go unnoticed. We like the Quarterly Client Newsletter a lot. It gives us timely advice and information. Thanks for a job well done. F.A. Hagan, Jr., Mission Viejo, CA Carrol and I have been remiss in not writing you again to thank you for the valuable estate and tax planning advice given us, the careful and thorough preparation of legal documents we have requested, and the many courtesies extended us. You have been personally accessible to us whenever we’ve needed advice and guidance, through both telephone calls and appointments. Many of those calls and consultations have been without fee. Both Carrol and I know that consultation with you will be an early order of business whenever circumstances of our lives change. We have never felt pressured to retain you for our legal and tax matters, and we do not do business with people who do resort to pressure. It has always been a pleasure to meet with you, even when our problem may have been stressful. Mr. & Mrs. Robert Kirk, San Diego, CA I appreciate his patience to explain each and every question, advice that exceeds the question, and always friendly. Mr. Alfred Rimsa, San Marcos, CA Etta and I have known you for about 4 years. You were recommended by a valued friend of ours who also needed your services. You made up both our trusts, all the necessary amendments, powers of attorney, etc. We visited you about once a year for important changes. We have been more than satisfied. Although you keep us up-to-date, we regularly attend your client-only seminars just to enjoy your presentations. We would not be writing this letter if we didn’t trust in your sincerity and your ability. I, Burt, get a kick in telling you the latest lawyer jokes just to watch your facial expressions. You are a great guy!!! Etta & Burt Fisch, Oceanside, CA Approximately 2 years ago I placed my wife in a convalescent home where she will have to remain for the rest of her life. This caused quite a change in my lifestyle, such as having to liquidate investments, insurance policies, etc. In addition, changes in the title of our home, savings and checking accounts, automobile ownership, and so forth were also accomplished. A Living Trust, Power of Attorney (Financial and Health Care), Last Will and Testament had to be completed. Without the services of my attorney, Jack E. Stephens, this could have been a very frustrating period of time for me. However, his professional expertise and extremely courteous and cheerful services made it easy and extremely satisfying for me during a difficult time. I will always be grateful to him and his secretarial staff for their outstanding services. Thank you all. Mr. John A. Ernst, San Diego, CA Jack Stephens’ legal services are unique! He is clear, concise, patient, unhurried and attentive to every detail. He is a specialist who is a "master of his craft." We expect to continue our exceptionally satisfying relationship for many years into the future. Mr. & Mrs. Frederick J. Littauer, San Marcos, CA E-mail: jes@jackstephens.com 12526 High Bluff Dr.,   Suite 200   San Diego, CA 92130 Telephone: (858) 792-0909    FAX: 858-792-0806