Jack E. Stephens

jack-e-stephens2

Location: San Diego, California
Phone: 858-792-0909
Fax: 858-792-0806
Email: Email Me

Bar Admissions
  • California, 1990

Jack E. Stephens


Principal Owner

Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990, helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. Jack Stephens has been designated as Top Lawyer by San Diego Magazine, Best of the Bar, and Avvo on a consistent basis. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets, and contributed articles to the ContinuingEducation of the Bar of California. Additionally, he has gained endorsement by Kiplinger’s Retirement Report for his book, Avoiding Tax Traps in Your IRA. Jack Stephens has been an active member of the San Diego Estate Planning Council and also a symposium speaker for theNational Academy of Elder Law Attorneys, demonstrating his comprehensive understanding of how Estate Planning and Elder Law are inextricably related.

Jack Stephens is an active church and community member who is involved as an instructor in the Navigators Christian Ministry which serves Marine recruits at Camp Pendleton. He has also been selected as a local and national speaker to educate other attorneys on his expertise and dedicates time to educating individuals through seminars and e-newsletter called Establishing Trust Together on the changing laws and important issues that could affect all Trustees of Trusts.

  • Education

    University of San Diego School of Law, San Diego, California
    LL.M. Masters Degree in Law

    Baylor University School of Law, Waco, Texas
    J.D. Juris Doctorate
    Law Review: Law Review Baylor School of Law

    Louisiana State University (LSU), Baton Rouge, Louisiana
    B.A. Bachelor of Arts
    Major: Political Science/History
    Fraternity: Sigma Alpha Epsilon

  • Published Works

    Living Trust Administration on the Death of a Trustor Part 1-6
    Avoiding Tax Traps In Your IRA, Legalaction Publications
    Tricks and Traps of By-Pass Trusts, Quoted in Kiplinger’s Retirement Reports
    How to Draft Wills and Trusts in California (Contributing Writer), National Business Institute
    California Elder Law (Contributing Writer), Continuing Education of the Bar, California
    Estate Planning for the Terminally Ill (Contributing Writer), Continuing Education of the Bar, California
    Ticking Time Bombs in IRA Planning for Professionals, Aspen Publishers, Inc.
    Estate Planning with IRAs for California Professionals, National Business Institute
    A Family’s Guide for Urgent Estate Planning, Self-Published
    A Checklist for the Trust/Estate Administration, Self-Published

  • Classes/Seminars

    Instructor: Estate Planning, UCSD Extension
    Instructor: Business Law, Mira Costa College

    Elder Law Practice: Addressing Needs of Client, Continuing Education of the California Bar
    Elder Law Basics, Continuing Education of the California Bar
    Elder Law Practice: Addressing Needs of the Older Client, Continuing Education of the California Bar
    Elder Law: Beyond the Basics, Continuing Education of the California Bar
    Estate Planning for the Terminally Ill, Continuing Education of the California Bar
    Trust Administration from Beginning to End

  • Honors and Awards

    San Diego Magazine: Named 2016 Top Lawyer
    AV Preeminent Attorney Rating by Martindell-Hubbell- The Highest Possible Rating in Both Legal Ability & Ethical Standards
    Symposium Speaker for the National Academy of Elder Law Attorneys
    San Diego Magazine: Select Wealth Manager Award
    Published book endorsed by Kiplinger’s Retirement Reports

  • Associations

    Estate Planning Section of the California Bar Association
    National Academy of Elder Law Attorneys
    Trusts and Estates Section of the San Diego County Bar Association
    Estate Planning Council of San Diego, 1995 – Present
    Trusts and Estates Committee of Rady Children’s Hospital
    National Association of Estate Planners and Councils
    Southern Caregivers Resource Center Supporter and Referring Attorney
    Navigators Christian Ministry
    Honorary Deputy Sheriff Association of San Diego County

Testimonials

  • I would recommend Jack Stephens to anyone who needs a friendly and thorough legal adviser.

    Mr. Fineman – November 20, 2018
  • Jack Stephens and his staff are very prompt in getting work completed.

    Ms. Frederick – November 15, 2018
  • Mr. Stephens and his staff are knowledgeable, professional and courteous.

    Mr. and Mrs. Lazear – November 2, 2018
  • The Stephens Law Group is always on the cutting edge of all of the State and Federal laws impacting Estate Planning and Trust Funds, which gives us absolute confidence.

    Mr. and Mrs. Grobe – October 19, 2018
  • Jack and his team are the best! Competent, efficient, easy, thorough, fair fees! I recommend him highly.

    Mr. Huber – September 15, 2018

Certifications

elder law attorney reviews
Background

30 Years+

Experience in Estate Planning & Client Satisfaction

At Stephens Law Group, we offer a free initial consultation for new clients. For the convenience of our disabled clients, we also travel to their homes or nursing facilities.

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