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Jack E. Stephens Blog

Natural Death
December 4, 2018

The following represents excerpts from the book, Dying to Know by Tani Bahti and my view and comments on the particular…

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Living Trust v. Financial DPA
November 13, 2018

Living Trust v. Financial DPA Roles of the Fiduciaries If you are reading this, there is a good chance you already…

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It’s Late in the 4th Quarter and I’m out of Timeouts.
October 30, 2018

“It’s Late in the 4th Quarter and I’m out of Timeouts.” This is a statement made to me by one of…

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Essential Trust Provisions: Heggstad
August 28, 2018

Unbeknownst to many, a necessary step in creating your Living Trust agreement is funding the Trust. You can create a Living Trust,…

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Client Confusion – “Who Does What In Which Documents”
August 23, 2018

I was involved in a consultation with a potential new Living Trust client the other day which has prompted me to…

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A-B Trusts from Dr. Jeckyl to Mr. Hyde – Tax Issues for the Children
July 23, 2018

Tax Issues for the Children Problem: If you have an A-B Trust which mandates the division of the Trust estate on…

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Living Trust Catastrophes – Part 2
June 18, 2018

The Living Trust Advisory Newsletter – Part 2 A Series of Articles on Living Trust Catastrophes (As Seen by an Experienced…

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Living Trust Catastrophes – Part 1
June 18, 2018

The Living Trust Advisory Newsletter – Part 1 A Series of Articles on Living Trust Catastrophes (As Seen by an Experienced…

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Estate Planning and Divorce
March 19, 2018

Estate Planning and Divorce – Clients contemplating divorce need to consider revision of their estate plans. Dissolving a marriage often renders…

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Financial Durable Powers of Attorney: Potential Opportunity for Theft
December 13, 2017

Financial Durable Powers of Attorney – We all need well drafted financial powers of attorney for potential incapacity. But your agent…

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