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Jack E. Stephens Blog

Does the Trust Die with the Decedent?
November 1, 2017

Successor Trustee Successor Trustee – We have had numerous calls by Successor Trustees after a parent/client dies. The Successor Trustee (usually the…

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IRAs Now a Creditor Target
October 11, 2017

Inherited IRA In light of the recent U.S. Supreme Court case of Clark v. Rameker, creditors will begin to zero in…

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The Importance of Family Care Contracts
September 20, 2017

Family Care Contracts: Many can agree that the best people to take care of our loved ones are the ones closest…

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U.S. v. Harris
August 23, 2017

In a recent case that reached the United States Ninth Circuit Court of Appeals, the Court ruled that assets in Third-Party…

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Court Action To The Rescue
August 9, 2017

It is rare when I feel that Court action is necessary for estate planning objectives, but this is one instance when…

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Trust Protector Provisions – Frequently Asked Questions
June 2, 2017

1. What are Trust Protector Provisions? Trust Protector Provisions are optional provisions that can be included in your Trust. I created…

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Perpetuating “Conflict of Interest” by Financial Companies – Revisited
February 9, 2017

Note: Please see my blog posted On August 1, 2016 for original article. President Trump signed an executive order which will…

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Your Living Trust is a Private, Confidential Document
January 19, 2017

Under California Law, your Living Trust is a private document. Unlike a Will, the Living Trust is not filed and made…

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NEW Medi-Cal Laws
January 12, 2017

Effective January 1, 2017 Medi-Cal Recovery (SB 833) For Medi-Cal recipients who die on or after January 1, 2017, there are…

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Utilize a Living Trust as Asset Protection from Medi-Cal Claims
September 14, 2016

In a new law to go into effect January 1, 2017, a Living Trust may be utilized to protect assets from…

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