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Jack E. Stephens Blog

Powers of Attorney Update
September 6, 2016

Time and time again we see cases of inadequate powers of attorney which fail to provide sufficient authority to act. These…

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Perpetuating “Conflict of Interest” by Financial Companies
August 1, 2016

As a member of the National Academy of Elder Law Attorneys (NAELA), we were alerted to a new regulatory law being…

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Contractual Theft
August 1, 2016

As indicated in an article I wrote on May 3, 2016 regarding the withholding of death benefits by insurance companies, there…

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Wills May Create Scam Targets
June 9, 2016

Unlike Living Trusts, all Wills must be filed in California. Wills not only identify beneficiaries, but also the assets and property…

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Living Trust Schedules of Assets Ultimately Important
May 3, 2016

If you saw 60 Minutes on CBS Sunday night you had to be astounded by the absolute greed and thievery of…

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New California Law: Transfer on Death (TOD) Deed
April 4, 2016

New California Law: Transfer on Death (TOD) Deed  ALERT: New California Law Avoiding Living Trust Arrangements Could Cause More Attorney Fees…

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Why Living Trusts are Failing in California
October 27, 2015

Have you ever heard of a situation in which a son or daughter lost their inheritance in a divorce, lawsuit or…

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Living Trust and Estate Planning Hypothets Based on Actual Family Issues
September 29, 2015

Estate Planning with Minor Children: Mick and Mona have 3 minor children ages 12, 10 and 8. Mick and Mona have…

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Why Estate Planning With A Living Trust Is Critical For Minor Children
March 31, 2015

Talk about a costly minefield for young adults- failing to utilize a Living Trust in California. It happens quite frequently because…

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Pet Trusts in California
February 20, 2015

I. Authority for Pet Trusts in California – Probate Code Section 15212 The Code Provision authorizes the following: Funds to benefit…

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