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Jack E. Stephens Blog

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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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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