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Jack E. Stephens Blog

Retirement Form Trumps Will or Trust
August 5, 2014

If you like gambling with cards, don’t carry that over to your designated IRA or Retirement fund beneficiaries. We all know…

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Living Trust Administration on the Death of a Trustor Part 6
July 28, 2014

The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…

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Living Trust Administration on the Death of a Trustor Part 5
July 23, 2014

The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…

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Living Trust Administration on the Death of a Trustor Part 4
June 23, 2014

The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…

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Living Trust Administration on the Death of a Trustor Part 3
June 11, 2014

The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…

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Living Trust Administration on the Death of a Trustor Part 2
May 21, 2014

The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…

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Living Trust Administration on the Death of a Trustor Part 1
May 12, 2014

The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the admistration…

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Estate Planning and Incapacity
October 22, 2013

Believe it or not, most people are more reluctant to plan for incapacity than death. More individuals can accept death but…

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Estate Planning with Durable Powers of Attorney
October 3, 2013

Many clients are confused regarding the use of Durable Powers of Attorney in their Estate Plan. In California we have two…

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Estate Planning with Protective Inheritance Trust (PIT) Provisions
September 26, 2013

Okay, you’ve got a child who doesn’t understand marriage and is twice-divorced; a child who attracts lawsuits like teenage groupies to…

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