Retirement Form Trumps Will or Trust
August 5, 2014If you like gambling with cards, don’t carry that over to your designated IRA or Retirement fund beneficiaries. We all know…
Read MoreLiving Trust Administration on the Death of a Trustor Part 6
July 28, 2014The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…
Read MoreLiving Trust Administration on the Death of a Trustor Part 5
July 23, 2014The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…
Read MoreLiving Trust Administration on the Death of a Trustor Part 4
June 23, 2014The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…
Read MoreLiving Trust Administration on the Death of a Trustor Part 3
June 11, 2014The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…
Read MoreLiving Trust Administration on the Death of a Trustor Part 2
May 21, 2014The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the administration…
Read MoreLiving Trust Administration on the Death of a Trustor Part 1
May 12, 2014The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the admistration…
Read MoreEstate Planning and Incapacity
October 22, 2013Believe it or not, most people are more reluctant to plan for incapacity than death. More individuals can accept death but…
Read MoreEstate Planning with Durable Powers of Attorney
October 3, 2013Many clients are confused regarding the use of Durable Powers of Attorney in their Estate Plan. In California we have two…
Read MoreEstate Planning with Protective Inheritance Trust (PIT) Provisions
September 26, 2013Okay, 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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