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Jack E. Stephens Blog

Legally NEGATING Capital Gains Tax In the Trust Estate
March 18, 2013

As we all know, capital gain is derived from the appreciation of assets. All of us hope our homes and other…

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Client Alert! Notifying The DMV
October 11, 2012

If you are acting as an agent under a Healthcare Durable Power of Attorney (DPA) or Advanced Health Care Directive (AHCD),…

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UDPA Changes In The Law
October 11, 2012

1) Uniform Durable Powers of Attorney (UDPA) Changes in California Law The following are recent legislative changes under the Uniform Statutory…

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Client Alert!! Filial Support Laws Beginning To Groundswell
July 25, 2012

Pull up a chair, you’re gonna need it. North Dakota has now actively joined the ranks of states who are resurrecting…

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Financial Tricks And Traps In VA And Medical Planning With Trusts And Annuities
July 20, 2012

Part 1 The VA pension benefits for vets and spouses are a valuable source of funding for assisted living and home…

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The Necessity Of A Living Trust Review
April 17, 2012

Life changes. Times change. People change. Law changes. Because of these realistic facts, our documents must be updated. The child initially…

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Utilizing Trusts As IRA Beneficiaries – Avoiding The Tax Traps
March 13, 2012

The IRS has become more stringent on Trusts as beneficiaries of IRAs in allowing payouts over a beneficiary’s life expectancy. If…

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Tax Attorney’s Tips To Minimize Taxes
January 1, 2012

Capital Gains Tax on Appreciated Assets Although the housing market has declined or leveled off for most of San Diego County,…

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Take Control Of Your Home With A Living Trust
October 1, 2011

Many people believe that Living Trusts are only for the wealthy and “Trust fund” children/grandchildren. Living Trusts can be designed for…

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Transmutation Agreement Updates
January 1, 2009

We Must update all Transmutation Agreements for updated assets and portfolios. If you have signed a Transmutation Agreement, send us a…

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