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Jack Stephens

Jack Stephens

Stephens Law Group
  • Estate Planning, Tax Law, Elder Law
  • California
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Claimed Lawyer ProfileSocial Media
Summary

Principal Owner
Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990, helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. Jack Stephens has been designated as Top Lawyer by San Diego Magazine, Best of the Bar, and Avvo on a consistent basis. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets, and contributed articles to the ContinuingEducation of the Bar of California. Additionally, he has gained endorsement by Kiplinger’s Retirement Report for his book, Avoiding Tax Traps in Your IRA.

Jack Stephens has been an active member of the San Diego Estate Planning Council and also a symposium speaker for theNational Academy of Elder Law Attorneys, demonstrating his comprehensive understanding of how Estate Planning and Elder Law are inextricably related.

Jack Stephens is an active church and community member who is involved as an instructor in the Navigators Christian Ministry which serves Marine recruits at Camp Pendleton. He has also been selected as a local and national speaker to educate other attorneys on his expertise and dedicates time to educating individuals through seminars and e-newsletter called Establishing Trust Together on the changing laws and important issues that could affect all Trustees of Trusts.

Education
University of San Diego School of Law
LL.M. | Masters Degree in Law
Louisiana State University - Baton Rouge
B.A. | B.A. Bachelor of Arts Major: Political Science/History
Fraternity: Sigma Alpha Epsilon
Baylor Law School
J.D. | Juris Doctorate
Professional Experience
Principal Owner
Stephens Law Group
Current
Publications
Articles & Publications
A Checklist for the Trust/Estate Administration
Self-Published
A Family’s Guide for Urgent Estate Planning
Self-Published
Avoiding Tax Traps In Your IRA
Legalaction Publications
California Elder Law (Contributing Writer)
Continuing Education of the Bar, California
Estate Planning for the Terminally Ill (Contributing Writer),
Continuing Education of the Bar, California
How to Draft Wills and Trusts in California (Contributing Writer),
National Business Institute
Living Trust Administration on the Death of a Trustor Part 1-6
Ticking Time Bombs in IRA Planning for Professionals
Aspen Publishers, Inc.
Tricks and Traps of By-Pass Trusts
Quoted in Kiplinger’s Retirement Reports
Speaking Engagements
Instructor, Estate Planning
UCSD Extension
Instructor, Business Law
UCSD Extension
Awards
AV Preeminent Attorney Rating by Martindell-Hubbell- The Highest Possible Rating in Both Legal Ability & Ethical Standards
Martindell-Hubbell
Named 2014-2017 Top Lawyer
San Diego Magazine:
Symposium Speaker for the National Academy of Elder Law Attorneys
National Academy
Select Wealth Manager Award
San Diego Magazine
Professional Associations
California State Bar # 133330
Member
- Current
Jurisdictions Admitted to Practice
California
Fees
  • Free Consultation
    Contact us for a FREE initial consultation
  • Credit Cards Accepted
Practice Areas
  • Estate Planning
  • Tax Law
  • Elder Law
Languages
  • English: Spoken, Written
Social Media
Websites & Blogs
Website
Blog
Stephens Law Group - Blog
Contact & Map
12526 High Bluff Dr.
Suite 200
San Diego, CA 92130
USA
Telephone: (858) 250-0197
Fax: (858) 792-0806