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Jack E Stephens
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Jack E Stephens

Practice areas:

Estate Planning, Elder Law

About Me

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. 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 Continuing Education 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 is an active member of the San Diego Estate Planning Council and also has been a symposium speaker for the National 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 live webinars on the changing laws and important issues that could affect all Trustees of Trusts.

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Languages Spoken: Spanish, Arabic, English

Photos and Videos

309843 1362419911

Practice Areas

Licensed since 1988

  1. Estate Planning: 70%
  2. Elder Law: 30%

Payment

Fees:

Retainer (Always)

Payment Types:

Cash, Check

Attorney Endorsements

7 total 

  • Gayle Mayfield-Venieris

    Jack is an excellent estate planning attorney. My client's that have used his services have been very happy with his work.

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    Gayle Mayfield-Venieris Business Attorney
    Relationship: Fellow lawyer in community

  • Uzzell S Branson

    I've known Mr. Stephens for about 7 years now, and have worked both for him and with him on cases ranging from minor probates to full-blown litigation. He is an excellent estate planner, well versed in tax law, and an honest attorney who is a pleasure to work with. I would trust him to handle a case for a close friend or family member. I also consider him the most knowledgeable person I know when it comes to IRAs. That is a complex and difficult area of law to understand, and I use Mr. Stephens' book as a reference whenever I have an IRA problem.

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    Uzzell Branson Litigation Attorney
    Relationship: Worked together on matter

Contact Info

Resume

License
StateStatusAcquiredUpdated
CAActive198805/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Select Wealth ManagerSan Diego Magazine2013
AV Preeminent Attorney RatingMartindale-Hubbell2013
2013 Top LawyerSan Diego Magazine2013
AV Preeminent Attorney RatingMartindale-Hubbell2012
2011 Top LawyerSan Diego Magazine2011
Select Wealth ManagerSan Diego Magazine2011
AV Preeminent Attorney RatingMartindale-Hubbell2011
AV Preeminent Attorney RatingMartindale-Hubbell2010
AV Preeminent Attorney RatingMartindale-Hubbell2009
AV Preeminent Attorney RatingMartindale-Hubbell2008
AV Preeminent Attorney RatingMartindale-Hubbell2007
AV Preeminent Attorney RatingMartindale-Hubbell2006
AV Preeminent Attorney RatingMartindale-Hubbell2005
AV Preeminent Attorney RatingMartindale-Hubbell2004
AV Preeminent Attorney RatingMartindale-Hubbell2003
AV Preeminent Attorney RatingMartindale-Hubbell2002
AV Preeminent Attorney RatingMartindale-Hubbell2001
AV Preeminent Attorney RatingMartindale-Hubbell2000

Work Experience
TitleCompany NameDuration
OwnerThe Law Offices of Jack E. Stephens, J. D., LL.M.1990 - 2013

Associations
Association NamePosition NameDuration
Trusts and Estates Committee of Rady Children's HospitalAttorney Member2012 - Present
Elder Care Matters AllianceAttorney Member2012 - Present
National Academy of Elder Law AttorneysAttorney Member2002 - Present
Southern Caregivers Resource CenterReferring Attorney1999 - Present
Estate Planning Council of San DiegoAttorney Member1995 - Present
Estate Planning Section of the California Bar AssociationAttorney Member1988 - Present
Trusts and Estates Section of the San Diego Country Bar AssociationAttorney Member1988 - Present
Navigators Christian MinistryVolunteerN/A
National Association of Estate Planners and CouncilsAttorney MemberN/A
Honorary Deputy Sheriff Association of San DiegoHonorary DeputyN/A

Publications
Publication NameTitleDate
Aspen PublishersTicking Time Bombs in IRA Planning for Professionals2000
Legalaction PublicationsAvoiding the Tax Traps In Your IRA1999
Quoted in Kiplinger's Retirement ReportsTricks and Traps of By-Pass Trusts1999
National Business InstituteHow to Draft Wills and Trusts in CaliforniaN/A
California Continuing Education of the Bar (CEB)California Elder LawN/A
National Business InstituteEstate Planning with IRAs for California ProfessionalsN/A
California Continuing Education of the Bar (CEB)Estate Planning for the Terminally IllN/A

Education
School NameMajorDegreeGraduated
Baylor University School of LawLawJD - Juris DoctorN/A
University of San Diego School of LawTaxationLL.M - Master of LawsN/A
Louisiana State UniversityHistory/Political ScienceUndergraduateN/A

Speaking Engagements
Conference NameTitleDate
Elder Law PracticeEstate Planning for the Terminally Ill1997
State Bar of California, Continuing Education of the BarBeyond the Basics1996
Elder Law PracticeAddressing the Needs of a Client1995
Mira Costa College SeminarBusiness Law1993
UCSD ExtensionEstate Planning1990
Symposium SpeakerElder LawN/A