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Westlake Village - Attorney |
Specialties: Estate Planning - Taxation |
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James StephensAttorney at Law - Law Offices of James D. Stephens.
We provide legal services for middle to high net worth individuals, families, and business owners. Our estate planning and wealth transfer strategies help clients avoid probate, eliminate estate tax liablity, protect assets from creditors, and maximize their legacy to their heirs.
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(805)494-4569
(805)373-9277 Fax
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141 Duesenberg Drive
Westlake Village, CA 91362-3472 -
MAP
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| Profession |
Attorney |
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| Specialty |
Estate Planning - Taxation |
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| Group |
WC1 |
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| Business Name |
Law Offices of James D. Stephens. |
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| Title |
Attorney at Law |
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| Address |
141 Duesenberg Drive
Suite 7B
Westlake Village, CA 91362-3472
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| Work Phone |
(805)494-4569 |
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| Fax |
(805)373-9277 |
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| Web Site |
www.StephensLawGroup.com |
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| Linked In |
View Profile |
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| Member Since |
2/2011
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James D. Stephens is an attorney in Westlake Village, and is designated by the California State Bar Board of Legal Specialization as a Certified Specialist in Estate Planning, Probate and Trust Law. He is a member of the Trusts & Estates section of the California State Bar (1998-2011), a founding member and the Immediate Past President of the Conejo Valley Estate Planning Council, and a current and founding member of the Pepperdine Network of Estate Planning Professionals. He received a B.A. in History from Pepperdine University in 1994, and his Juris Doctorate from Pepperdine School of Law in 1997.
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Estate planning (Will and Trust drafting), probate and trust administration (including court appearances and tax compliance), contested estate matters (litigation), and wealth transfer strategies (e.g., ILITs, Grantor Retained Trusts, Charitable Trusts, etc.)
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Middle to high net worth individuals, families, business owners, and family foundations, with a special emphasis in estate planning for retirement benefits, life insurance, vacation homes, employee benefits, privately owned companies, and family foundations.
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Information Not Available
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| Charities |
National School Safety Center
Foundation 4 Personal Fin. Educ.
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| Graduate Degrees |
J.D., 1997, Pepperdine School of Law
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| College Degrees |
B.A. History, 1994, Pepperdine University
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| License Number |
SBN195148
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