Jeffrey Paul Stephens

Logo Icon GVM Law Practice Areas Team Offices News Online Payments Practice Areas Business Law Litigation Real Estate Law Taxation Law Trust and Estate Law Wine Law Team Offices News Online Payments [email protected] 916.789.3900 Jeffrey Stephens Partner Jeffs practice is primarily focused on tax and estate planning for high net worth individuals, particularly business owners and agriculture families. He advises clients in creating plans to preserve important family assets and minimize taxes. Jeff is a partner in GVMs Trust, Probate and Estate Planning Department and is a certified specialist in Estate Planning, Trusts, and Probate law by the State Bar of California. He is a former member of the Estate and Gift Tax Committee for the Taxation Section of the State Bar of California. He has enjoyed speaking on the subject of estate planning, tax, and business succession for the State Bar of Californias Annual Estate and Gift Tax Conference, the Continuing Education of the Bar (CEB), the Cal CPA Education Foundation, and in-house presentations at banks, accounting firms, and professional associations. Jeff serves on the board of the South Placer Estate Planning Council and is an active member of the J. Reuben Clark Law Society, the Sacramento Professional Advisors Network, and the Placer County Bar Association. He is a former member of the Estate and Gift Tax Committee for the Taxation Section of the State Bar of California previously served on the board of the Napa County Library Foundation and for Mollys Angels of Napa County. The balance of Jeffs practice is devoted to trust administration, probate, estate and gift tax returns, property taxes, and helping clients with basic estate plans. Education UCLA School of Law, Los Angeles, California - J. D., 2009 (Tax Specialization) Brigham Young University, Provo, Utah - B. S., Business Management-Finance, 2006 Honors & Awards UCLA School of Law - Moot Court Honors Program, 2008 Professional Affiliations South Placer Estate Planning Council - Board Member Sacramento Professional Advisors Network Placer County Bar Association Sacramento Estate Planning Council J. Reuben Clark Law Society Bar Memberships California - 2009 Areas of Practice Estate Planning and Business Succession Irrevocable Grantor Trusts Retained Interest Trusts (GRAT, QPRT, CRT) Tax Planning (Estate, Gift, GST, Income, and Property tax) Business Entities Basic Estate Planning Trust Administration 707-252-9000 [email protected] Napa 1000 Main St #300, Napa, CA 94559 707-252-9000 M-F 8:30am-5:00pm Roseville 2540 Douglas Blvd. #100, Roseville, CA 95661 707-252-9000 M-F 8:30am-5:00pm Fairfield 5030 Business Center Drive, Suite 280, Fairfield, CA 94534 707-252-9000 M-F 8:30am-5:00pm Careers Terms and Policies 2025. All Rights Reserved. GVM Law, LLP, 1000 Main Street, Suite 300, Napa, CA, 94559, United States. Site by designthis!