Stephen J. Livens
Managing Partner
Location:
Bedford (Fort Worth), Texas
Phone:
817-545-3425
800-569-2663 (Toll Free)
800-569-2663 (Toll Free)
Fax:
817-545-9847
Email:
My name is Stephen Livens. I have authored three books on estate planning; "Love, Money and Control", "Generations"-Planning Your Legacy and "Ways and Means" - Understanding Retirement Plans. I have created the Wealth Planning Center to focus on one thing, improving the quality of life for our clients through educational workshops and newsletters. We concentrate on reducing the worry of outliving your income. Our professionals have helped hundreds of clients achieve peace of mind and improved their quality of life by taking uncertainty out of the equation.
Areas of Practice
- Elder Law
- Estate Planning
- Probate & Estate Administration
- Trusts
- Medicaid
- Wills
Certified Legal Specialties
- Certified Public Accountant, State of Texas, 1982
Bar Admissions
- Texas, 1987
- U.S. District Court Northern District of Texas, 1990
Education
- Southern Methodist University School of Law, Dallas, Texas - 1987
- Drake University
- Masters in Business Administration - 1979
- University of Wisconsin
- Bachelor of Science - 1974
- Major: Business and Economics
Published Works
- Estate Planning Overview
- Special Needs Trusts
- Austin Estate Planning Overview
- Elder Law
- Medicaid Qualifications
Classes/Seminars
- Medicaid Planning Seminar
- Special Needs Trust Seminar
- IRA Inheritor's Trust Seminar
- Estate Planning Seminar
- Veteran's Aid & Attendance Benefits Seminar
Ancillary Businesses
- Medicaid Planning Seminar
- Special Needs Trust Seminar
- IRA Inheritor's Trust Seminar
- Estate Planning Seminar (Generic)
- Veterans Aid and Attendance Benefits Seminar
