Clay Stevens

Clay
R.
Stevens
Director of Strategic Planning

 

Clay has been serving ultra-affluent clients with complex estate planning, income tax, philanthropy, and insurance problems since 1995,  and with Aspiriant since 2004.  Clay has served as the primary estate planning advisor for clients nationwide with a net worth between $10 million and $500 million.  Prior to joining Aspiriant, Clay spent several years as a tax attorney with the Orange County office of Gibson, Dunn & Crutcher and more recently directed the estate and trust services department with myCFO for their Orange County office.

Clay has authored articles in various tax publications and has lectured on many estate planning subjects. Currently, he is an adjunct Professor of Law at Chapman University Law School and teaches a course on Estate Planning and a separate course on Estate Planning for High Net Worth Individuals.

An attorney, Clay received a BA degree in Economics from Occidental College, and earned a master’s degree in Tax Law from New York University School of Law.  Clay received his JD degree from Pepperdine University School of Law, graduating magna cum laude, while serving as an editor on the Pepperdine Law Review.

Articles
The Reverse Defective Grantor Trust
Clay R. Stevens discusses the potential advantages of this new twist on a relatively common estate planning transaction
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