Clay R. Stevens JD, LL.M.
Director of Strategic Planning, Principal

Los Angeles | Director - Strategic Planning | Clay R. Stevens

What do you enjoy most about wealth management?

Working as part of the team to help some great families achieve their wealth planning goals.

What’s the biggest challenge?

Keeping their lives as simple as possible.

What do you love most about being part of Aspiriant?

Working alongside so many great people.

What professional accomplishments are you most proud of?

Helping develop innovative estate planning tools and techniques. Publishing articles on estate planning in the top industry journals.

What quality of yours makes you best suited to do what you do?

My ability to break down complicated situations and explain them to people with varied levels of understanding.

How should people think about their wealth?

As a blanket. It can provide them comfort through cold winters. If it’s large enough, they can share it with their family and favorite charities.

What do you love to do outside of work?

Watch my daughters’ soccer games and theater performances. Golf when I can find the time.

What would you be doing if you weren’t working for Aspiriant?

I might be an estate planning professor.

Career highlights:

  • Graduated near the top of the class at NYU
  • Published several articles in leading estate planning journals
  • Speaking engagements as adjunct law professor teaching advanced estate planning
  • Top AV-rated estate planning attorney from Martindale Hubbel

What was the most influential book you’ve read and why?

Made to Stick helped me focus on breaking material down and explaining it an understandable way.

What personal accomplishments are you most proud of?

Being Chief of my Daughter’s Y-Princess group.

Education

  • LL.M. in Taxation, New York University Law School
  • J.D., Pepperdine University Law School
  • B.A., Occidental College

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.

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