Description

From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will teach you everything you need to know about protecting your assets from plaintiffs and creditors. Mr. Stein, a leading expert in asset protection will cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. In 2010, specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees.

Jacob Stein, Esq.

Mr. Stein is a partner with the law firm Klueger and Stein, LLP, in Los Angeles, California. The firm’s practice is limited to asset protection and sophisticated domestic and international tax planning.

Jacob received his law degree from the University of Southern California, and his Master’s of Law in Taxation from Georgetown University. Mr. Stein has been accredited by the State Bar of California as a Certified Tax Law Specialist, is AV-rated (highest possible rating) by Martindale-Hubbell and has been named A Rising Star by the Los Angeles Magazine.

On a daily basis Mr. Stein assists high net-worth individuals and successful businesses in protecting their assets from plaintiffs and creditors by focusing on properly structuring asset ownership and business structures and operations. Over the course of his career Mr. Stein has represented over a thousand clients, including: officers and directors of Fortune 500 companies; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

Mr. Stein is an author of numerous tax and asset protection articles and technical manuals and a frequent lecturer to various attorney, CPA and other professional groups on topics ranging from asset protection to choice of entity planning, and offshore tax planning to advanced real estate exit strategies. Jacob is an instructor with the California CPA Education Foundation, National Business Institute and Lorman Education Services where he teaches courses on advanced tax planning, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.