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The State of the Art in Asset Protection

SKU: EST300

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General Credits

1.75

Price$100

Online Access
Smartphone
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CDs/DVDs

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Description

Explore the most advanced asset protection techniques currently used. This fascinating CLE program will address sales to intentionally defective grantor trusts, offshore trusts, offshore banking and Swiss annuities and much more. Jacob Stein, a leading expert in asset protection discusses a variety of tools and strategies that you can employ in order to help preserve wealth for your clients. Mr. Stein will also review how recent legislation affects your planning strategies.

Lecturer Bios

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.

Accreditation and CLE Rules for Tennessee

The State of the Art in Asset Protection

Description

Lecturer Bios

Jacob Stein, Esq.

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