Protecting your client’s assets is not always a guarantee … but it’s a better option than doing nothing and watching your client lose everything. Join one of the nation's leading experts on asset protection, Los Angeles attorney Jacob Stein, as he provides a comprehensive overview on protecting your client’s assets and property.
Mr. Stein covers specific planning strategies and solutions designed to protect specific assets common to all clients – houses, bank & brokerage accounts, rental real estate, businesses and professional practices and retirement plans. The main areas addressed include the goal of asset protection, the typical case, fraudulent transfers, asset planning in the context of marriage, choosing the appropriate business entity and the use of trusts in asset protection. Further topics addressed include practical goals & limitations of asset protection, practical implications for planning, choosing the right structure, understanding fraudulent transfers, badges of fraud, corporations, community property, separate property, transmutation agreements, LLCs, limited partnerships, living trusts, irrevocable trusts and foreign trusts.
Mr. Stein is one of the nation's leading experts on asset protection and is one of California’s best known attorneys, teaching dozens of legal seminars each year on the subjects of asset protection and advanced tax planning. He is a Certified Tax Law Specialist and is AV rated by Martindale-Hubbell. Mr. Stein is the author of numerous articles on asset protection and tax planning, and is the author of Asset Protection Planning (Education Foundation, 2009) and Advanced Tax Planning Techniques (Education Foundation, 2009). He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program, and has been an instructor with the California CPA Education Foundation and National Business Institute for many years. He is also a frequent guest speaker at various Bar, Estate Planning Council and CPA group meetings. Mr. Stein is admitted to practice in California and before the United States Tax Court.
Practice Areas: Business Law | Criminal Law | Family Law | Intellectual Property | Litigation | Personal Injury | Real Property | Trusts and Estates | Bankruptcy | Taxation
State Accreditations: California (CA)