Safeguarding assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Planning skills for specific creditors, such as plaintiffs’ attorneys and lenders holding personal guarantees. Learn techniques to protect common assets, including homes, bank and brokerage accounts, businesses. professional practices and retirement plans. An extensive focus on the practical aspects of planning. What works and what doesn’t. Especially the implementation of last-minute planning. Case studies illustrating the effectiveness of various structures.
Planning aspects. Legal theories. Protecting assets. Planning before and after lawsuits. Using business entities, including domestic and foreign corporations, LLCs and LPs. Planning for married couples and community property. Picking correct entities and jurisdictions. Domestic and foreign asset protection trusts.
Basic knowledge of business entities, income, estate and gift taxes.
CPAs, attorneys, financial planners, real estate investors and business owners.
Identify specific planning and structuring techniques. Recall underlying substantive law and its practical application. Determine how and when to implement each structure and for what type of asset and client. Recognize community and separate property assets and the use of business entities, trusts, equity strips, installment sales to insiders, etc.
Jacob Stein, Esq. is a partner with the law firm Klueger and Stein, LLP, in Los Angeles, California. The firm’s practice is limited to asset protection, domestic and international tax planning, and structuring complex business transactions.
Mr. Stein received his law degree from the University of Southern California, and his Master’s of Law in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist and is AV-rated (highest possible rating) by Martindale-Hubbell.
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. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.
Non-Member Price $109.00
Member Price $79.00