Sophisticated Planning for High-Net-Worth Clients WEBCAST

Thursday, January 20 8:00am - 3:30pm PST

Add to Calendar

Your Desk

8.0 Credits

Member Price $289.00

Non-Member Price $389.00


An aggregation of different subjects relevant to planning for high net worth clients-federal, state and international income tax planning, estate planning, estate tax planning, asset protection and offshore holdings. Review a number of contemporary planning strategies. Examine case studies.


Income taxation-including individual, partnership, corporate and international. Estate taxation. Estate planning. Asset protection planning. Trust planning.


A general understanding of income and estate tax rules is helpful but not mandatory.

Designed For

CEOs, accountants and attorneys.


To challenge, provoke and educate.







Jacob Stein

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.

Return to Top

Non-Member Price $389.00

Member Price $289.00