Sophisticated Planning for High-Net-Worth Clients WEBCAST

Monday, June 27 8:00am - 4:00pm PDT

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8.0 Credits

Member Price $299.00

Non-Member Price $399.00


When servicing high-net-worth clients, you need to go above and beyond their expectations. This course will help you master what you need to know to develop the appropriate plan to help them reach their goals and build your relationship. We will look at the most relevant subjects to planning for clients, including federal, state and international income tax planning, estate planning, asset protection and offshore holdings. In addition, we will review contemporary planning strategies and examine case studies.


Offshore holdings. Estate taxation. Estate planning. Asset protection planning. Trust planning. Individual, partnership, corporate and international taxation.


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

Designed For

CEOs, accountants and attorneys.


Examine the complexities of offshore holdings. Review estate planning and taxation. Understand the goals and tactics of asset protection planning. Review and examine estate and trust planning. Examine taxation issues for Individual, partnership, corporate and international.






Leader Bios

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.

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Non-Member Price $399.00

Member Price $299.00