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Download in-depth, expert articles by Jacob Stein on relevant asset protection and tax planning topics

Latest Articles

Jacob Stein Published in The Daily Journal

Jacob Stein Published in The Daily Journal

by Jacob Stein Daily Journal, December 2010

The Emotional Consequences of Asset Protection
This year has been an emotional rollercoaster for our clients. As asset protection attorneys, we represent a great many people facing financial adversity. Our clients often come to us in a very depressed and disturbed state of mind. It is hard not to get emotionally involved in their problems…

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Jacob Stein Interviewed by Robb Report

Jacob Stein Interviewed by Robb Report

by RobbReport RobbReport.com, September 2010

RobbReport.com speaks with asset protection specialist Jacob Stein, Esq. of Klueger & Stein, LLP in Los Angeles about the importance of protecting valuable assets, such as your private residence, rental real estate, investments and retirement plans.

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McCourt Divorce Shines A Light on Asset Protection

McCourt Divorce Shines A Light on Asset Protection

by Jacob Stein Los Angeles Daily Journal, September 2010

Asset protection has significantly gained in prominence over the past few years. The declining fortunes of real estate developers and investors facing personal guarantee calls, coupled with business owners teetering on the verge of bankruptcy, resulted in a boom for this industry.

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Asset Protection May Risk Fraudulent Transfer Violations

Asset Protection May Risk Fraudulent Transfer Violations

by Jacob Stein Estate Planning, August 2010

Last-minute asset protection planning can frequently run afoul of the fraudulent transfer laws. This article will help advisors determine when a transfer may be "fraudulent" and what would be the likely consequences of such a transfer to the client and to the attorney.

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Alleged Madoff Victims May be Vulnerable to Other Victims’ Claims

Alleged Madoff Victims May be Vulnerable to Other Victims’ Claims

by Carol J. Williams Los Angeles Times, February 2009

When contemplating a plan for asset protection, practitioners and their clients often focus on the most exotic approaches, such as foreign and domestic trusts, transmutation agreements, and limited liability companies. Indeed, they often overlook the fundamentals of asset protection, including exempt assets-those that cannot be seized by creditors because they are exempt under federal or state law. Any asset protection plan should begin with an inventory of the client's exempt assets, which should in turn lead to an inquiry whether the client's nonexempt assets can be converted into exempt assets.

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Tilting at Windmills

Tilting at Windmills

by Jacob Stein Business Entities, May/June 2008

California's Treatment of A Foreign Jurisdiction's Series LLCs.

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California Registration Requirements for Foreign LLCs

California Registration Requirements for Foreign LLCs

by Jacob Stein California Tax Lawyer, Summer 2008

The question of California registration comes up often when foreign limited liability companies are used as holding companies for California legal entities, or own passive assets in California like bank accounts and non-income producing real estate.

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Legal Strategies to Protect Your Properties

Legal Strategies to Protect Your Properties

by Jacob Stein Real Estate Investor, October 2007

Most plaintiffs and creditors simply give up the chase when confronted with an asset protection structure.

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Asset Protection as a Line of Defense

Asset Protection as a Line of Defense

by Jacob Stein Real Estate Southern California, September 2007

Developers and investors will always be targets of lawsuits. The only way to change that is by removing a plaintiff's financial motivation.

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Asset Protection for Orthodontists

Asset Protection for Orthodontists

by Jacob Stein OrthodontlcProductsOnline.com, April/May 2007

Although orthodontists represent only 7% of all dentists in the United States, they face a disproportionately large number of malpractice lawsuits. This is true for anyone in the medical field who performs a large number of procedures.

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