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

Latest Articles

Asset Protection for Doctors

Asset Protection for Doctors

by Jacob Stein Plastic Surgery Products Magazine, February 2007

This article provides a comprehensive overview of asset protection for doctors. It focuses on the most practical asset protection strategies and examines the most commonly used structures. For each asset type, different alternatives are discussed and compared.

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The Importance of Trusts in Asset Protection

The Importance of Trusts in Asset Protection

by Jacob Stein California Trusts and Estates Quarterly, Winter 2007

In this well-received article, Jacob Stein examines the crucial role that trusts play in asset protection and advises on how trusts should be drafted to maximize their asset protection effectiveness. The article also includes a thorough examination of foreign trusts and recent cases in that arena.

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A Practical Take on Charging Orders

A Practical Take on Charging Orders

by Jacob Stein RIA, Business Entities Magazine, September/October 2006

One of the most comprehensive articles ever written on charging orders. The article examines charging order history, variances in state laws, uniform laws and various concerns.

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Advanced Asset Protection and Tax Planning with LLCs

Advanced Asset Protection and Tax Planning with LLCs

by Jacob Stein Los Angeles Lawyer, June 2006

In this exhaustive article, Jacob Stein examines such issues as LLC charging orders, series LLCs, foreign LLC structures, drafting issues and tax planning concerns. This article is an exhaustive reference on many LLC issues.

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Planning With LLCs

Planning With LLCs

by Jacob Stein California CPA, August 2005

From the time limited liability companies came into prominence, practitioners have been working to maximize their asset protection, business flexibility and tax advantages, among other benefits.

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Tax-Free Exchanges and Fractional Interests: TICs, Tax, Go!

Tax-Free Exchanges and Fractional Interests: TICs, Tax, Go!

by Jacob Stein Orange County Lawyer, August 2003

Jack was fast approaching his "golden" years, and following the advice of his attorney/CPA/financial planner was looking to diversify his only asset, a 30,000 square-foot shopping center. Having made his living off real estate, Jack was not interested in pork belly futures, blue-chip stocks or aircraft leases; hewas looking to diversify into real estate.

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