Over the past 20 years we have been providing asset protection advice to clients in the United States and around the world. We have completed over 3,000 transactions and developed a reputation for aggressively defending our clients’ assets. We do not believe in cookie-cutter solutions and each asset protection plan we develop and implement is custom tailored for each client.
Jacob Stein
Attorney
Jacob Stein specializes in complex asset protection and tax planning (U.S. and international). Over the course of his career Mr. Stein has represented a variety of clients with a net worth ranging from $500,000 to $2 billion such as officers and directors of Fortune 500 companies, high-profile real estate developers, investors, entrepreneurs, small business owners, physicians and individuals facing financial adversity.
He is the author of numerous books, scholarly articles and technical manuals. His books include: A Lawyer’s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California. Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 50 seminars per year. His presentation topics include asset protection and trust law, advanced tax planning and structuring international business transactions. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.
HASMIK STEPANYAN
Attorney
Hasmik is an attorney with Aliant’s Los Angeles headquarters office. Her high-level attention to detail, coupled with her congenial demanor, make her invaluable to our team. Hasmik manages the drafting of legal documentation to help clients achieve their estate planning and asset protection goals, while also guiding client’s to ensure they understand the transaction we put in place. She has been providing asset protection, estate planning, and transactional business legal services for over a decade, while working her way through law school. In her free time, Hasmik enjoys spending time with her family and friends in Los Angeles, where she was born and raised.
OUR APPROACH
There is no right or wrong way to protect assets, and there are approximately two dozen frequently used structures. We will choose an appropriate structure after we analyze the types of assets that must be protected, the aggressiveness and intelligence of the creditor and their attorney, our client’s desire for peace of mind, the timing of the planning, available state and federal exemptions and certain other factors.
The structures we use may range from simple domestic LLCs and irrevocable trusts to complex offshore structures not used by any other law firm. All of the documents we draft have been refined over many years and hard experiences, and are among the best on the market. Even a simple limited liability company utilizes an operating agreement that affords various forms of additional protection for assets not otherwise available under state law.
We have extensive experience protecting assets from claims of various federal agencies (including the FTC, the FDA, the SEC and the IRS), state tax authorities, lenders and landlords holding personal guarantees, counter-parties in automobile accidents, professionals facing malpractice claims, litigants in high stakes cases and many more.
Our clients range from small business owners and real estate investors with a net worth as low as $1 million, to Silicone Valley entrepreneurs and foreign investors with a net worth of over $1 billion. We believe that whatever assets you have, you should be able to keep, and we will help you do that.
When designing an offshore structure, we call on our international network of connections, developed over the many years of practice. Our clients have multiple choices of jurisdictions for foreign trusts, offshore LLCs and offshore bank and investment accounts. For clients who would like to first meet their offshore service providers we can arrange appropriate meetings.
Our lawyers have taught hundreds of seminars around the world, written books and dozens of articles, drafted trust laws in asset protection jurisdictions, developed form trusts for offshore trust companies and have offered peace of mind to hundreds of clients.
We encourage you to call us or fill out the contact form on this website. All website inquiries are promptly answered. Please provide a very brief outline of why you need asset protection, and a description of the assets that need to be protected and their approximate value. We look forward to speaking with you.
We wrote the book on asset protection. Literally.
A Lawyer’s Guide to Asset Protection Planning is a practical take on protecting your clients’ assets. The only legal treatise on asset protection planning specific to California!
An in-depth discussion of law, legal theory and the practicalities of implementing asset protection. The book is full of real-world client anecdotes and practical takeaways.
The book is available in print and kindle format here.
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