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.
With the retirement of partner, Robert Klueger, Esq., the firm will no longer be known as Klueger & Stein, LLP and has merged to become Aliant, LLP.
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.
Here are the most commonly used structures in asset protection. Click each to learn more.