Download in-depth, expert articles by Jacob Stein on relevant asset protection and tax planning topics
by Jacob Stein Estate Planning, June 2011
Jacob Stein's latest article puts a radical and new twist on asset protection planning. Taking an honest and practical approach, the article delves beyond mere legalities and explores how asset protection really works in practice.
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…
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.
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.
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.
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.
by Jacob Stein Business Entities, May/June 2008
California's Treatment of A Foreign Jurisdiction's Series 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.
by Jacob Stein Real Estate Investor, October 2007
Most plaintiffs and creditors simply give up the chase when confronted with an asset protection structure.
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.
Here are the most commonly used structures in asset protection. Click each to learn more.