by Jacob Stein | Nov 9, 2012 | Attorney Blogs, Blog
With Democrats retaining control of the White House and of the Senate it is very unlikely that there will be an extension of the current $5 million exemption for transferring assets to children by gift or on death. On January 1, 2013 the exemption drops to $1 million...
by Jacob Stein | Jan 9, 2012 | Attorney Blogs, Blog
The Internal Revenue Service today reopened the offshore voluntary disclosure program to help people hiding offshore accounts get current with their taxes and announced the collection of more than $4.4 billion so far from the two previous international programs. The...
by Jacob Stein | Oct 24, 2011 | Attorney Blogs, Blog
There is a rumor going round that the Swiss banks may enter into a sweeping settlement with the U.S. government to settle civil claims. The banks will hand over names of thousands of U.S. clients and pay billions of dollars. The settlement will not cover criminal...
by Jacob Stein | Sep 22, 2011 | Attorney Blogs, Blog
Press Release Los Angeles, CA, September 22, 2011 – Over the past decade attorney Jacob Stein has represented over one thousand clients seeking to protect their assets from claims of creditors. During the same time Mr. Stein taught several hundred seminars, educating...
by Jacob Stein | Sep 21, 2011 | Attorney Blogs, Blog
The U.S. government is requesting information on American account holders from several more Swiss banks. These banks include the giant Credit Suisse, as well as HSBC, Julius Baer Group Ltd., Wegelin & Co., Basler Kantonalbank and Zuercher Kantonalbank. These banks...
by Jacob Stein | Aug 2, 2011 | Attorney Blogs, Blog
A corporate trustee is a bank or a licensed trust company that provides trustee services on a professional basis. A corporate trustee may be as large as the trust department of Bank of America or the Northern Trust Company, or a little organization you have never...
