--- 1.0 CLE Credit for AZ,CA,CT,FL,ID,NY,PA,WA
--- trusts, wills & estate planning
--- course production date: 3/17/2015
--- presented by JACOB STEIN
This CLE course focuses on the strategies and solutions used to protect common assets such as houses, bank and brokerage accounts, businesses, professional practices and retirement plans. |
Jacob Stein, Certified Tax Law Specialist and author of numerous books, shares real-life stories and anecdotes, and presents a very practical approach to protecting assets.
The discussion also covers asset protection planning in a troubled economy, focusing on protecting assets from lenders and landlords and how to plan after a lawsuit, a default or an accident.
Key course points are:
• Specific Planning and Structuring Techniques: When and how to implement each structure and for what asset and client.
• Community and Separate Property Assets: The use of business entities and trusts.
• Protecting Assets Before and After Lawsuits: Houses, rental properties, bank accounts, retirement plans.
• Use of Domestic and Foreign Asset Protection Trusts.
• Planning with and for Business Entities: Domestic and foreign corporations, LLCs, limited partnerships.
--- presented by JACOB STEIN
Jacob Stein, Esq. is Managing Partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist, is AV-rated (highest possible rating) by Martindale-Hubbell and has been named “A Super Lawyer” by the Los Angeles Magazine.
Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals with their cross-border business and international tax planning needs.
He is the author of books, dozens of scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine, Volume 3, Issue 3.
Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 50 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner’s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law.