--- trusts, wills & estate planning - trusts
--- course production date: 3/20/2019
--- presented by JACOB STEIN

This course takes a deeper look at the use of trusts. Going beyond the traditional estate planning, we examine how to creatively exploit irrevocable trusts, use trusts to minimize estate taxes, protect assets, and engage in creative domestic and offshore planning transactions.

Particular attention is devoted to keeping control over assets placed in an irrevocable trust using trust protectors and other drafting options.

Key course points are:

• Attendees will gain a deeper understanding of the different types of trusts.
• Attendees will learn creative strategies in planning.
• Gain a deep understanding of Irrevocable trusts and how to maintain control.
• How to Use trusts to effectively protect assets.
• Best strategies in using Offshore trusts.

--- 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.