Overview

The only book on asset protection planning specific to California residents. This book is a must read for any Californian who has assets that he wants to keep. Learn how to use limited liability companies, limited partnerships, various trusts, transmutation agreements, sophisticated offshore structures and many other planning tools to protect your home, retirement accounts, investments, rental real estate, business interests, intellectual property and any other asset that is valuable to you. The book focuses largely on California law and planning for California clients, but where appropriate covers the laws of other leading asset protection jurisdictions like Delaware, Nevada, Cook Islands, etc. In addition to the substantive discussion, this book also takes a revealing look at the practical aspects of asset protection. Is it ever too late to plan? Is it safe to place assets offshore? How to pick the right structure for your client? What really works and what does not. Whenever possible, the author relates client case histories and anecdotes to readily illustrate what works and what does not work. The author is a practicing attorney specializing exclusively in asset protection planning, with many years of experience. He has represented over a 1,000 wealthy clients over the course of his career. He shares his extensive experience and knowledge of the law in an easy to read and understand manner.

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9780983978022

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Jacob Stein is a practicing attorney and a partner with the law firm Klueger and Stein, LLP, in Los Angeles, California. The firm's practice is limited to asset protection and sophisticated domestic and international tax planning. Jacob received his law degree from the University of Southern California, and his Master's of Law in Taxation from Georgetown University. Mr. Stein 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 Rising Star by the Los Angeles Magazine. On a daily basis Mr. Stein assists high net-worth individuals and successful businesses in protecting their assets from plaintiffs and creditors by focusing on properly structuring asset ownership and business structures and operations. Over the course of his career Mr. Stein has represented over a thousand clients, including: officers and directors of Fortune 500 companies; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings. Mr. Stein is an author of numerous tax and asset protection articles and technical manuals. He is the author of A Lawyer's Guide to Asset Protection Planning in California, published in September of 2011, the only legal treatise on asset protection specific to California. Mr. Stein is a frequent lecturer to various attorney, CPA and other professional groups on topics ranging from asset protection to choice of entity planning, and offshore tax planning to advanced real estate exit strategies. Jacob is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

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