Your favorite 97 year-old client calls you in a panic. She got into a little fender bender last week on the way to bingo and now her “friend” is suing her. She wants to know if there’s any way to protect her one asset – the family home she’s lived in for 79 years.
In this CLE course, Jacob Stein will teach you how to protect your client’s assets from creditors. Jacob will mainly cover specific asset planning strategies & solutions, myths about asset protection planning and commonly used asset protection structures. Further topics discussed: personal guarantee cases, the timing of asset protection, the “Home Depot” method of hiding assets, the overall goal of asset protection, LLCs & LLPs, irrevocable trusts, trust protectors and offshore structures. When you are finished with this course you will know various ways — from simple to sophisticated – to protect assets common to all clients: houses, bank & brokerage accounts, rental real estate, businesses & professional practices and retirement plans.
Jacob Stein is a partner with the law firm Aliant, LLP, in Los Angeles, California. A prolific writer and speaker, Mr. Stein has represented over a thousand clients, from Forbes 400 families to Internet entrepreneurs. He focuses on asset & income protection, in addition to International Tax issues.