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April 14, 2022 — MCLE Luncheon via Zoom — Jacob Stein, Esq.

April 14 @ 12:00 pm - 1:00 pm

Jacob Stein, Esq.
Jacob Stein, Esq.We are very pleased to welcome as our speaker for this event:
Jacob Stein, Esq.
Managing Partner of Aliant, LLP


Thursday, April 14, 2022
12:00 pm via
Zoom meeting


We are very pleased to have JACOB STEIN, Esq., Managing Partner of Aliant, LLP, return as our April Speaker. Mr. Stein, whose practice focus is International Taxation, Business Transactions, and Asset Protection, will present the program, Asset Protection.

Mr. Stein’s knowledge of and insights into this practice area are in-depth and detailed; and both scholarly and pragmatic.  We are fortunate to have him return to provide current information on this subject, in which he will discuss:

    –    how to protect assets from lawsuits, government agencies, and personal guarantees;
    –    how to approach “last minute” asset protection planning:
    –    a pragmatic take on voidable conveyances, irrevocable trusts and offshore structures;
    –    how to use trust protectors to retain control of assets

The program will provide 1.0 hr general CLE credit.


Information about Jacob Stein, Esq.:

Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in international tax planning, creative business and private wealth transactions, and asset protection. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He is ranked in the Chambers and Partners High Net Worth Guide, holds an AV-rating from Martindale-Hubbell®, has been named a A Super Lawyer® by the Los Angeles Magazine for over ten years, and is listed in the top 1% of ‘America’s Most Honored Professionals’ by the American Registry. 

Over the course of his career, Mr. Stein has represented officers and directors of Fortune 500 companies, high-profile entrepreneurs, celebrities, high net-worth individuals, private equity funds, and some of the world’s most prominent families.

He is the author of books, dozens of scholarly articles and technical manuals. His most recent article, “Creative Planning Strategies Using Irrevocable Trusts,” was published January 2020 in Thomson Reuters Estate Planning Journal. Other recent works published in the Journal of Taxation include “Tax Tips for Americans Doing Business in South America” (2019), and “Foreign Investment in U.S. Real Estate” (2019). Books authored by Mr. Stein include A Lawyer’s Guide to Asset Protection Planning in California, Second Edition; International Joint Ventures – A Concise Guide for Attorneys & Business Owners; and Asset Protection for California Residents, Second Edition, the first and only book in print on asset protection planning specific to California residents that provides a sophisticated and in-depth look at the law in an accessible manner.

Mr. Stein was an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program for ten years. He lectures frequently to attorneys, CPAs and other professional groups, teaching over 50 seminars per year for state and local bar associations, estate planning councils, and international networking organizations. Mr. Stein is an instructor with the California CPA Education Foundation, Thomson Reuters, the Rossdale Group, Lorman Education Services, Spidell Publishing, and many more.

Mr. Stein is a member of several international legal networks, including: Union Internationale des Avocats, IR Global, and the International Bar Association. He is also the current Global Chairman of the Aliant Verein.


Contact Information for Mr. Stein:

Aliant, LLP
16000 Ventura Boulevard, Suite 1000
Los Angeles (Encino), California 91436, USA

Phone/WhatsApp: +1 (818) 933-3838

LinkedIn: https://www.linkedin.com/in/jacobsteinesq/




April 14
12:00 pm - 1:00 pm
Event Categories:
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La Jolla Bar Association
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