Celesq® Presenters

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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 Super Lawyer® by the Los Angeles Magazine for over ten years, and is listed in the top1% 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, “The Evolution Of Distributed Law Firms,” was featured in the December 2023 issue of the Daily Journal. Other recent published works include "Bulletproofing Assets" (Los Angeles Lawyer Magazine, 2022) and “Creative Planning Strategies Using Irrevocable Trusts” (Estate Planning Journal, 2020). Books authored by Jacob 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 Chair of the Private Client Group at Aliant.


Programs by Jacob  Stein, Esq..

From the underlying substantive law to practical aspects of asset protection, you will learn how to keep your assets from plaintiffs, creditors or an agency of the federal government. We’ll review planning strategies and solutions, including pl...

Program Number
Program Date
Asset ProtectionDigital AssetsFederal CourtsFlorida EligibleIntellectual Property LawLitigation & Litigation SkillsLitigation and Appeals
CaliforniaColoradoFloridaGeorgiaNew JerseyNew YorkTexas Self Study
Program Credits
Areas of Professional Practice:1 Credit
Total Credits
CLE Credit: 1