Celesq® Attorneys Ed Center

Making Your Client Judgment-Proof: Asset Protection

Program Number: 29205

Program Date: 11/21/2019


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 strategies and solutions that all lawyers should be familiar with, including planning with community property, use of domestic and offshore business entities, domestic and foreign trusts, equity strips, private retirement plans and many other. We will look at how to protect assets in a troubled economy from lenders and landlords holding personal guarantees and how to plan after a lawsuit, a default or an accident. The discussion will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans.

$95.00Online Audio Add to Cart

Available in states

Colorado Eligible, Colorado Homestudy, Florida, Georgia, New Jersey Eligible, New York, New York - BOTH New and Experienced Attorneys, Texas Self Study

Credit Information

50 minute credit hour - 1.0 General CLE credit, based on a 50 minute credit hour
60 minute credit hour - 1.0 General CLE credit, based on a 60 minute credit hour

State Program Numbers

Credit Eligible for Both New and Experienced Attorneys in NY


Jacob Stein, Esq.

Aliant Law

Jacob Stein, Esq. is the managing partner of 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.

Mr. Stein has been ranked by Chambers HNW 2019. He is AV-rated (highest possible rating) by Martindale-Hubbell 2018, has been named ‘A Super Lawyer’ by the Los Angeles Magazine and listed in the top 1% of ‘America’s Most Honored Professionals 2019’ by the American Registry.

Over the course of his career Mr. Stein has represented officers and directors of Fortune 500 companies; Forbes 400 families around the world; celebrities; high-profile entrepreneurs; private equity funds; wealthy foreigners doing business in the United States and many more.

He is the author of books, dozens of scholarly articles and technical manuals including his most recent article, Foreign Investment in U.S. Real Estate, published July 2019 in the Journal of International Taxation. Other recent works include: Income Taxation Under the TCJA, published in 2018 in the Journal of Taxation; Asset Protection for California Residents, Second Edition, 2017, the first and only book in print on asset protection planning specific to California residents. It presents a sophisticated and in-depth look at the law in an easy to read and understand manner; A Lawyer’s Guide to Asset Protection Planning in California, Second Edition; and International Joint Ventures – A Concise Guide for Attorneys & Business Owners.

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, Advanced Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group, Lorman Education Services and many more. For the past ten years, he has been an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program. Mr. Stein is a member of several international legal networks, including: Union Internationale des Avocats, International Practice Group, IR Global, and the International Bar Association.