ORANGE COUNTY ESTATE PLANNING COUNCIL

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 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.

Notes: This program qualifies for 1 hour of continuing education credit for Attorneys, CPAs, Planned Giving Specialists, and Professional Fiduciaries. This program is pending approval with the CFP Board of Standards, and the American Bankers Association. This session does not qualify for Life Insurance continuing education credit.

Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in asset protection planning, complex U.S. and international tax planning, and structuring international business transactions. 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 by Chambers and Partners in the High Net Worth Category, has been AV-rated by Martindale-Hubbell and 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. Read more.

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