Jacob Stein
| Jacob Stein | |
|---|---|
| Education | University of Southern California Law School Georgetown University LL.M. |
| Occupation | Attorney |
| Known for | Asset protection expertise |
Jacob Stein is a California attorney[1] and an authority on the subject of asset protection. His textbooks on asset protection are used by Lorman Education Services, National Business Institute, California CPA Society, and the California CPA Education Foundation. He often teaches legal courses on asset protection and advanced tax planning for the National Business Institute, Lorman Education Services, California CPA Education Foundation and California Bar groups.[2][3] He also teaches an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.[4]
Jacob Stein is a graduate of the University of Southern California Law School and Georgetown University LL.M. in Taxation program. He is a California Certified Tax Law Specialist and he is AV-rated (highest possible rating) by Martindale-Hubbell.[5]
Contents |
[edit] Publications
[edit] Articles
Jacob Stein has written articles for several major legal publications, including:[6][7]
- 2011 Stein, Jacob: Practical Primer and Radical Approach to Asset Protection, Estate Planning
- 2010 Stein, Jacob: The Emotional Consequences of Asset Protection, Daily Journal
- 2010 Stein, Jacob: Asset Protection, Robb Report
- 2010 Stein, Jacob: McCourt Divorce Shines A Light on Asset Protection, Los Angeles Daily Journal
- 2010 Stein, Jacob: Asset Protection May Risk Fraudulent Transfer Violations, Estate Planning
- 2008 Stein, Jacob: California Registration Requirements for Foreign LLCs, California Tax Lawyer
- 2008 Stein, Jacob: Tilting at Windmills, California's Treatment of Series LLCs, RIA's Business Entities Magazine
- 2007 Stein, Jacob: Legal Strategies to Protect Your Properties, Real Estate Investor
- 2007 Stein, Jacob: Asset Protection as a Line of Defense, Real Estate Southern California
- 2007 Stein, Jacob: Asset Protection for Orthodontists, Orthodontic Products
- 2007 Stein, Jacob: Asset Protection for Doctors, Plastic Surgery Products Magazine
- 2007 Stein, Jacob: The Importance of Trusts in Asset Protection, California Trusts and Estates Quarterly
- 2006 Stein, Jacob: A Practical Take on Charging Orders, RIA's Business Entities Magazine
- 2006 Stein, Jacob: Advanced Asset Protection and Tax Planning with LLCs, Los Angeles Lawyer
- 2005 Stein, Jacob: Planning With LLCs, California CPA
- 2003 Stein, Jacob: Tax-Free Exchanges and Fractional Interests: TICs, Tax, Go!, Orange County Lawyer
[edit] Books
- 2011 Stein, Jacob: A Lawyer's Guide to Asset Protection Planning in California (Klueger & Stein)
- 2011 Stein, Jacob: Asset Protection for California Residents (Klueger & Stein)
- 2009 Stein, Jacob: Asset Protection Planning (Education Foundation)
- 2009 Stein, Jacob: Advanced Tax Planning Techniques (Education Foundation)
He also wrote numerous technical white papers on asset protection, which serve as a basis for his textbooks.[8]
[edit] References
- ^ "California Bar Listing". http://members.calbar.ca.gov/search/member_detail.aspx?x=189257. Retrieved September 08, 2010.
- ^ "Seminars (Jacob Stein and Robert Klueger)". http://www.maximumassetprotection.com/seminars/. Retrieved September 09, 2010.
- ^ Jacob Stein, Boldra Klueger & Stein. "2008 Asset Protection in a Troubled Economy". http://calendar.lacba.org/calendar/index.cfm?fuseaction=ViewCalendarEvent&CalendarEventID=2290. Retrieved September 08, 2010.
- ^ "Northridge Graduate Tax Program". California State University. http://tsengcollege.csun.edu/taxation/tax-faculty.html. Retrieved September 08, 2010.
- ^ Stein, Jacob (2011). A Lawyer's Guide to Asset Protection Planning in California. p. 80. ISBN 098397800X.
- ^ "Articles published by Jacob Stein and Bob Klueger". http://www.maximumassetprotection.com/publications/articles.html. Retrieved September 09, 2010.
- ^ Jacob Stein. "Asset Protection for Orthodontists". http://www.orthodonticproductsonline.com/issues/articles/2007-04_09.asp. Retrieved September 09, 2010.
- ^ Jacob Stein. "White Papers". http://www.maximumassetprotection.com/publications/whitepapers.html. Retrieved September 08, 2010.