As recognized authorities in the fields of tax law and asset protection, Robert Klueger and Jacob Stein are widely published on the subject. In addition to their books and manuals, they are frequently published in various legal and accounting magazines, and cited in newspapers and newsletters. Some of their white papers, articles and the firm's newsletters appear below and can help you better understand various tax and asset protection structures. They'll also give you insights into our knowledge and skills.
Articles published by Jacob Stein and Bob Klueger.
California Registration Requirements for Foreign LLCs |
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by Jacob Stein Business Entities, May/June 2008 California's Treatment of A Foreign Jurisdiction's Series LLCs. |
| [ Download PDF - 489KB ] | |
Tilting at Windmills |
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by Jacob Stein Business Entities, May/June 2008 California's Treatment of A Foreign Jurisdiction's Series LLCs. |
| [ Download PDF - 1,764KB ] | |
Legal Strategies to Protect Your Properties |
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by Jacob Stein Real Estate Investor, October 2007 Most plaintiffs and creditors simply give up the chase when confronted with an asset protection structure. |
| [ Download PDF - 679KB ] | |
Asset Protection as a Line of Defense |
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by Jacob Stein Real Estate Southern California, September 2007 Developers and investors will always be targets of lawsuits. The only way to change that is by removing a plaintiff's financial motivation. |
| [ Download PDF - 646KB ] | |
Asset Protection for Orthodontists |
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by Jacob Stein OrthodontlcProductsOnline.com, April/May 2007 Although orthodontists represent only 7% of all dentists in the United States, they face a disproportionately large number of malpractice lawsuits. This is true for anyone in the medical field who performs a large number of procedures. |
| [ Download PDF - 2.17MB ] | |
The Importance of Trusts in Asset Protection |
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by Jacob Stein California Trusts and Estates Quarterly, Winter 2007 In this well-received article, Jacob Stein examines the crucial role that trusts play in asset protection and advises on how trusts should be drafted to maximize their asset protection effectiveness. The article also includes a thorough examination of foreign trusts and recent cases in that arena. |
| [ Download PDF - 1.07MB ] | |
Asset Protection for Doctors |
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by Jacob Stein Plastic Surgery Products Magazine, February 2007 This article provides a comprehensive overview of asset protection for doctors. It focuses on the most practical asset protection strategies and examines the most commonly used structures. For each asset type, different alternatives are discussed and compared. |
| [ Download PDF - 2.37MB ] | |
A Practical Take on Charging Orders |
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by Jacob Stein RIA, Business Entities Magazine, October 2006 One of the most comprehensive articles ever written on charging orders. The article examines charging order history, variances in state laws, uniform laws and various concerns. |
| [ Download PDF - 9.48MB ] | |
Advanced Asset Protection and Tax Planning with LLCs |
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by Jacob Stein Los Angeles Lawyer, June 2006 In this exhaustive article, Jacob Stein examines such issues as LLC charging orders, series LLCs, foreign LLC structures, drafting issues and tax planning concerns. This article is an exhaustive reference on many LLC issues. |
| [ Download PDF - 3.70MB ] | |
Practical Considerations in Asset Protection Planning |
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by Robert F. Klueger Los Angeles Lawyer Magazine, August 2003 This article provides an extensive overview of commonly used asset protection techniques and common obstacles facing the asset protection attorney, including fraudulent conveyance laws. |
| [ Download PDF - 3.87MB ] | |
Each year Jacob Stein teaches over 30 technical all-day asset protection seminars to lawyers and accountants. The following white papers are the components of the technical outline used for these seminars. While these white papers are geared more toward attorneys and CPAs, if you are interested in learning the more technical aspects of asset protection, this is what you want to read. These white papers are updated annually, to incorporate all changes in the law.
  Advanced Foreign Trust Structures - HTML / PDF |
| Overview of Asset Protection - HTML / PDF |
| Collecting on Judgments - HTML / PDF |
| Fraudulent Transfer Laws - HTML / PDF |
| Planning for a Married Couple - General Rules - HTML / PDF |
| Planning for a Married Couple - Planning Options - HTML / PDF |
| Use of Trusts in Asset Protection - General Structures - HTML / PDF |
| Domestic Asset Protection Trusts - HTML / PDF |
| Foreign Trusts - HTML / PDF |
| Use of Entities in Asset Protection - Overview - HTML / PDF |
| Charging Order Protection for LLCs and Limited Partnerships - HTML / PDF |
| Series LLCs - HTML / PDF |
| Protecting Retirement Plans - HTML / PDF |
Books published by Robert Klueger & Jacob Stein
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Asset Protectionby Robert F. KluegerAs a business owner, you can't prevent gold-diggers from bringing frivolous lawsuits against you. It's relatively easy for someone to invent a hollow lawsuit and find a lawyer to present it. It's not uncommon for the jury to give credence to the most ludicrous lawsuit on the assumption that it wouldn't be in the court system unless it had merit. You can't change human nature or the jury system, and insurance isn't always enough. However, you can assure that you are protected above and beyond your insurance coverage should you ever be put in this type of situation. With some careful planning and advance arrangements -experienced attorney Robert L. Klueger shows you how to legally position your assets so they are exempt from seizure or shielded from a creditor's claims. [ Get it at Amazon.com ] [ Download the first chapter - PDF 174KB ] |
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A Guide to Asset Protectionby Robert F. KluegerPartner Robert Klueger's book, "A Guide to Asset Protection - How to Keep What's Legally Yours", has been the definitive guide on the subject for nearly a decade. Its easy-to-understand pages contain a wealth of interesting and useful information on ways to preserve your hard-earned assets. It's the result of his decades of experience helping people plan powerful and perfectly legal ways to protect their futures. [ Get it at Amazon.com ] |
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Asset Protection - A Technical Manualby Jacob Stein"Asset Protection Planning" by Jacob Stein is a technical manual on the subject used by attorneys and CPAs. It's a detailed study of a number of key areas - the underlying substantive law of asset protection, fraudulent transfer and collection laws, and asset protection with foreign and domestic trusts, legal entities, for married couples and for retirement plans. [ Request a copy ] |
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