Los Angeles Attorneys Klueger & Stein, LLP

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.

Newsletters | Articles | White Papers | Books

Articles

Articles published by Jacob Stein and Bob Klueger.

Tilting at Windmills
	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
	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
	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
	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
	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
	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
	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
	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
	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 ]

Books

Books published by Robert Klueger & Jacob Stein

	Asset Protection by Robert F. Klueger As 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 ]

	A Guide to Asset Protection by Robert F. Klueger Partner 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 ]

	Asset Protection - A Technical Manual by 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 ]

Newsletters

Articles

Tilting at Windmills

Legal Strategies to Protect Your Properties

Asset Protection as a Line of Defense

Asset Protection for Orthodontists

The Importance of Trusts in Asset Protection

Asset Protection for Doctors

A Practical Take on Charging Orders

Advanced Asset Protection and Tax Planning with LLCs

Practical Considerations in Asset Protection Planning

White Papers

Books

Asset Protection

by Robert F. Klueger

A Guide to Asset Protection

by Robert F. Klueger

Asset Protection - A Technical Manual

by Jacob Stein