What do you want to protect?
Asset Protection for Your Home Asset Protection for Your Home Asset Protection for Your Home Asset Protection for Your Home
Your Home Your Business Investments Real Estate
Why do you need protection?
You are faced with a lawsuit. You have been in an accident. You owe money to a lender. You are in a high risk business.
Lawsuit Accident Unpaid Debt Business

Latest Updates

Blog

Jacob Stein's asset protection blog provides up to the minute updates on various developments and subjects relevant to asset protection and commentary on recent cases and results.

The Bellinger Case - Offshore Asset Protection Trust Defeats Creditor's Claim
Posted: Wednesday, June 11, 2014 | Author: Jacob Stein

In a recent Federal court case (in the Southern District of Florida), a North Carolina bank attempted to reach the assets sequestered by a debtor in an offshore trust. The bank’s attempt was thwarted by the District Court. A limited liability company borrowed money from the bank, and the loan was guaranteed by the LLC’s members. The bank obtained a judgment against one of the members, Bellinger, for defaulting on the personal guaranty, to the tune of almost $5 million. After the lawsuit wa…

Blog

New Tax Laws Preempt Existing Trusts
Type: Video | Speaker: Robert Klueger

Congress today enacted the most sweeping change in the estate tax law in 29 years. The new law contains some good news for the very wealthy, but it also makes most estate plans obsolete. Everyone who has a living trust (family trust) should update it promptly.

Blog

Practical Primer and Radical Approach to Asset Protection
Publication: Estate Planning | Author: Jacob Stein

Jacob Stein's latest article puts a radical and new twist on asset protection planning. Taking an honest and practical approach, the article delves beyond mere legalities and explores how asset protection really works in practice.

Blog

Nevada Once Again Leads the Way in Debtor-Friendly Legislation
Published: March 28, 2011 | Author: Robert Klueger

We tend to forget this fact when we engage in asset protection planning. In fact, we repeatedly advise our clients that asset protection is not about hiding assets; it's about structuring the debtor's affairs so that even if a creditor learns of the existence of the debtor's assets, he cannot access the assets. An aggressive, well-heeled creditor will discover the nature and whereabouts of the debtor's assets. Armed with a judgment, the creditor has a right to call the debtor in for a debtor's…

Blog

Advanced Tax
Seminar Date: Monday, August 18, 2014 | Location: CPA Education Foundation - San Francisco | Speaker: Jacob Stein

Jacob Stein and Robert Klueger teach over 20 full-day and numerous 1-3 hour seminars a year on the subject of asset protection. Most of their seminars are continuing education programs for attorneys and accountants. Some are less technical presentations for clients. Most of the seminars are sponsored by third-party continuing education providers, including the California CPA Education Foundation, Lorman and National Business Institute. If you're interested in attending one of them, please contact either the education provider or Klueger & Stein, LLP.

Asset Protection by the Experts

With over 30 years of real-life experience and over 3,000 clients, we are the nation's leading and most respected asset protection law firm. We are the fiercest advocates for our clients. We can protect your hard-earned assets better than anyone else. Every year we set up hundreds of structures to protect residences, rental real estate, investments and retirement plans.

You will find us to be not only knowledgeable and confident, but also friendly and personable. We welcome your calls and emails.

Remember, it is never too late to plan. With our guidance, the entire process will be smooth, quick and painless. Maximum Asset Protection is our goal and we specialize in this area alone. Contact us, and we will help.

 

Asset Protection FAQ's

We've compiled a long list of the most frequently asked questions on asset protection strategies, concerns and methods. This comprehensive list will give you a quick overview of what asset protection options may apply to you, as well as answer some basic questions on how the process works.

Frequently Asked Questions

  • Does asset protection really work?
  • Can I keep my money in the U.S.?
  • Is my IRA protected?
read all faq's »

 

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New Asset Protection Podcasts

Podcasts

New Video Podcasts: If you really want to learn about asset protection planning, pour a cup of coffee and tune in to our Asset Protection Podcasts. These recent seminars taught by asset protection specialists Jacob Stein and Bob Klueger are available online.

view or listen to our podcasts...

Jacob Stein, JD, LLM

Jacob Stein, JD, LLM Mr. Stein is one of California's best known attorneys, teaching dozens of legal seminars each year on the subjects of asset protection and...

read Jacob's Profile...

Robert Klueger, JD, LLM

Robert Klueger, JD, LLM Mr. Klueger is one of the very few private attorneys in America who has argued a tax case before the United States Supreme Court...

read Robert's profile...

NEW: Robb Report Interview

Jacob Stein, JD, LLM RobbReport.com speaks with asset protection specialist Jacob Stein, Esq. of Klueger & Stein, LLP in Los Angeles about the importance of protecting valuable assets, such as your private residence, rental real estate, investments and retirement plans.

read the article here... or at RobbReport.com