Our special expertise at Klueger & Stein, LLP is structuring the ownership of your assets to make it difficult, or even impossible, for others to take them away. Creditors, plaintiffs, unhappy business partners, state and federal agencies - all can threaten those assets. Our asset protection planning can reduce, or even eliminate, those threats long before they appear. Our clients tell us that the peace of mind that asset protection brings is priceless.
For many people, their home is their single most valuable asset. It can also be their most vulnerable. The financial and emotional impact of losing it can be devastating. At Klueger & Stein, LLP we utilize perfectly legal and ethical strategies to avoid such a loss.
Dolores was 84 and a widow. She had been living in the same house for 30 years, and it was fully paid off. She had virtually no savings, and lived off her Social Security benefits.
She was involved in an automobile accident and was sued. The plaintiff asked for $200,000 in excess of her insurance coverage. She was in danger of losing her home.
Representing the woman on a pro bono basis, we transferred the ownership of her house to a special residence trust. Seeing this, the plaintiff ceased its efforts to pursue our client in excess of her insurance limits.
While Dolores is not a typical asset protection client, her case is an excellent example of an important point- you do not need to be uber-rich, or rich at all, to engage in asset protection planning. We all have assets worth protecting. Whether your home equity is $200,000 or $2,000,000, the emotional attachment and the need to protect it is the same.
Mr. Stein is one of California's best known attorneys, teaching dozens of legal seminars each year on the subjects of asset protection and...
Mr. Klueger is one of the very few private attorneys in America who has argued a tax case before the United States Supreme Court...
If you really want to learn about asset protection planning, visit our publications page or click below to view podcasts of recent seminars. Podcasts of the 1-hour presentation are audio only. The 3-hour presentation is available in video or audio only formats.
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