Articles

Articles published by Jacob Stein and Bob Klueger.

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 ]