Publications

Select a section below to view the many different articles, books white papers and newsletters released by the attorneys at Klueger & Stein, LLP.

White Papers

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.

Part I: Overview of Asset Protection
Part I
Overview of Asset Protection


Introductory overview of the goals of asset protection planning, what is possible, what is not possible and the threshold analysis of selecting appropriate structures.
Part II: Collecting on Judgements
Part II
Collecting on Judgements


Overview of common collection remedies employed by creditors, including liens on real estate, writs of execution and attachment and debtor's exams.
Part III: Fraudulent Transfer Laws
Part III
Fraudulent Transfer Laws


Fraudulent transfer laws are the biggest obstacle to asset protection planning. Learn when they will apply and what remedy will be afforded to the creditor.
Part IV: Planning for Married Couples
Part IV
Planning for Married Couples


Married couples can frequently utilize planning techniques not available to single people. Learn how to effectively utilize inter-spousal transfers.
Part V: Using Trusts in Asset Protection
Part V
Using Trusts in Asset Protection


Trusts are the basic building block of any asset protection plan. Learn elements common to all asset protection trusts, weaknesses and planning options.
Part VI: Foreign Trusts
Part VI
Foreign Trusts


Foreign trusts utilize the favorable laws of offshore jurisdictions. Increased protection from both a legal and a practical standpoint.
Part VII: Advanced Foreign Trust Structures
Part VII
Advanced Foreign Trust Structures


Advanced foreign trust structures utilize trust-LLC combos, advanced level trusts, trust-annuity combos and many other.
Part VIII: Overview of Legal Entities
Part VIII
Overview of Legal Entities


Overview of various legal entities used in asset protection planning. Including LLCs, limited partnerships (family or standard), corporations and other.
Part IX: Charging Order Protection of LLCs and LPs
Part IX
Charging Order Protection of LLCs and LPs


Learn why LLCs and limited partnerships are vastly superior to corporations, how to structure them and the best jurisdictions for formation.
Part X: Creative Planning with LLCs
Part X
Creative Planning with LLCs


LLCs and limited partnership are exceptionally flexible and allow for very sophisticated planning. Series LLCs, poison pills, distribution blocks, and other.
Part XI: Planning in the Context of Bankruptcy
Part XI
Planning in the Context of Bankruptcy


While asset protection and bankruptcy planning have the same goal, they are usually incompatible. Learn how to protect assets when planning for an eventual BK.
Part XII: Retirement Plans
Part XII
Retirement Plans


Many retirement plans, if properly structured, are exempt from claims of creditors. Learn which plans are protected and what to do with plans that are not protected.
Search Klueger & Stein
Loading
Call Us: (818) 933-3838

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