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.
We also teach attorneys and accountants in-house and would love to come and speak to your firm.
| Upcoming Seminars | |||
| Date | Topic | Speaker | Location |
| 2010-03-18 | Asset Protection for Real Estate | Jacob Stein | Beverly Hills Bar Association |
| 2010-04-14 | Asset Protection for Real Estate | Jacob Stein | Beverly Hills RE Brokers |
| 2010-04-16 | Asset Protection in Nevada | Jacob Stein | Las Vegas - Clark County Bar Association |
| 2010-06-07 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Lake Tahoe |
| 2010-06-08 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Lake Tahoe |
| 2010-06-28 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2010-07-01 | Asset Protection Planning | Jacob Stein | Los Angeles County Bar Association |
| 2010-07-15 | Asset Protection | Jacob Stein | RIA Thompason Wealth Conference - San Francisco |
| 2010-07-16 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - San Diego |
| 2010-07-28 | Wills and Trusts | Jacob Stein | CPA Education Foundation - Beverly Hills |
| 2010-08-10 | Wills and Trusts | Jacob Stein | CPA Education Foundation - San Diego |
| 2010-08-20 | Advanced Asset Protection | Jacob Stein | Beverly Hills CPA Discussion Group |
| 2010-08-31 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Burbank |
| 2010-10-27 | Asset Protection | Jacob Stein | OC/Long Beach Estate Planning CPA Group |
| 2010-10-28 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-10-29 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-11-16 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2010-11-30 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Orange County |
| 2010-12-16 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2011-01-06 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Sacramento |
| 2011-01-07 | Wills and Trusts | Jacob Stein | CPA Education Foundation - Sacramento |
| 2011-02-01 | Wills and Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| Past Seminars | |||
| Date | Topic | Speaker | Location |
| 2010-03-08 | Asset Protection Planning | Jacob Stein | Law Firm In-House - Orange County |
| 2010-02-24 | Asset Protection in a Troubled Economy | Jacob Stein | Business Law Section - OC Bar |
| 2010-02-24 | Recent Developments in California LLCs | Robert F. Klueger | San Fernando Valley Bar Assoc. |
| 2010-02-24 | Advanced Choice of Entity | Jacob Stein | Orange County |
| 2010-02-17 | Asset Protection in a Troubled Economy | Jacob Stein | Ventura County Estate Planning Council |
| 2010-02-03 | Asset Protection in a Troubled Economy | Jacob Stein | Los Angeles County Bar Association |
| 2010-01-31 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-01-28 | Protecting a Personal Residence | Jacob Stein | Klueger & Stein office |
| 2010-01-26 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-01-25 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2010-01-06 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - LAX area |
| 2009-12-14 | Asset Protection | Jacob Stein | CPA Education Foundation - Woodland Hills |
| 2009-12-10 | Asset Protection | Jacob Stein | CPA Education Foundation - Oakland |
| 2009-11-18 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - Orange County |
| 2009-11-10 | Use of Trusts in Asset Protection | Jacob Stein | Probate Section of SFV Bar |
| 2009-10-21 | Asset Protection | Jacob Stein | Stanislaus County EP Council |
| 2009-10-20 | Asset Protection | Jacob Stein | CPA Education Foundation - San Jose |
| 2009-10-01 | Asset Protection in a Troubled Economy | Jacob Stein | NBI - Live Nationwide Teleconference 10am-1pm PST |
| 2009-09-25 | Asset Protection Planning | Jacob Stein | Expert Presence - Woodland Hills |
| 2009-09-22 | Asset Protection Planning | Jacob Stein | Expert Presence - Woodland Hills |
| 2009-09-01 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Pasadena |
| 2009-08-28 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - Sacramento |
| 2009-08-27 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Sacramento |
| 2009-07-01 | Everything You Need To Know About Trusts | Jacob Stein | CPA Education Foundation - San Diego |
| 2009-06-30 | Asset Protection | Jacob Stein | CPA Education Foundation - San Diego |
| 2009-05-26 | Asset Protection in a Troubled Economy | Jacob Stein | Santa Barbara Estate Planning Council |
| 2009-05-21 | FBARs and UBS Prosecutions | Jacob Stein | Pasadena Tax Bar |
| 2009-03-19 | Asset Protection in a Troubled Economy | Jacob Stein | Pasadena Womens Business Group |
| 2009-03-06 | Domestic Asset Protection | Robert Klueger | CEB - San Francisco |
| 2009-03-04 | Asset Protection in a Troubled Economy | Jacob Stein | NBI Teleconference |
| 2009-03-02 | Asset Protection Planning | Jacob Stein | Beverly Hills Estate Planning Council |
| 2009-02-20 | Domestic Asset Protection | Robert Klueger | CEB - Los Angeles |
| 2009-01-16 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2009-01-13 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Orange County |
| 2008-12-09 | Asset Protection Planning | Jacob Stein | LA County Bar - Los Angeles |
| 2008-12-03 | All About Trusts | Jacob Stein | Lorman - Pasadena |
| 2008-12-02 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2008-12-01 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Palm Springs |
| 2008-11-20 | Asset Protection Planning | Jacob Stein | NBI - San Francisco |
| 2008-11-19 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2008-11-18 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - San Francisco |
| 2008-11-05 | Asset Protection Planning | Robert Klueger | NBI - Oakland |
| 2008-10-14 | Use of LLCs in Asset Protection | Robert Klueger | San Fernando Valley Bar |
| 2008-09-25 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Sacramento |
| 2008-08-26 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Burbank |
| 2008-08-13 | Everything You Need to Know About Trusts | Jacob Stein | CPA Education Foundation - Chico |
| 2008-07-28 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - East Bay Area |
| 2008-06-26 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Hawaii |
| 2008-06-25 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Hawaii |
| 2008-06-10 | Asset Protection in a Troubled Economy | Jacob Stein | SFV CPA Discussion Group - Encino |
| 2008-03-13 | Demystifying Asset Protection | Jacob Stein | National Business Institute - Irvine |
| 2008-01-29 | Demystifying Asset Protection Vehicles | Jacob Stein | National Business Institute - Pasadena |
| 2008-01-28 | Demystifying Asset Protection Vehicles | Jacob Stein | National Business Institute - Fresno |
| 2008-01-17 | Asset Protection | Robert Klueger | Voice America Internet Radio (Live) |
| 2007-11-28 | Asset Protection for Real Estate | Jacob Stein and Robert Klueger | Offices of Klueger & Stein, LLP |
| 2007-11-19 | All About Trusts | Jacob Stein | CPA Education Foundation - Burbank |
| 2007-11-13 | Advanced Tax Planning Techniques | Jacob Stein | FER-CPE - Pasadena |
| 2007-11-12 | Asset Protection Planning | Jacob Stein | Los Angeles County Bar Assoc. - Los Angeles |
| 2007-10-25 | The Use of Trusts in Asset Protection | Jacob Stein | SFV Estate Planning Council - Northridge |
| 2007-10-24 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Las Vegas |
| 2007-10-23 | All About Trusts | Jacob Stein | CPA Education Foundation - Las Vegas |
| 2007-10-12 | Demystifying Asset Protection | Jacob Stein | NBI - San Francisco |
| 2007-10-11 | Asset Protection for Real Estate | Jacob Stein and Robert Klueger | Offices of Klueger & Stein, LLP |
| 2007-10-08 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Monterey |
| 2007-09-28 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2007-09-26 | Privacy and Asset Protection Planning for a Celebrity Client | Jacob Stein | Cal. CPA Business Managers Group - Sherman Oaks |
| 2007-09-20 | Asset Protection Planning | Jacob Stein | San Francisco Peninsula Estate Planning Council - San Francisco |
| 2007-09-11 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - San Francisco |
| 2007-09-08 | All About Trusts | Jacob Stein | CPA Education Foundation - Monterey |
| 2007-08-28 | Choice of Entity | Jacob Stein | SFV CPA Discussion Group - Woodland Hills |
| 2007-08-10 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Orange County |
| 2007-07-31 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Beverly Hills |
| 2007-07-27 | Asset Protection | Jacob Stein | Beverly Hills CPA Discussion Group - Los Angeles |
| 2007-07-25 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Bay Area |
| 2007-07-12 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - San Francisco |
| 2007-06-12 | All About Trusts | Jacob Stein | CPA Education Foundation - San Francisco |
| 2007-04-27 | Asset Protection | Robert Klueger | CEB - Los Angeles |
| 2007-04-20 | Asset Protection | Robert Klueger | CEB - San Francisco |
| 2007-04-13 | Asset Protection | Robert Klueger | CEB - Anaheim |
| 2007-04-10 | An Attorney's Guide to Asset Protection | Jacob Stein | National Business Institute - Sacramento |
| 2007-04-01 | Choice of Entity | Jacob Stein | Conejo Valley EA Discussion Group |
| 2007-03-10 | An Attorney's Guide to Asset Protection | Jacob Stein | National Business Institute - San Jose |
| 2007-02-10 | An Attorney's Guide to Asset Protection | Jacob Stein | National Business Institute - Oakland |
| 2007-01-19 | Asset Protection | Jacob Stein | National Business Institute - San Francisco |
| 2007-01-18 | Asset Protection | Jacob Stein | National Business Institute - San Jose |
| 2007-01-16 | Asset Protection | Jacob Stein | National Business Institute - Irvine |
| 2007-01-10 | An Attorney's Guide to Asset Protection | Jacob Stein | National Business Institute - Fresno |
| 2006-11-13 | Asset Protection Planning | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2006-11-13 | Choice of Entity | Jacob Stein | Encino-Glen EA Discussion Group (evening) |
| 2006-09-21 | Asset Protection | Jacob Stein | Peninsula Estate Planning Group - San Jose |
| 2006-08-23 | Asset Protection | Jacob Stein | NBI - Los Angeles |
| 2006-08-18 | Asset Protection | Jacob Stein | Cal. CPA Education Foundation - Marin County |
| 2006-08-16 | Asset Protection | Jacob Stein | NBI - Sacramento |
| 2006-07-27 | Asset Protection Planning | Jacob Stein | Cal. CPA Education Foundation - San Diego |
| 2006-07-20 | Structuring Private Annuity Transactions | Jacob Stein | Women's Club Of Pasadena - Pasadena |
| 2006-07-19 | Advanced Partnership Tax Planning | Jacob Stein | Society of Cal. Accountants - Studio City |
| 2006-07-11 | Advanced Tax Planning Techniques | Jacob Stein | CPA Education Foundation - Los Angeles |
| 2006-06-30 | Choice of Entity | Jacob Stein | Channel Islands CPA Discussion Group |
| 2006-06-23 | Asset Protection | Jacob Stein | Westlake CPA/Law Forum - Westlake Village |
| 2006-06-20 | Estate Tax Planning | Robert Klueger & Jacob Stein | NBI - Sheraton Hotel - Pasadena |
| 2006-06-14 | Asset Protection | Robert Klueger & Jacob Stein | Peninsula Hotel - Beverly Hills |
| 2006-05-23 | Asset Protection | Jacob Stein | Westlake CPA Discussion Group |
| 2006-03-10 | Choice of Entity | Jacob Stein | San Fern. Valley CPA Discussion Group |
| 2006-03-08 | Advanced Tax Planning Techniques | Jacob Stein | Cal. CPA Education Foundation - Sacramento |
| 2006-01-25 | Delaware Series LLCs | Jacob Stein | Pasadena Bar Association - Tax Section |
| 2006-01-25 | Series LLCs | Robert Klueger & Jacob Stein | SFV Bar Association - Business Section |
| 2006-01-19 | Asset Protection Planning | Jacob Stein | San Francisco CPA Estate Planning Grp. |
| 2005-11-28 | Asset Protection Planning | Jacob Stein | Education Foundation - Palm Springs |
| 2005-10-28 | Asset Protection Planning | Jacob Stein | Lorman - Sacramento |
| 2005-10-25 | Choice of Entity | Jacob Stein | SFV CPA Group - Woodland Hills |
| 2005-10-21 | Asset Protection Planning | Jacob Stein | Lorman - San Diego |
| 2005-10-19 | Advanced Tax Planning Techniques | Jacob Stein | Education Foundation - Eureka |
| 2005-09-21 | Advanced Topics in Real Estate Law | Jacob Stein | Lorman - Pasadena |
| 2005-08-31 | Asset Protection Planning | Jacob Stein | Education Foundation - Anaheim |
| 2005-08-29 | Advanced Tax Planning Techniques | Jacob Stein | Education Foundation-- San Ramon |
| 2005-07-11 | Advanced Tax Planning Techniques | Jacob Stein | Education Foundation - Inland Empire |
| 2005-05-26 | Asset Protection Planning | Jacob Stein | NFIBO - Los Angeles |
| 2005-05-25 | Asset Protection Planning | Jacob Stein | Lorman Seminars - Los Angeles |
| 2005-05-05 | Asset Protection Planning | Jacob Stein | Warner Center CPA Group - L. A. |
| 2005-04-26 | Choice of Entity | Jacob Stein | National Bank of CA - Westlake Village |
| 2005-04-05 | Asset Protection Planning | Jacob Stein | Lorman Seminars - San Francisco |
| 2004-11-02 | An UpDate on Real Estate Taxation | Jacob Stein | West San Gabriel Valley CPA Group |
| 2004-10-11 | Asset Protection Planning | Jacob Stein | CA CPA Educ. Found. - Burbank |
| 2004-09-09 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - Orange County |
| 2004-06-07 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - Beverly Hills |
| 2004-05-19 | Asset Protection Planning | Jacob Stein | CA CPA Society - S. F. |
| 2004-05-10 | Asset Protection Planning | Jacob Stein | CA CPA Educ. Found. - San Francisco |
| 2004-04-10 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - San Francisco |
| 2004-04-08 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - Monterey |
| 2004-03-16 | Advanced Planning with Partnerships | Jacob Stein | SFV CPA Discussion Group |
| 2004-03-08 | Asset Protection Planning | Jacob Stein | CA CPA Educ. Found. - Monterey |
| 2004-02-09 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Educ. Found. - Ventura |
| 2004-02-06 | Choice of Entity | Jacob Stein | First Federal Bank - Hollywood |
| 2004-01-28 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - S.F. |
| 2003-12-16 | Asset Protection Techniques | Jacob Stein | SFV CPA Discussion Group |
| 2003-11-11 | Introduction to International Taxation | Jacob Stein | Tax Section of Pasadena Bar |
| 2003-11-11 | Introduction to International Taxation | Jacob Stein | Tax Section of Pasadena Bar |
| 2003-11-06 | Tax Planning for Real Estate Transactions | Robert Klueger & Jacob Stein | In-House (Woodland Hills) |
| 2003-10-22 | Tax Aspects of FLPs and LLCs | Jacob Stein | Cal CPA Estate Planning Group |
| 2003-10-06 | Asset Protection Techniques | Jacob Stein | Beverly Hills CPA Society |
| 2003-09-19 | Partnership and RE Exit Strategies | Jacob Stein | CA CPA Society Tax Section |
| 2003-08-21 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - San Mateo |
| 2003-08-03 | Retirement Planning | Various | In-House (Woodland Hills) |
| 2003-08-02 | Retirement Planning | Various | In-House (Woodland Hills) |
| 2003-07-30 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - San Diego |
| 2003-07-17 | Asset Protection Techniques | Jacob Stein | San Gabriel CPA Society |
| 2003-07-16 | Asset Protection Techniques | Jacob Stein | Beverly Hills CPA Society |
| 2003-06-24 | Tax Issues in Estate Planning and Probate | Robert Klueger & Jacob Stein | NBI - Pasadena |
| 2003-05-28 | Asset Protection Techniques | Jacob Stein | NBI - Los Angeles |
| 2003-05-16 | Introduction to International Taxation | Jacob Stein | Beverly Hills CPA Society |
| 2003-05-06 | Asset Protection Techniques | Robert Klueger & Jacob Stein | In-house (Woodland Hills) |
| 2003-04-30 | Retirement Tax Planning | Jacob Stein | NBI - Los Angeles |
| 2003-04-11 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - Las Vegas |
| 2003-03-09 | Asset Protection Techniques | Jacob Stein | LAX CPA Discussion Group |
| 2003-02-25 | Introduction to Partnership Taxation | Jacob Stein | SFV CPA Society |
| 2003-02-17 | Introduction to International Taxation | Jacob Stein | Pasadena CPA Society |
| 2003-01-15 | Advanced Estate Planning Techniques | Robert Klueger | Conejo Valley CPA Society |
| 2002-09-19 | Advanced Tax Planning Techniques | Jacob Stein | CA CPA Education Found. - Pasadena |
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.
listen to podcasts...
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...