We've helped thousands of clients protect their assets from creditors. We generate approximately 99% of our work from referrals from other professionals: attorneys, accountants, financial advisors, etc. The confidential nature of our work, rarely allows for testimonials from clients. Our referral sources are always happy to testify to the quality of our work and our level of service to clients.
The nature of our work requires utmost discretion and privacy. Most of our clients sing us accolades; here are a few who are willing to do so publicly.
Jacob Stein is a gem of a lawyer! Stein has excellent listening skills and precision when handling his clients' cases. He has proven to be a diligent and hardworking man, always responding in a timely fashion, presenting his answer(s) and research to my questions or concerns. I highly suggest him to anyone who is looking for a lawyer who will speak to you in plain English and handles your legal needs with top priority. I am glad I have him, should something go wrong in my life.
— Amy Mayer, Encino, CA
I had the pleasure of working with Jacob Stein in setting up a business entity for my new business. I found the experience to be absolutely positive. Jacob easily answered all my questions in an easy to understand manner, explained the most difficult legal concepts, got the work done quickly, and was very humble and respectful of my needs through the entire process. I greatly appreciate his work.
— Sunil Bhaskaran, Santa Cruz, CA
Jacob Stein was able to navigate a treacherous world financial system, steering me to a prosperous and safe harbor. He is very knowledgeable on some very complex and sophisticated legal issues. I recommend him without a hesitation and will continue to use him as my lawyer for years to come.
— Steven Lund, Hawaiian Sanctuary Retreat Center, Big Island of Hawaii
After meeting with my local attorney he suggested I contact Klueger & Stein to handle all of my asset protection needs. I called and spoke to Jacob Stein who answered all my questions. He took care of everything and I would recommend him to anyone who needs to protect their hard earned assets!
— Don Clobes, Jr., Gold Coast Security Services, Ventura, CA
I have dealt with many attorneys over the course of my career as a real estate developer and investor. Jacob Stein is not only incredibly smart and knowledgeable, he really cares about his clients. What a rare quality! He went out of his way to help me straighten out my affairs, and now I get a much better night's sleep. Do not hesitate to use him. You will not be disappointed.
— Eric Tervardanyan, Glendale, CA
Jacob Stein helped me with asset protection in the most efficient and knowledgeable way. I trust him and will definitely recommend him to anyone who needs help with asset protection.
— Dr. Natalie Wang, Malibu, CA
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...
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...