Proven Solutions
Discover how our personalized asset protection strategies have delivered real results. Hear directly from lawyers and their clients about how they’ve safeguarded assets, reduced risk, and found long-term peace of mind through our legal guidance.
Case Studies
Client Success Stories
Each client’s situation presents unique challenges requiring tailored asset protection strategies. These case studies demonstrate how our firm develops customized solutions that effectively protect wealth while navigating complex legal landscapes.
Mama as a Guarantor: Saving a Lifetime of Assets
Challenges
73-year-old woman guaranteed her son's failed real estate business loan
Personal guaranty with penalties would have wiped out entire life savings
Urgent need to protect accumulated assets from aggressive creditors
Our Solution
We implemented an offshore structure to protect her liquid assets (which comprised the bulk of her wealth), creating legal barriers that dissuaded collection attempts.
Results
Bank reviewed the structure and opted not to pursue her assets
Client's lifetime of accumulated wealth remained protected
Demonstrated how proactive asset protection creates favorable outcomes
Protection from Government Agency Bank Freeze
Challenges
Successful cosmetics company at risk of federal investigation
Competitors faced account freezes that prevented basic business operations
Agency's standard procedure would block access to funds before proving innocence
Our Solution
We transferred cash balances to offshore structures and offshore bank accounts, placing critical operating funds beyond reach of potential U.S. government freezing orders while also protecting intellectual property and owners' personal assets.
Results
Created operational continuity in case of investigation
Protected ability to pay employees, vendors, and legal defense
Secured intellectual property and personal assets in separate protective entities
The Malibu Plastic Surgeon’s Wealth Preservation
Challenges
Young successful surgeon with high-risk cosmetic practice involving celebrities
Significant liquid assets vulnerable to potential malpractice claims
No qualified retirement plan or spousal protection options available
Our Solution
We established a foreign asset protection trust (FAPT) in a jurisdiction with laws favorable to the client and hostile to potential creditors, initially maintaining funds with existing institutions but under trust ownership.
Results
Created strongest available legal barrier between assets and potential claims
Maintained investment flexibility while adding protection
Balanced security with access through reputable international banking partners
The Nervous Neurosurgeon: Medical Practice Protection
Challenges
Successful neurosurgeon with significant malpractice exposure
Diverse assets including home, investment property, and investment portfolio
California community property laws putting spouse's assets at risk
Our Solution
We implemented a transmutation agreement converting community property to separate properties, strategically allocating vulnerable assets to the spouse less likely to face litigation, and further protected transferred assets through specialized entities.
Results
Protected family home through residence trust structure
Secured investment property within limited liability company
Leveraged community property law conversion to create liability firewalls
When Liability Isn’t So Limited: Business Owner Protection
Challenges
Business owners with personal corporate stock vulnerable to personal lawsuits
Risk of forced share seizure creating unexpected business control transfers
Need to separate personal liability from business ownership security
Our Solution
We converted the business from a standard corporation to a limited liability company, creating legal barriers between personal creditors and business ownership interests.
Results
Eliminated vulnerable corporate shares potential creditors could seize
Protected business assets from owners' personal liability exposure
Preserved operational control despite personal legal challenges
Assisting Assisted Living: Family Business Protection
Challenges
Family-owned assisted living facilities facing employee lawsuit
Risk of expanding from individual claim to class-action litigation
Urgent need to restructure assets before litigation escalation
Our Solution
We developed and implemented a comprehensive asset protection plan within four days, creating strategic barriers to recovery that were promptly disclosed to opposing counsel.
Results
Dissuaded plaintiff's attorney from pursuing class-action lawsuit
Achieved favorable settlement terms despite initial legal vulnerability
Demonstrated effectiveness of rapid response asset protection
Fallout from Madoff: Protecting Financial Investments
Challenges
Retired Fortune 100 director facing clawback from Madoff bankruptcy trustee
Risk of losing retirement savings despite withdrawing before collapse
Urgent need for legal protection of remaining investment portfolio
Our Solution
We established an offshore trust-offshore LLC structure with Swiss investment accounts, maintaining securities positions while adding jurisdictional protection layers.
Results
Created legal barriers to bankruptcy trustee recovery actions
Maintained complete investment access with full tax compliance
Protected retirement security without requiring securities liquidation
The Unfortunate Widow: Protecting Your Home
Challenges
84-year-old widow living on Social Security with fully paid home
Auto accident lawsuit exceeding insurance coverage by $200,000
Risk of losing primary residence with limited financial resources
Our Solution
We transferred home ownership to an irrevocable trust, creating legal separation between the asset and potential creditor claims, even with limited financial resources.
Results
Plaintiff ceased collection efforts beyond insurance limits
Protected lifetime home despite limited financial resources
Demonstrated effectiveness of asset protection for modest estates
Building Protection: Safeguarding Construction Business
Challenges
Successful home builder facing unaffordable liability insurance premiums
Decision to operate without insurance creating direct liability exposure
Multiple construction projects creating overlapping risk profiles
Our Solution
We restructured company operations to isolate liability by project, creating separate legal entities for each construction venture, with additional entity layers protecting real estate holdings, development operations, and owner personal assets.
Results
Successfully contained potential liability to individual project entities
Dissuaded class action litigation through structured barriers
Achieved favorable settlement terms in first legal challenge
Reviews
What Our Clients & Peers Say
At Aliant LLP, both clients and professional advisors trust us to handle sensitive legal and financial matters with care, clarity, and results. Jacob Stein has helped thousands of clients protect their assets, earning the trust and ongoing referrals of attorneys, accountants, and financial advisors across the country.
These reviews reflect the experiences of those we’ve advised—and those who confidently refer others to us.
Client Reviews
“The offshore trust structure that Jacob designed for us has been extremely effective. His knowledge of international law and asset protection strategies is truly exceptional.”
Real Estate Investor
“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
“After meeting with my local attorney he suggested I contact Aliant 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.
“As a high-net-worth individual, I was concerned about privacy and protection. The customized asset protection plan provided by Jacob exceeded my expectations and addressed all my concerns.”
Private Investor
“Working with Jacob Stein on our estate planning needs was a game-changer. His expertise in both domestic and international asset protection gave us options we didn't know were possible.”
Entrepreneur
“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
“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
“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
“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
Professional Endorsements
“As a bankruptcy lawyer, my clients often seek my advice on issues relating to or touching on asset protection. Quite often proper estate/asset planning is a much better option than bankruptcy. In those situations I refer them without hestiation to Jacob Stein, Jacob is tops in his field and has always taken good care of my clients. I have used his services for my clients many times and will continue to do so in the future.”
Andrew Goodman
“In counseling physicians and other healthcare providers, the desire and need for asset protection advice comes up frequently. After working with several different attorney specialists, I came to the conclusion that Jacob Stein was the only choice. He is a consummate professional, who I can trust to deliver the best advice, peace of mind, and results for my clients.”
Harry Nelson
“Jacob Stein is the only asset protection attorney I trust with my clients. He's also the first and only attorney I think of when this type of matter comes up. I refer my clients and others to Jacob on a regular basis.”
Mitchell Port
“As a litigator, I often refer my clients to Jacob Stein. On the off-chance that the plaintiff prevails, Jacob ensures that the plaintiff will have a very difficult time pursuing my client's assets. Just recently, Jacob assisted in converting a plaintiff's demand for $600,000 into a $50,000 settlement.”
Stephen Jamieson
“As an elder law attorney I protect my clients' assets in the Medi-Cal arena, but when it comes to creditor protection I have been referring clients to Jacob Stein for years and will continue to do so. They are creative and top-notch attorneys.”
Caren R. Nielsen
“We have retained the services of Jacob Stein for our clients' offshore planning and asset protection needs on many occasions. Mr. Stein is extremely competent, very professional and always delivers his work product in a timely manner. Clients love him for his great sense of humor and bedside manner.”
Elliott R. Speiser
“As a collection attorney, I am in the best position to evaluate opposing counsel. Jacob Stein does an amazing job of thwarting collection efforts. When clients come to me for asset protection, I send them to Jacob."”
Robert Weinberg
Ready to Secure Your Assets?
Don’t wait for a crisis to think about asset protection. Proactive planning is key. Schedule your confidential consultation with Jacob Stein today.