Publications

Asset Protection for California Residents

by Jacob Stein

The only book on asset protection planning specific to California residents. This book is a must read for any Californian who has assets that he wants to keep. Learn how to use limited liability companies, limited partnerships, various trusts, transmutation agreements, sophisticated offshore structures and many other planning tools to protect your home, retirement accounts, investments, rental real estate, business interests, intellectual property and any other asset that is valuable to you. The book focuses largely on California law and planning for California clients, but where appropriate covers the laws of other leading asset protection jurisdictions like Delaware, Nevada, Cook Islands, etc.

In addition to the substantive discussion, this book also takes a revealing look at the practical aspects of asset protection. Is it ever too late to plan? Is it safe to place assets offshore? How to pick the right structure for your client? What really works and what does not. Whenever possible, the author relates client case histories and anecdotes to readily illustrate what works and what does not work. The author is a practicing attorney specializing exclusively in asset protection planning, with many years of experience. He has represented over a 1,000 wealthy clients over the course of his career. He shares his extensive experience and knowledge of the law in an easy to read and understand manner.

[ Get it at Amazon.com ]

A Lawyer’s Guide to Asset Protection Planning In California

by Jacob Stein

A Lawyer’s Guide to Asset Protection Planning in California is the first and only treatise on asset protection planning specific to California. A desktop reference guide that every attorney in California should have. In-depth coverage of the underlying substantive law and legal doctrines, with a review of applicable statutes and cases. Analysis of the most commonly used structures and planning obstacles. The book focuses largely on California law and planning for California clients, but where appropriate, covers the laws of other leading asset protection jurisdictions like Delaware, Nevada, Cook Islands, etc. In addition to the substantive discussion, this book also takes a revealing look at the practical aspects of asset protection.

Is it ever too late to plan? Is it safe to place assets offshore? How to pick the right structure for your client? What really works and what does not. Learn how to protect your clients’ assets from plaintiffs and creditors. Coverage includes planning with community property, domestic and foreign business entities, domestic and foreign trusts and retirement plans. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees. You’ll learn various ways, from the very simple to the very sophisticated, to protect specific assets common to all clients: houses, bank and brokerage accounts, rental real estate, businesses and professional practices and retirement plans.

[ Get it at Amazon.com ] [ Download a sample chapter - PDF 550KB ] [View the book website.]

Asset Protection

by Robert F. Klueger

As a business owner, you can’t prevent gold-diggers from bringing frivolous lawsuits against you. It’s relatively easy for someone to invent a hollow lawsuit and find a lawyer to present it. It’s not uncommon for the jury to give credence to the most ludicrous lawsuit on the assumption that it wouldn’t be in the court system unless it had merit.

You can’t change human nature or the jury system, and insurance isn’t always enough. However, you can assure that you are protected above and beyond your insurance coverage should you ever be put in this type of situation. With some careful planning and advance arrangements -experienced attorney Robert L. Klueger shows you how to legally position your assets so they are exempt from seizure or shielded from a creditor’s claims.

[ Get it at Amazon.com ] [ Download the first chapter - PDF 174KB ]

A Guide to Asset Protection

by Robert F. Klueger

Partner Robert Klueger’s book, “A Guide to Asset Protection – How to Keep What’s Legally Yours”, has been the definitive guide on the subject for nearly a decade.

Its easy-to-understand pages contain a wealth of interesting and useful information on ways to preserve your hard-earned assets. It’s the result of his decades of experience helping people plan powerful and perfectly legal ways to protect their futures.

[ Get it at Amazon.com ]

Asset Protection – A Technical Manual

by Jacob Stein

“Asset Protection Planning” by Jacob Stein is a technical manual on the subject used by attorneys and CPAs. It’s a detailed study of a number of key areas – the underlying substantive law of asset protection, fraudulent transfer and collection laws, and asset protection with foreign and domestic trusts, legal entities, for married couples and for retirement plans.

[ Download a copy of each chapter in our White Papers section. ]