Our Attorneys

Jacob Stein (J.D.; LL.M.) is a Certified Tax Law Specialist (State Bar Board of Legal Specialization) and is AV rated by Martindale-Hubbell (highest possible rating). He is the author of numerous articles on asset protection and tax planning, and is the author of Asset Protection Planning (Education Foundation, 2009), currently in its 7th edition, and Advanced Tax Planning Techniques (Education Foundation, 2009). Mr. Stein’s article Building Stumbling Blocks: A Practical Take on Charging Orders appeared in the October 2006 issue of RIA’s Business Entities Magazine and is considered the seminal article on the topic of LLC charging orders. His June 2006 article Advanced Asset Protection and Tax Planning with LLCs appeared in the Los Angeles Lawyer and is used by many attorneys as a guide to planning with LLCs.

Mr. Stein is one of California’s best known attorneys, teaching dozens of legal seminars each year on the subjects of asset protection and advanced tax planning. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program, and has been an instructor with the California CPA Education Foundation, National Business Institute and Lorman Education Services for many years. He is also a frequent guest speaker at various Bar, Estate Planning Council and CPA group meetings. Mr. Stein is admitted to practice in California and before the United States Tax Court.

Tel. (818) 933-3838 | Contact Jacob Stein »

Robert F. Klueger (J.D.; LL.M) received his B.A. from the University of Pennsylvania (cum laude), his law degree from Fordham Law School, and his Master of Laws in Taxation from the University of Denver. He is a Certified Tax Law Specialist (State Bar Board of Legal Specialization) and is AV rated by Martindale-Hubbell (highest possible rating). A practicing attorney since 1974, he is a member of the bars of the United States Supreme Court, the United States Tax Court and the state bars of California, New York and Colorado.

Mr. Klueger is a frequent lecturer on asset protection for the California Bar Association and various other groups throughout the U.S. He is the author of numerous books and scholarly articles on asset protection and tax planning. His published books include Buying and Selling a Business (John Wiley & Sons, 1988), Mergers & Acquisitions, a Practical Guide (Executive Enterprises, 1989), A Guide to Asset Protection (John Wiley & Sons, 1997), and Asset Protection (Entrepreneur Press, 2008). His latest book, Estate Planning After the New Tax Law, was published by Xlibris Press in 2011. His article entitled Overview of International Estate Planning appeared in the October 2012 issue of Valley Lawyer.

He is one of the very few private attorneys in America who has argued a tax case before the United States Supreme Court, [United States v. Brockamp, 519 US 347 (1997)], which resulted in a change in the tax law regarding tax refund claims filed by disabled taxpayers.

Tel. (818) 933-3838 | Contact Bob Klueger »

Awards & Accolades