Cutting Edge of Asset Protection

Date: Tuesday, November 12, 2019
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Jacob Stein, Esq., Aliant LLP

From the underlying substantive law to special aspects of making your client judgement-proof (i.e.,what works and what does not), this program will provide an overview on protecting your clients' asset from plaintiffs and creditors.

We will focus on the strategies and solutions used to protect common assets such as houses, bank and brokerage accounts, businesses, professional practices and retirement plans.  Jacob will share real-life stories and anecdotes and will present a very practical approach to protecting assets.

Note:  This program also qualifies for 1-hour of continuing education credit for Attorney, CPA, Professional Fiduciary and Trust Officers. This presentation is approved for 1-hour CE with the Certified Financial Planners Board of Standards (Program ID: 266722).  This course is pending 1-hour CE with the CA Department of Insurance, and 1-hour CE with the Certified Financial Planners Board of Standards.


Meet Our Speaker:

 

Jacob Stein, Esq. is the managing partner of Aliant, LLP.  He is a private wealth attorney and one of the country's best-known asset protection lawyers.  Over the past 20 years Jacob has completed over 3,000 asset protection transactions and is the author of numerous articles and several books.  Jacob is also a frequent speaker, teaching over 50 legal seminars and webinars a year.

 


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