Bonus Program: LinkedIn 102 and Dinner Meeting: Advanced Asset Protection Planning

Date: Tuesday, November 19, 2013
Time: 4:00 PM - 8:00 PM
Location: Santa Ana Country Club / 20382 Newport Boulevard / Santa Ana 92707
Speaker: Linda Duffy and Jacob Stein, Esq.

Program Registration: 4:00 to 4:30 PM / Speaker Program: 4:30 to 5:30 PM

Leveraging LinkedIn 102

Join Linda at our upcoming bonus program to find out all you need to know about using LinkedIn to Market yourself and your business.

Note: This program does not qualify for continuing education credit.

Linda Duffy, SPHR, MBA
Ethos Human Capital Solutions

Linda Duffy, Founder and President of Ethos Human Capital Solutions, has parlayed 20 years of executive human capital experience into a thriving business of recruiting, consulting, training, and organizational development. Known as "The People Problem Solver®," Linda develops strategies for business leaders to get the right people, systems, and culture in place to achieve their goals. Linda's clients include high-tech businesses, manufacturing firms, non-profit organizations and sole practitioners, and she specializes in addressing the specific challenges of Founder/CEO-led businesses.



Program Registration: 5:30 to 6:15 PM / Dinner Program: 6:15 to 6:45 PM / Speaker Program: 6:45 to 8:00 PM

Advanced Asset Protection Planning

There is no one "silver bullet" in asset protection. The term "asset protection" encompasses a number of planning and structuring mechanisms that may be implemented by a practitioner to minimize a client's exposure to risk. For each client the asset protection solution will be different, depending on (i) the identity of the debtor; (ii) the nature of the claim; (iii) the identity of the creditor; and (iv) the nature of the assets. These are four threshold factors that are either expressly or implicitly analyzed in each asset protection case. The analysis of these four factors determines what planning would be possible and effective for a specific client.

Note: This program qualifies for 1-hour of Attorney, CPA, Professional Fiduciary and Trust Officer continuing education credit. This program is pending continuing education approval with the CFP Board of Standards and the CA Department of Insurance.


  Jacob Stein, Esq.


  Klueger & Stein, LLP


Mr. Stein is a published author and an expert on sophisticated domestic and international tax planning, estate planning, and asset protection.  He has written books and numerous scholarly articles on international taxation, sophisticated trust and estate planning and asset protection 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, Thomson Reuters, Rossdale Group, National Business Institute, Lorman Education Services for many years. He is also a frequent guest speaker at various Bar, Estate Planning Council and CPA group meetings, having taught over 500 seminars over the course of his career. He is consistently rated as outstanding, and his presentations are always lively, engaging and educational.


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