Master the art of flexible, high-impact trust structuring for asset protection, income tax, and cross-border planning.
Jacob Stein, Managing Partner of Aliant Law, reviews the basics of Trusts (what a trust is and is not) and then discusses more advanced areas in a careful and understandable manner. Other topics include creative trust planning and structuring, unwinding irrevocable trusts, trust protectors, defective grantor trusts, spendthrift provisions, self-settled and foreign trusts, and how various provisions and structures may or may not be beneficial or relevant for clients. The course materials are extensive and of unmatched value.
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The Center for Continuing Education, (CCE), is a State Bar of California MCLE Approved Provider. Since 1992, CCE has presented high quality MCLE programs with the nation's leading attorneys and a wide array of topics. After years of in-person traditional seminars, CCE now focuses on production with Zoom or similar technologies so as to attract highly renowned speakers from any location, always true to our motto: "The Best in Topics and Talent."
Managing partner of Aliant, LLP
Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in asset protection planning, complex U.S. and international tax planning, and structuring international business transactions. Mr. Stein received his law degree from the University of Southern California and a Master of Laws in Taxation from Georgetown University. He is ranked by Chambers and Partners in the High Net Worth Category, has been AV-rated by Martindale-Hubbell, named a 'Super Lawyer' by Los Angeles Magazine for over ten years, and listed in the top 1% of ‘America’s Most Honored Professionals’ by the American Registry. Over the course of his career, Mr. Stein has represented officers and directors of Fortune 500 companies, Forbes 400 families around the world, high-profile entrepreneurs, celebrities, high-net-worth individuals, private equity funds, and many more. He is the author of books, dozens of scholarly articles, and technical manuals, including his most recent article, “Creative Planning Strategies Using Irrevocable Trusts,” published in January 2020 in Thomson Reuters Estate Planning Journal. Other recent works include: “Tax Tips for Americans Doing Business in South America,” published in 2019 in the Journal of Taxation; A Lawyer’s Guide to Asset Protection Planning in California, Second Edition; International Joint Ventures – A Concise Guide for Attorneys & Business Owners; and Asset Protection for California Residents, Second Edition, the first and only book in print on asset protection planning specific to California residents that provides a sophisticated and in-depth look at the law in an accessible manner. Mr. Stein was an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program, for ten years. He lectures frequently to attorneys, CPAs, and other professional groups, teaching over 50 seminars per year for state and local bar associations, estate planning councils, and international networking organizations. Mr. Stein is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group, Lorman Education Services, Spidell Publishing, and many more. Mr. Stein is a member of several international legal networks, including Union Internationale des Avocats, IR Global, and the International Bar Association.
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