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Recording of a February 7, 2023 MCLE presentation for the Alameda County Law Library Program Description From the underlying substantive law to practical aspects of asset protection, you will learn how to keep your assets from plaintiffs, creditors or an agency of the federal government. We'll review planning strategies and solutions, including planning with community property, use of domestic and offshore business entities, domestic and foreign trusts, equity strips, private retirement plans and many other. We will look at how to protect assets in a troubled economy from lenders and landlords holding personal guarantees and how to plan after a lawsuit, a default or an accident. The discussion will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans. About the Speaker Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in international tax planning, creative business and private wealth transactions, and asset protection. Jacob received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He is ranked in the Chambers and Partners High Net Worth Guide, holds an AV-rating from Martindale-Hubbell®, has been named a Super Lawyer® by the Los Angeles Magazine for over ten years, and is listed in the top 1% of ‘America’s Most Honored Professionals’ by the American Registry. Jacob 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. Jacob is an instructor with the California CPA Education Foundation, Thomson Reuters, the Rossdale Group, Spidell Publishing, and many more. The written materials for this MCLE program can be downloaded here: https://lawlibrary.acgov.org/wp-conte... California MCLE self-study information: 1 hour California self-study MCLE credit For California self-study MCLE credit you can watch the video, download and read the written materials, and keep a record of your self-study activities on a California State Bar MCLE Personal Log, which can be downloaded from: https://www.calbar.ca.gov/Portals/0/d... Note that self-study credit can be received only from videos that were prepared in the preceding five years (see MCLE Rules - Attorneys (effective October 1, 2023) Rules of the State Bar, Title 2, Div. 4, Rule 2.83 Self-study at: https://www.calbar.ca.gov/Portals/0/d... Alameda County Law Library's California MCLE Multiple Activity Provider Number is 14043. Disclaimer: These videos are provided for informational purposes only. These videos are not legal advice. Viewing these videos does not create an attorney-client relationship. Laws may change often and the videos may not reflect such changes after publication.