✅ Accurate profile (2 sources)
Practice area: Tax, Mergers and acquisitions, Estate planning, International law
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Jacob is one of the best lawyers I have ever came accross. If you are considering tax planning, you should contact him first. Lot's of publications and trained students. Thousands of clients. Jacob has also a wonderful personality, professional attitude but at the same time a fantastic sense of humor.
As an estate and international tax planning attorney, there is no better one than Mr. Stein. Jacob is certainly one of the most creative attorneys that I have met. Jacob and I have worked together on many mutual clients and I would not hesitate to refer Jacob now and in the future.
Jacob Stein has a unique set of skills that provide great service to my clients. I have referred numerous clients to Jacob and he has served each well with his creative intelligent and efficient approach to asset protection taking in to account all angles, tax, litigation, judgment.
I was fortunate enough to meet Mr. Jacob Stein and his Partner Mr. Klueger through the continuing education seminars they provide for the Los Angeles County Bar. Mr. Stein's passion for his work, knowledge, creativity and keen sense in providing strong solutions for legal needs in asset protection is just remarkable. While I have yet to work with Mr. Stein, his presentation, responsiveness to my inquiries, and availability make recommending his services as legal asset protection expert so easy. I recommend not only his business quality and work ethic, but his creativity in asset protection while also serving his clients needs with the highest standard.
Jacob Stein is an incredible asset protection lawyer who has provided excellent work for my clients. Jacob has deep knowledge of solutions to both domestic and global challenges.
Jacob did a great asset protection engagement for a client that had many difficult issues it faced with a reorganization of their business interest that solved their exposure. I would definitely hire Jacob in the future for complex tax strategies and asset protection issues.
Jacob knows tax and asset protection law in great depth, creates appropriate plans in a timely fashion at a reasonable cost, and is excellent at helping clients understand what can and cannot be done -- making me look good for recommending him to my clients.
Jacob was extremely helpful to estate planning clients of our firm, a husband and wife who are both M.D.s, who had asset protection concerns. His suggestions were practical, easily implemented and responded to the clients' concerns.
I have referred Jacob a number of clients who were in need of his services. Uniformly, Jacob has done an outstanding job and the clients have been very satisfied. I highly recommend Jacob.
Asset conservation work should be done by an attorney who specializes in that area of the law. Jacob Stein has those qualifications, but also brings to the engagement a strong tax background to provide the second level of analysis. Charles S. Tigerman of Mindlin and Tigerman
I know Jacob to be client-focused, cost-effective and highly knowledgeable. Jacob presents the best possible solution and they ways to achieve it. A pleasure to deal with.
If you have a client who wants to protect his assets, Jacob is the guy
I have known Jacob since 2003. Jacob is a renowned asset protection attorney who consistantly achieves impressive results for his clients. Jacob has a knack for explaining very complex concepts in easy to understand language, and he has an easy-going and kind-hearted style. I am happy to recommend Jacob and his valuable services.
Jacob has been very effective, responsive and a knowledgeable educator of what can and cannot be done in a critical niche area of the law.
Jacob provides a unique combination of practical and sophisticated legal advice to clients in sensitive situations. I have the greatest respect for his ability to focus on the needs of clients in the particularly difficult areas of asset protection and wealth preservation, and he balances creativity with acute knowledge of the possible.
I refer all asset protection matters to Jacob without hesitation because he is innovative, smart, trustworthy and extremely competent. The legal services he provides those clients I refer to him are fitting for their highly technical needs.
Jacob is the go-to guy for asset protection. He is a very bright, knowledgeable attorney with a great sense of humor.
Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named “A Super Lawyer” by the Los Angeles Magazine and is one of “America’s Most Honored Professionals 2016”, 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; celebrities; high-profile entrepreneurs; private equity funds; wealthy foreigners doing business in the United States and many more.
He is the author of several books, numerous scholarly articles and technical manuals.
His works include his book: A Lawyer’s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures – A Concise Guide for Attorneys & Business Owners, published in 2014.
Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 50 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner’s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Advanced Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group, Lorman Education Services and many more. For the past ten years he has been an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.
Address: 16000 Ventura Blvd Ste 1000, Encino, CA, USA
LinkedIn: https://www.linkedin.com/in/jacobsteinesq/
Avvo: https://www.avvo.com/attorneys/91436-ca-jacob-stein-370944.html
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