Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
November 1, 2024
Credit Eligible In:
California
This presentation on Asset Protection Planning for the Elderly provides attorneys with essential strategies to safeguard clients’ assets from potential and existing risks. The elderly face many different risks: they need to protect their assets from the children of the second spouse, from possible lawsuits by the caretaker, from car accidents, and from unscrupulous salespeople. You will learn various strategies and techniques to protect assets, including domestic and offshore trusts with trust protectors, the use of legal entities, equity stripping, protection through retirement plans, and other strategies. The program will cover both proactive measures and crisis planning, addressing common scenarios and pitfalls. The speaker has been practicing and teaching asset protection for over 20 years and the presentation will be very practical and solution driven.
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 and named a ‘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. 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.
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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
Live Webinars are free for all members. OnDemand is free for members at the Sustainer or higher level. Economy members pay the full rate.
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