Practical Asset Protection Planning: Modern Tools That Actually Work

Practical Asset Protection Planning: Modern Tools That Actually Work

$45

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Practical Asset Protection Planning: Modern Tools That Actually Work
About the Program

This program gives attorneys a clear, practical framework for modern asset protection planning. We will move beyond theory and examine the structures you should use to insulate clients from litigation and creditor claims, including LLCs, limited partnerships, charging-order jurisdictions, transmutations of assets, domestic asset protection trusts, offshore trusts, hybrid DAPT structures, and trigger-type trusts that convert from revocable to protective status. The session focuses on how these structures work, where they fail, and how to layer them to achieve predictable results. Attendees will leave with actionable strategies they can immediately apply in their own practices, including planning for real estate investors, professionals exposed to malpractice claims, business owners with personal guarantees, and high-net-worth clients seeking to reduce litigation risk.

Key takeaways include:

  • Learn to use “game theory” when negotiating with plaintiffs and creditors
  • See why it is never too late to implement asset protection
  • Protect assets from personal guarantees and business lawsuits
  • Understand the most common domestic structures
  • Comprehend offshore structures in the age of transparency
Speaker(s)
Jacob Stein

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Managing Partner

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.

... Read more
Accreditation
Credit Hours:
1.00
Specialty Area:
None
Credit Type:
General
Original Air Date:
January 29, 2026
Accredited in:
California
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