Advanced Planning with Trusts

Jacob Stein
Jacob Stein | Aliant, LLP

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.

On-Demand: March 8, 2023

Advanced Planning with Trusts

$195.00 1.5 hour CLE

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Program Summary

Starting with a general overview of trusts and fundamental concepts and issues common to all trusts, this presentation will quickly advance to topics like revoking irrevocable trusts, keeping trusts flexible and retaining control through the use of trust protectors, sophisticated gift and estate tax planning, special needs planning and asset protection planning.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Trusts
  • Tax Planning
  • Asset Protection
  • Foreign Asset Protection Trusts
  • Advanced Planning with Foreign Trusts
  • Unwinding Irrevocable Trusts

Date: March 8, 2023

Closed-captioning available


Jacob-Stein_Aliant,-LLP_FedBarJacob Stein | Aliant, LLP

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.

Over the course of his career, Jacob has represented family-owned businesses, successful startups and founders, officers and directors of Fortune 500 companies, politicians, high-profile entrepreneurs, celebrities, and some of the world’s most prominent families.

He is the author of books, dozens of scholarly articles and technical manuals. His most recent article, “Bulletproofing Assets,” was featured on the cover of the April 2022 issue of the Los Angeles Lawyer. Other recent published works include “Creative Planning Strategies Using Irrevocable Trusts” (Estate Planning Journal, 2020), “Tax Tips for Americans Doing Business in South America” (Journal of Taxation, 2019), and “Foreign Investment in U.S. Real Estate” (Journal of Taxation, 2019). Books authored by Jacob include 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.

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.


I. Trusts | 11:00am – 11:15am

II. Tax Planning | 11:15am – 11:30am

III. Asset Protection | 11:30am – 11:45am

IV. Foreign Asset Protection Trusts | 11:45am – 12:00pm

Break | 12:00pm – 12:10pm

V. Advanced Planning with Foreign Trusts | 12:10pm – 12:25pm

VI. Unwinding Irrevocable Trusts | 12:25pm – 12:40pm