Asset Protection Planning and Cryptocurrency

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. Jacob received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University.

Blake Harris
Blake Harris
Blake Harris Law

Blake Harris is the founding principle at Blake Harris Law, where he assists clients throughout the world with Asset Protection. Blake's extensive experience helping families protect their property has made him well regarded as an authority in handling the difficult and sensitive issues surrounding asset protection planning.

Live Video-Broadcast: October 19, 2022

Asset Protection Planning and Cryptocurrency

$245.00 2.5 hour CLE

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Program Summary

Session I - Asset Protection Planning – Jacob Stein

From the underlying substantive law to practical aspects of making your client judgment-proof (i.e., what works and what does not), this program will provide an overview on protecting your clients’ assets from plaintiffs, creditors, and government agencies. We will focus on the strategies and solutions used to protect common assets such as houses, bank and brokerage accounts, businesses, professional practices, and retirement plans. The instructor will share real-life stories and anecdotes and will present a very practical approach to protecting assets. The discussion will also cover asset protection planning in a troubled economy, focusing on protecting assets from lenders and landlords and how to plan after a lawsuit, a default, or an accident.

Key topics to be discussed:

  • Overview of Asset Protection
  • Fraudulent Transfers
  • Using Business Entities
  • Advanced use of Asset Protection Trusts
  • Offshore Structures
  • Protecting Specific Assets

Session II - Asset Protection for Cryptocurrency - Blake Harris

Asset Protection Attorney Blake Harris will present 'Asset Protection for Cryptocurrency'. The rise in popularity of Bitcoin and other cryptocurrencies has been a popular topic in the news. Understanding the basics of Cryptocurrency will soon be as vital to the practice of law as understanding the basics of how to use the internet. However, this important asset class is vulnerable to being lost in a lawsuit. Asset Protection Attorney Blake Harris will teach the basics of cryptocurrency and various strategies for keeping digital assets protected from lawsuits.

Key topics to be discussed:

  • Overview of Cryptocurrency and Digital Assets
  • Regulatory Framework surrounding Cryptocurrency
  • Asset Protection Strategies for Cryptocurrency

This course is co-sponsored with myLawCLE.

Date / Time: October 19, 2022

  • 10:00 am – 12:50 pm Eastern
  • 9:00 am – 11:50 am Central
  • 8:00 am – 10:50 am Mountain
  • 7:00 am – 9:50 am Pacific

 

Closed-captioning available

Speakers

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.

 

Blake-Harris_Blake-Harris-Law_FedBarBlake Harris | Blake Harris Law

Blake Harris is the founding principle at Blake Harris Law, where he assists clients throughout the world with Asset Protection. Blake’s extensive experience helping families protect their property has made him well regarded as an authority in handling the difficult and sensitive issues surrounding asset protection planning.

Before Blake Harris Law, Blake worked for one of the nation’s largest wealth management firms, where he helped high-net-worth and ultra-high-net-worth clients protect their assets.

Blake founded Blake Harris Law because he is passionate about helping families protect their wealth and pass it to the next generation. Not only does he value building long-lasting client relationships, he also strives to provide each client with peace of mind about their assets.

In addition to his active practice, Blake also strives to share his in-depth knowledge to help other professionals advance in their careers. Across the nation, Blake has given numerous presentations and continuing education lectures on asset protection and estate planning to CPAs, financial advisors, and other attorneys. Blake has been quoted in state-wide and national publications, such as ABC, NBC, CBS, Fox News, The Denver Post, and Market Watch, and he has been named a “Rising Star” for 2020, 2021, and 2022 by Super Lawyers Magazine. Blake is also the author of the book “Asset Protection, How to Protect Your Property from Lawsuits”.

Blake graduated in 2007 with a degree in Finance from the University of Florida and received a Juris Doctorate in 2010 from the University of Florida Levin College of Law, a top-tier law school.

Blake is the founder of the Blockchain Asset Protection Council and an active member of the American Bar Association and International Bar Association. Blake has been a member in good standing of the Florida Bar since 2010 (Florida Bar number: 86486) and the Colorado Bar since 2013 (Colorado Bar number: 45942).

Outside of work, Blake enjoys traveling and spending time with family.

Agenda

Session I – Asset Protection Planning | 10:00am – 12:10pm

  • Overview of Asset Protection | 10:00am – 10:20am
  • Fraudulent Transfers | 10:20am – 10:40am
  • Using Business Entities | 10:40am – 11:00am

Break | 11:00am – 11:10am

  • Advanced use of Asset Protection Trusts | 11:10am – 11:30am
  • Offshore Structures | 11:30am – 11:50am
  • Protecting Specific Assets | 11:50am – 12:10pm

Break | 12:10pm – 12:20pm

Session II – Asset Protection for Cryptocurrency | 12:20pm – 12:50pm

  • Overview of Cryptocurrency and Digital Assets | 12:20pm -12:30pm
  • Regulatory Framework surrounding Cryptocurrency | 12:30pm -12:40pm
  • Asset Protection Strategies for Cryptocurrency | 12:40pm – 12:50pm