Asset Protection

10/15/2021

I'm excited to announce not just one but TWO upcoming webinars I'll be putting on as part as Spidell’s 2021 Trust Webinar Series. Join me and earn CPE credit!

On October 27th I'll be presenting alongside Michelle Lerman, Esq. on Estate Planning and Asset Protection in the Age of Uncertainty.
https://lnkd.in/gFGCkcws

On October 29th I'll be presenting on Asset Protection – How to Keep What You Have.
https://lnkd.in/ghvbsBFk

Click the links to reserve your spot today!

04/06/2021

Jacob Stein's latest webcast on strategies in the age of is now available on our YouTube channel. Watch the 60-minute replay anytime, and follow us for more great content on asset protection.

The Covid pandemic has devasted businesses. We have seen restaurants, retailers, beauty spas, shopping centers, commercial property owners and many others ei...

03/22/2021

***LAST CHANCE TO REGISTER for this FREE webinar***

What: Free Webinar - Protecting Assets from Personal Guarantees
When: Tomorrow, March 23rd 9a-10:30a PST
How: Register here today 👉: https://bit.ly/3e5CzCZ
*California attorneys and accountants earn CLE credit

Join us for a free webinar as we discuss the implications of personal guarantees on business owners during a pandemic.

In this engaging and very practical presentation, we will share with you how to keep assets safe from landlords and lenders holding personal guarantees.

Our discussion will include:
planning with community property
use of domestic and offshore business entities
domestic and foreign trusts
trigger (bridge) trusts
equity strips
private retirement plans
offshore banking

We will also discuss various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans.

Click the link 👉 to register today! https://bit.ly/3e5CzCZ

03/09/2021

Join us for a free webinar as we discuss the implications of personal guarantees on business owners during a pandemic.

*** California attorneys and accountants earn CLE credit ***

In this engaging and very practical presentation we will share with you how to keep assets safe from landlords and lenders holding personal guarantees.

Our discussion will include:
- planning with community property
- use of domestic and offshore business entities
- domestic and foreign trusts
- trigger (bridge) trusts
- equity strips
- private retirement plans
- offshore banking

We will also discuss various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans.

Register at the link below: https://bit.ly/3e5CzCZ

Welcome! You are invited to join a webinar: Webinar— Protecting Assets from Personal Guarantees. After registering, you will receive a confirmation email about joining the webinar.

03/03/2021

Join us for a free webinar as we discuss the implications of personal guarantees on business owners during a pandemic.

*** California attorneys and accountants earn CLE credit ***

In this engaging and very practical presentation we will share with you how to keep assets safe from landlords and lenders holding personal guarantees.

Our discussion will include:

planning with community property
use of domestic and offshore business entities
domestic and foreign trusts
trigger (bridge) trusts
equity strips
private retirement plans
offshore banking

We will also discuss various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans.

Click the link 👉 to register today! https://bit.ly/3e5CzCZ

America's leading asset protection law firm. Over 3,000 completed transactions. We will help you keep your assets.

12/08/2020

If your estate may be taxable under Biden’s proposal, do not wait. You must take action before the end of this year. We can allow you to plan now and decide later. Click below to discover how we can help you prepare.

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08/24/2020

Sharing some thoughts on this Monday morning:

These have been difficult and challenging times for all of us. In my law practice I speak daily to people whose businesses are failing, and whose fortunes are dwindling. It is often heartbreaking to watch someone lose everything they have worked for in the span of just a few months. A lifetime of hard work and sacrifice, and it is gone. Just like that. It could not have been predicted, and no one is to blame. It just is.

My heart goes out to everyone who has suffered as a result of the Covid pandemic. Life is often hard, and rarely fair. I am inspired by one of my favorite Churchill quotes: “Success is not final, failure is not fatal: it is the courage to continue that counts.” So please hang in there. Everything will be fine (just not yet).

06/11/2020

Jacob Stein's latest webcast on strategies in the age of is now available on our YouTube channel. Watch the 90-minute replay anytime, and follow us for more.

When a crisis hits, getting a head start matters and those who have prepared will fare better than those who have not. This engaging presentation on protecti...

06/09/2020

The COVID-19 crisis should serve as a reminder to business owners how important it is to plan ahead. During times of economic uncertainty, there is an explosion of litigation claims. Asset protection is a legal and cost-effective way to protect your home and life savings from lawsuits and personal guaranties. Learn more: https://maximumassetprotection.com/blog/why-it-is-important-to-protect-your-wealth-in-the-age-of-covid-19

11/11/2019

On this , take a moment to practice . The Lawyer Well Being Movement is dedicated to raising awareness and promoting a continuous process in which lawyers can thrive in all dimensions of their lives. Learn more: https://lawyerwellbeing.net

09/25/2019

The new 'gig economy worker bill' has rewritten employment law in California. If you are a business owner or attorney, read our latest blog to learn more about and contact me to set up structures for your personal and business assets.
https://www.aliantlaw.com/…/what-ab5-means-to-california-b…/

09/24/2019

I encourage all California business owners to reach out to an employment attorney to complete an analysis of worker classification, and then to reach out to us to help set up asset protection structures for the assets of the individual owners and the assets of the business. Learn more about on our blog.