Publications

Tilting at Windmills: California’s Treatment of a Foreign Jurisdiction’s Series LLCs

Tilting at Windmills: California’s Treatment of a Foreign Jurisdiction’s Series LLCs

By Jacob Stein Jacob Stein

The concept of a series LLC ("Series LLC") has been adopted from the offshore mutual fund industry, where segregated portfolio companies and protected cell companies have been in existence for quite some time. 

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Legal Strategies to Protect Your Properties

Legal Strategies to Protect Your Properties

By Jacob Stein Jacob Stein

Most plaintiffs and creditors simply give up the chase when confronted with an asset protection structure. 

Commercial real estate owners are frequent targets of lawsuits. Typically, these are lawsuits arising from their real estate operations, such as lender actions for default....

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Asset Protection as a Line of Defense

Asset Protection as a Line of Defense

By Jacob Stein Jacob Stein

Real estate developers, builders and investors are frequent targets of lawsuits, particularly suits by lenders for defaults and suits by homeowners for construction defects. Most developers spend fortunes litigating these cases, file for bankruptcy or simply throw up their hands in a...

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Asset Protection for Orthodontists

Asset Protection for Orthodontists

By Jacob Stein Jacob Stein

Although orthodontists represent only 7% of all dentists in the United States,' they face a disproportion ately large number of malpractice lawsuits. 

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Asset Protection for Doctors

Asset Protection for Doctors

By Jacob Stein Jacob Stein

This article provides a comprehensive overview of asset protection for doctors. It focuses on the most practical asset protection strategies and examines the most commonly used structures. For each asset type, different alternatives are discussed and compared.

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Importance of Trusts in Asset Protection

Importance of Trusts in Asset Protection

By Jacob Stein Jacob Stein

The goal of all asset protection planning is to insulate assets from claims of creditors without concealment or tax evasion. It is usually impossible to completely and absolutely protect assets, thus the focus of asset protection planning is on making assets more difficult and more...

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A Practical Take on Charging Orders

A Practical Take on Charging Orders

By Jacob Stein Jacob Stein

There are relatively few types of assets that are statutorily protected from claims of creditors. Membership interests in limited liability companies (LLCs) and partnership interests are afforded a significant level of protection through the charging order mechanism. 

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Advanced Asset Protection and Tax Planning with LLCs

Advanced Asset Protection and Tax Planning with LLCs

By Jacob Stein Jacob Stein

In this exhaustive article, Jacob Stein examines such issues as LLC charging orders, series LLCs, foreign LLC structures, drafting issues and tax planning concerns. This article is an exhaustive reference on many LLC issues.

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Planning with LLCs

Planning with LLCs

By Jacob Stein Jacob Stein

From the time limited liability companies came into prominence, practitioners have been working to maximize their asset protection, business flexibility and tax advantages, among other benefits.

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Tax-Free Exchanges and Fractional Interests: TICs, Tax, Go!

Tax-Free Exchanges and Fractional Interests: TICs, Tax, Go!

By Jacob Stein Jacob Stein

Jack was fast approaching his “golden” years, and following the advice of his attorney/CPA/financial planner was looking to diversify his only asset, a 30,000 square-foot shopping center. Having made his living off real estate, Jack was not interested in pork belly futures, blue-chip...

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