Publications

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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