Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in asset protection planning, complex U.S. and international tax planning, and structuring international business transactions. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He is ranked by Chambers and Partners in the High Net Worth Category, has been AV-rated by Martindale-Hubbell and named a ‘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, Mr. Stein has represented officers and directors of Fortune 500 companies, Forbes 400 families around the world, high-profile entrepreneurs, celebrities, high net-worth individuals, private equity funds, and many more.
He is the author of books, dozens of scholarly articles and technical manuals including his most recent article, “Creative Planning Strategies Using Irrevocable Trusts,” published January 2020 in Thomson Reuters Estate Planning Journal. Other recent works include: “Tax Tips for Americans Doing Business in South America,” published in 2019 in the Journal of Taxation;A Lawyer’s Guide to Asset Protection Planning in California, Second Edition;International Joint Ventures – A Concise Guide for Attorneys & Business Owners; andAsset 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.
Mr. Stein 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. Mr. Stein is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group, Lorman Education Services, Spidell Publishing, and many more.
Mr. Stein is a member of several international legal networks, including: Union Internationale des Avocats, IR Global, and the International Bar Association.
