Jacob Stein

Jacob Stein, Esq., TEP, is the managing partner of Aliant, LLP, in Los Angeles, California, Jacob Stein represents clients seeking to protect assets from claims of plaintiffs, creditors and government agencies, and also assists clients with estate and estate tax planning and international tax planning. 

Mr. Stein's clients include business owners, real estate investors and developers, tech entrepreneurs, doctors and other professionals.

Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He is a Certified Tax Law Specialist by the State Bar of California, ranked in the Chambers and Partners High Net Worth Guide, holds an AV-rating from Martindale-Hubbell®, has been named a A Super Lawyer® by the Los Angeles Magazine for over ten years, and has a TEP designation.

He is the author of books, dozens of scholarly articles and technical manuals. One of his more recent articles, “Bulletproofing Assets” was published in the April 2022 issues of the Los Angeles Lawyer. Other recent articles include “Creative Planning Strategies Using Irrevocable Trusts,” published in the Thomson Reuters Estate Planning Journal and “Foreign Investment in U.S. Real Estate” published in the Journal of Taxation. Books authored by Mr. Stein 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.

 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, Thomson Reuters, the Rossdale Group, Lorman Education Services, Spidell Publishing, and many more.

*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer-review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Ratings™ fall into two categories – legal ability and general ethical standards.