Sponsor – Heritage Auctions

Heritage Auctions is the largest auction house founded in the United States, with $826+ million in sales worldwide in 2018, specializing in over 40 categories including Coins, Jewelry & Timepieces, Fine and Decorative arts, Entertainment and Sports Memorabilia. Our Trusts & Estates department offers a full range of auction and appraisal services to trust and estate professionals, for personal assets from initial consultation to settlement.

Meeting Topic : Asset Protection Strategies

Speaker : Jacob Stein

Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist.

Mr. Stein has been ranked by Chambers HNW 2019. He is AV-rated (highest possible rating) by Martindale-Hubbell 2018, has been named ‘A Super Lawyer’ by the Los Angeles Magazine and listed in the top 1% of ‘America’s Most Honored Professionals 2019’ 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; celebrities; high-profile entrepreneurs; private equity funds; wealthy foreigners doing business in the United States and many more.