Recent Blog Posts

IRS Announces Third Amnesty Program for Offshore Accounts

Author: Jacob Stein • Tags: asset protection, irs, offshore • Posted on: Jan 09, 2012

The Internal Revenue Service today reopened the offshore voluntary disclosure program to help people hiding offshore accounts get current with their taxes and announced the collection of more than $4.4 billion so far from the two previous international programs.

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Rumor Heard: Sweeping Settlement with Swiss Banks

Author: Jacob Stein • Tags: asset protection, swiss banks • Posted on: Oct 24, 2011

There is a rumor going round that the Swiss banks may enter into a sweeping settlement with the U.S. government to settle civil claims.  The banks will hand over names of thousands of U.S. clients and pay billions of dollars.  The settlement will not cover criminal charges pending against several Swiss and Israeli banks.

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Legal Treatise on Asset Protection Planning in California Published

Author: Jacob Stein • Tags: asset protection, california, press release • Posted on: Sep 22, 2011

Press Release

Los Angeles, CA, September 22, 2011 – Over the past decade attorney Jacob Stein has represented over one thousand clients seeking to protect their assets from claims of creditors. During the same time Mr. Stein taught several hundred seminars, educating thousands of lawyers and accountants on how to properly protect their clients’ assets, and published numerous scholarly articles.

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Several More Swiss Banks Under Scrutinty

Author: Jacob Stein • Tags: foreign, irs, swiss banks, tax law • Posted on: Sep 21, 2011

The U.S. government is requesting information on American account holders from several more Swiss banks. These banks include the giant Credit Suisse, as well as HSBC, Julius Baer Group Ltd., Wegelin & Co., Basler Kantonalbank and Zuercher Kantonalbank. These banks are apparently under secret grand jury investigation in the U.S. The banks have not yet commented on the inquiry.

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The High Cost of a Corporate Trustee

Author: Jacob Stein • Tags: asset protection, corporate trustee, trust • Posted on: Aug 02, 2011

A corporate trustee is a bank or a licensed trust company that provides trustee services on a professional basis.  A corporate trustee may be as large as the trust department of Bank of America or the Northern Trust Company, or a little organization you have never heard of.  All corporate trustees charge for their services.  Some on a flat fee basis, some as a percentage of assets under management.  How much a trustee will charge depends on what it is required to do under the trust agreement.

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Latest Video Bob Klueger Estate Tax Law Video Bob Klueger talks about the effects of the new tax law.
Featured Article
RobbReport.com speaks with asset protection specialist Jacob Stein of Klueger & Stein, LLP in Los Angeles about the importance of protecting valuable assets, such as your private residence, rental real estate, investments and retirement plans.