About Author Jacob Stein

Jacob Stein

Jacob Stein (J.D.; LL.M.) is a Certified Tax Law Specialist (State Bar Board of Legal Specialization) and is AV rated by Martindale-Hubbell (highest possible rating). He is the author of numerous articles on asset protection and tax planning, and is the author of Asset Protection Planning (Education Foundation, 2009), currently in its 7th edition, and Advanced Tax Planning Techniques (Education Foundation, 2009). Mr. Stein's article Building Stumbling Blocks: A Practical Take on Charging Orders appeared in the October 2006 issue of RIA's Business Entities Magazine and is considered the seminal article on the topic of LLC charging orders. His June 2006 article Advanced Asset Protection and Tax Planning with LLCs appeared in the Los Angeles Lawyer and is used by many attorneys as a guide to planning with LLCs.

Mr. Stein is one of California's best known attorneys, teaching dozens of legal seminars each year on the subjects of asset protection and advanced tax planning. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program, and has been an instructor with the California CPA Education Foundation, National Business Institute and Lorman Education Services for many years. He is also a frequent guest speaker at various Bar, Estate Planning Council and CPA group meetings. Mr. Stein is admitted to practice in California and before the United States Tax Court.


Jacob Stein is listed as one of the Top Young Lawyers in Southern California by LA Magazine, July 2009.
Jacob Stein is listed as one of the Top Young Lawyers in So. California by LA Magazine, July 2009.
Jacob Stein is AV-Rated by Martindale-Hubbell


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I had the pleasure of working with Jacob Stein in setting up a business entity for my new business. I found the experience to be absolutely positive. Jacob easily answered all my questions in an easy to understand manner, explained the most difficult legal concepts, got the work done quickly, and was very humble and respectful of my needs through the entire process. I greatly appreciate his work.

— Sunil Bhaskaran, Santa Cruz, CA