Curriculum Vitae

Jacob Stein, Esq. is a Partner at Valant,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, is AV-rated (highest possible rating) by Martindale-Hubbell and has been named “A Super Lawyer” by the Los Angeles Magazine.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

Mr. Stein is the author of numerous books, scholarly articles and technical manuals.  His latest work "Asset Protection for California Residents, Second Edition", published in 2017, is the first and only book in print on asset protection planning speciic to California residents., it presents a sophisticated and in-depth look at the law in an easy to read and understand manner.  He also wrote: A Lawyer’s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016. It is the only legal treatise on asset protection specific to California. Other works include: International Joint Ventures – A Concise Guide for Attorneys & Business Owners, published in 2014; A Lawyer’s Guide to Asset Protection Planning in California, published in September of 2011. The companion book for non-lawyers, Asset Protection for California Residents, was published in October 2011. His Asset Protection Planning and Advanced Tax Planning Techniques manuals have been used by the California CPA Education Foundation for the past 10 years.

Mr. Stein is a frequent lecturer to various attorney, CPA and other professional groups, teaching over 50 seminars per year. His presentation topics include A Foreigner’s Guide to Investing in U.S. Real Estate, Tax Planning for Cross-Border Joint Ventures, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. Jacob is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

Mr. Stein is a member of several associations including: Union Internationale des Avocats, International Practice Group, IR Global, International Law Section – State Bar of California, and the International Bar Association.

Tel. (818) 933-3838