The Asset Protection Law Letter
A Service of Klueger & Stein, LLP

               THE ASSET PROTECTION LAW LETTER            

Sharing Our Secrets

Over the past few years we have managed to build our law firm into the largest asset protection practice on the West Coast. What is the secret of our success? There is no secret. It has been built on three simple tenets:

  1. Less is more — We have considerably narrowed our practice over the past few years to focus primarily on asset protection planning, high-end tax planning and structuring complex and esoteric business transactions. That has allowed us to focus our marketing energies with very good results.
  2. Premium services — We take incredibly good care of our clients. That means representing clients when other lawyers say "no" and holding their hand through the hard times. We never charge clients for phone calls or meetings and take the time to explain everything to them and put them at ease. This holds true whether the client is worth several billion or a few hundred thousand. In some cases we will even work with celebrity clients. Not to mention that we are really, really good at what we do.
  3. Little things — We send thank you gifts to referral sources and clients. A box of really nice wine for the lawyer or accountant. A spa treatment for the stressed out client. Speaking of spas, we have found a great little spa on Melrose that sells us gift certificates at a good discount. Clients are very happy with the spa treatment and we are very happy with the price. (If you are interested, its BelloViso Spa – 818-231-2098). People tend to remember these little gestures a lot better than the fact that we saved their assets from a creditor.

An Update on Swiss Banks

Last week Jacob Stein was in Zurich to tend to nervous Swiss bankers (following the UBS debacle). He is happy to report that following their initial overreaction (at first a lot of the private banks we deal with decided to turn away US clients), the banks have gone back to normal. Apparently, they remembered that being Swiss bankers they do like money… a lot. And US clients mean lots of money. The only real change implemented by the private banks is that they will all now collect forms W-9 from US clients. This makes life more difficult for tax cheats, but does not impact our clients who use these banks for asset protection.

Asset Protection
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If you would like to book us for a speaking engagement, please call (818) 933-3838. 

Robert F. KluegerJD, LLM 
Mr. Klueger is one of the very few private attorneys in America who has argued a tax case before the United States Supreme Court, [United States v. Brockamp, 519 US 347 (1997)], which resulted in a change in the tax law regarding tax refund claims filed by disabled taxpayers....

Jacob Stein, JD, LLM
Mr. Stein is one of California’s best known attorneys and AV rated by Martindale-Hubbell (highest possible rating). He lectures dozens of legal seminars each year on the subjects of asset protection and advanced tax planning....
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