SEPC January Meeting

Date: Wednesday, January 24, 2024
Time: 5:00pm - 7:30pm
Location: Sutter Club (Sacramento Room)
Speaker: Jacob Stein, Esq., TEP - Aliant LLP

All in-person seating is reserved and Zoom option is the only remaining option.

January Meeting
Advanced Considerations in Asset Protection

Jacob Stein, Esq., TEP, International Taxation, Business Transactions & Asset Protection- Aliant LLP

From the underlying substantive law to practical aspects of asset protection, you will learn how to keep your assets from plaintiffs, creditors or an agency of the federal government. We’ll review planning strategies and solutions, including planning with community property, use of domestic and off shore business entities, domestic and foreign trusts, equity strips, private retirement plans and many other. We will look at how to protect assets in a troubled economy from lenders and landlords holding personal guarantees and how to plan after a lawsuit, a default or an accident. The discussion will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans.

Sutter Club, Sacramento Room
1220 Ninth Street

Sutter Club, Garage
824 L Street

Zoom Attendees
Please sign in promptly so you have adequate opportunity to prepare for the meeting. 

Zoom information will be emailed the day before as well as the time to sign in for the meeting.

Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.


  • SEPC Members (Zoom): $35
  • Non-Members (Zoom): $50

For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939

Zoom registration will close on Monday, January 22.

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