Jay Adkisson Pictured at right in Forbes' Article "Build Your Own Soapbox" Best of the Web Edition Jay Adkisson is best known as the creator of Quatloos.com and as a book author and popular legal and financial speaker on a variety of topics. Jay is an avid private pilot, having earned his private pilot's license after losing an eye to cancer. Many of Jay's clients are private pilots or aircraft owners. Jay's regular pursuits include surfing, mostly at San Onofre state park on the San Diego-Orange County border, basketball, weightlifting, and scuba diving. He remains a big fan of Oklahoma Football and jazz music.

Attorney Jay Adkisson earned his Juris Doctor degree from the University of Oklahoma in 1988, and was a member of the Oklahoma Law Review. He has been admitted to practice before the Supreme Court of Oklahoma (1989), Texas (1993) and California (2007), the U.S. Supreme Court, the U.S. Court of Appeals for the 5th, 10th, and 11th Circuits, and numerous federal district courts nationwide. Jay is a founding partner of Riser Adkisson LLP, with his offices in Southern California, and which firm primarily provides business, tax and estate planning services in certain states and on both coasts. Jay continues to accept some litigation matters, particularly in the area of creditor-debtor law, judgment collections, and related fields. Nationally known as a leading critic of abusive asset protection and offshore strategies, Jay is the author, along with Mr. Chris Riser, of "Asset Protection: Concepts and Strategies" (McGraw-Hill, 2004), which is the all-time bestselling book on the topic of asset protection. Jay has been quoted on a wide array of legal and financial planning topics by such publications as Forbes, BusinessWeek, the Wall Street Journal, the Financial Times, and National Public Radio. Jay regularly speaks to professional groups and associations about the ethics and morality of asset protection planning, and the need for such planning to be fully disclosed and legal. He has presented to the American Bar Association, many state and county bar associations, the University of Miami's Heckerling Institute, the Southern California Tax & Estate Planning Forum and other prestigious groups. Jay's lectures have included "The Ethics and Morality of Asset Protection Planning" (presentation to the American Bar Association), "Avoiding Fraudulent Transfers", "Charging Order Protection", and "Why Offshore Trusts Fail". Jay has also provided guidance to various creditors groups and law enforcement agencies on how to spot and defuse abusive asset protection schemes, and is an honorary member of the California Association of Judgment Professionals.

Captive Insurance Companies Jay Adkisson was first exposed to the international alternative risk markets in 1995 while representing a European client. In 1998, Jay became one of the three founding members of Manchester Strategic Advisors LLC, which at that time was one of original captive insurance consulting firms. It was at this time that Jay created the concept and coined the phrase for the Closely-Held Insurance Company (CHIC), which was a captive insurance company used for a wealth transfer and preservation function in addition to providing insurance. - In 2006, Jay published "Adkisson's Captive Insurance Companies: An Introduction to Captives, Closely-Held Insurance Companies and Risk Retention Groups" which has become the best-selling guide to captive insurance companies. Jay continues to actively consult with business owners about the structuring and formation of new captive insurance companies. See http://www.captiveinsurancecompanies.com for more information.

Securities & Investment Commentary Jay is the author of "Equity-Indexed Annuities: The Smart Consumer's Guide" (2006), which discusses this advanced form of fixed annuities. This book gives a balanced look at one of the use of one of the most popular financial tools ever to be sold, including when they can and cannot be used, suitability issues, and understanding their basic operation.

Commentator on Financial Fraud and Abusive Tax Schemes Although he does not practice in the area of taxation, Jay has long been a leading foe of those who promote abusive tax schemes or financial frauds. Jay is the Creator and Editor of Quatloos! (quatloos.com), an internationally famous internet website which exposes financial frauds and scams, and which has won many honors. Since Quatloos.com went online in 1998, it has helped tens of thousands of people avoid being scammed out of literally billions of dollars, and helped to educate many thousands of people (and also enforcement personnel) about tax scams and tax scam promoters. Jay has testified as an expert witness before the U.S. Senate Finance Committee regarding tax scams and frauds (see below), and was featured in the Forbes’ Article “Build Your Own Soapbox” in the Fall 2000 Best of the Web special edition for his work with Quatloos! Jay has also appeared on ABC's 20/20 and in financial publications such as the Wall Street Journal, and numerous other television and radio programs to discuss various financial frauds and tax scams. Jay was an invited attendee to the 4th International Financial Fraud Convention in London, 1999.

Expert Witness   Jay has twice appeared as an expert witness before the U.S. Senate Finance Committee to testify about various tax scams. Jay's Testimony before the U.S. Senate Finance Committee: "Charity Oversight and Reform: Keeping Bad Things from Happening to Good Charities" Taped video of the U.S. Senate Finance Committee June 22, 2004 (in .wmv format). Jay's written testimony (June 22, 2004) (pdf) Jay's Testimony Before U.S. Senate Finance Committee: "Taxpayer Beware: Schemes, Scams, and Cons" Taped video of the U.S. Senate Finance Committee, 5 April 2001 (in .ram format). Download RealPlayer first if you don't already have it on your system. Jay's Testimony Before U.S. Senate Finance Committee: "Taxpayer Beware: Schemes, Scams, and Cons"  Jay's Written Statement before the U.S. Senate Finance Committee, 5 April 2001 (in .pdf format).

IRS Certificates of Appreciation Jay occasionally assists various groups of the Internal Revenue Service with continuing education and training on tax scams, asset protection, and related issues. Certificate of Appreciation for Participation in the IRS's Abusive Trust Project Certificate of Appreciation for Contribution to Collection Division CPE Certificate of Appreciation by IRS Criminal Investigation

Commentator on Eye Cancer and Monocular Vision After losing his eye to deadly choroidal melanoma cancer in 2000, Jay started the first internet website at http://www.losteye.com that was dedicated to addressing the concerns of those who had lost an eye to whatever cause. This website has provided substantial information and support to tens of thousands of such persons worldwide. In 2006, Jay published the book Coping with Monocular Vision after Enucleation or Eye Loss from Cancer, Accident, or Disease to assist others with the physical changes and psychological trauma occasioned by the loss of an eye.

Contact Information Those desiring to contact Jay may do so by: E-Mail: jayadkisson [at] gmail.com Phone: 949-607-0952 Mail: P.O. Box 7088, Laguna Niguel, CA 92677 Fax: 877-698-0678

Upcoming Appearances

2009 February 17 -- Houston Jay Adkisson to speak at the Houston Chapter of the Society of Financial Services Professionals

2009 April 29 -- Palm Springs Jay Adkisson to present "Asset Protection and Financial Planning" at the Annual Retreat of the Financial Planning Association

2009 May 1 -- Naples FL Jay Adkisson to present "An Incremental Approach to Asset Protection" for the Ohio State Alumni Club at the Naples Beach Hotel & Golf Club (tickets available).

2009 May 4 -- Chicago Jay Adkisson to present "Asset Protection for the OB/GYN" at the annual meeting of the American College of Obstetricians and Gynecologists

2009 May 5 -- Washington DC Jay Adkisson to present "Captive Insurance Companies" at the American Association of Life Underwriters