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AppearancesChronological

  1. 2014.11.08 ... Tampa, FL ... Jay Adkisson was a panelist at the LLC Institute of the American Bar Association's Business Law Section
  2. 2024.11.13 ... Phoenix, CA ... Jay Adkisson presented at the Annual Creditor Symposium of the Arizona Bar Association
  3. 2024.10.19 ... San Diego, CA ... Jay Adkisson presented Ethical Issues At The Collision Of Estate and Financial Planning at the annual meeting of the American Academy of Estate Planning Attorneys.
  4. 2024.09.27 ... Webinar ... Jay Adkisson was a panelist for Anti-SLAPP Law Modernized - The Uniform Public Expression Protection Act by the National Business Institute.
  5. 2024.09.20 ... Las Vegas, Nevada ... Jay Adkisson hosted the Creditor’s Bar Section Symposium: Enforcing Judgments in Nevada, sponsored by the Creditors Bar Section of the State Bar of Nevada.
  6. 2024.08.29 ... Victorville, CA ... Jay Adkisson presented voidable transactions at the meeting of the High Desert Bar Association.
  7. 2024.08.23 ... Webinar ... Jay Adkisson presented Asset Protection With Single-Member LLCs, sponsored by the National Business Institute
  8. 2024.05.09 ... Webinar ... Jay Adkisson presented Mastering Offshore Trusts for MyLawCLE
  9. 2023.12.08 ... Columbus, OH ... Jay Adkisson presented the keynote address and Asset Protection Litigation at the 10th Annual Great Lakes Asset Protection Institute sponsored by the Ohio State Bar Association
  10. 2023.11.15 ... Sacramento, CA ... Jay Adkisson presented Asset Protection In California to the Sacramento Estate Planning Council
  11. 2023.08.01 ... Webinar ... Jay Adkisson presented Asset Protection With Single Member LLCs for the National Business Institute
  12. 2023.04.20 ... Los Angeles ... Jay Adkisson presented Spendthift Trusts & Creditor Protection at the 45th Annual Estate Planning Institute of UCLA-CEB.
  13. 2022.12.10 ... Webinar ... Jay Adkisson presented Asset Protection With Single Member LLCs for the National Business Institute
  14. 2022.10.20 ... Phoenix, AZ ... Jay Adkisson hosted the Arizona Bar's Annual Creditor-Debtor Law Symposium
  15. 2022.10.19 ... Phoenix, AZ ... Jay Adkisson spoke at the Arizona Bar's First Anti-SLAPP Symposium
  16. 2022.02.09 ... Phoenix, AZ ... Jay Adkisson presented "Asset Protection For Physicians: The Reality" to the White Coat Investors Physician Wellness and Financial Literacy Conference
  17. 2022.01.19 ... San Francisco, CA ... Jay Adkisson presented "Asset Protection In California" to the San Francisco Estate Planning Council
  18. 2021.12.09 ... Webinar ... Jay Adkisson presented "Liability Protection for LLCs, and Charging Orders" at the 2021 Business Planning Summit of WealthCounsel
  19. 2021.11.17 ... Webinar .. Jay Adkisson presented "Asset Protection Planning" at a presentation of the M Financial Group
  20. 2021.11.10 ... Riverside, CA ... Jay Adkisson presented "Asset Protection: Hot Topics" at the 42nd annual Inland Empire Estate Planning Seminar.
  21. 2021.10.29 ... Seattle, WA ... Jay Adkisson presented "Asset Protection Planning" at the 66th Annual Estate Planning Seminar sponsored by the University of Washington
  22. 2021.10.09 ... Webinar ... Jay Adkisson presented "Voidable Transactions" at the Annual Meeting of the California Association of Judgment Professionals
  23. 2021.09.29 ... Webinar ... Jay Adkisson and John Williams presented "Enforcing Judgments With Charging Orders: Redirecting Partnership and LLC Profits to Judgment Creditors" for Strafford Publication
  24. 2021.09.17 ... Ketchum, Idaho ... Jay Adkisson presented "Asset Protection Planning" to the Idaho State Bar 2021 Estate Planning Conference
  25. 2021.08.01 ... Webinar ... Jay Adkisson presented "The Interplay of Life Insurance And Annuities With Asset Protection Planning" for LIMRA.
  26. 2021.07.12 ... Webinar ... Jay Adkisson presented "Asset Protection Issues In California" at the California Society of CPAs' 2021 CalCPA Estate and Trust Planning Conference.
  27. 2021.03.04 ... Webinar ... Jay Adkisson presented "Asset Protection for Physicians" at the White Coat Investor 2021 Physician Wellness and Financial Literacy Virtual Conference.
  28. 2021.01.22 ... Webinar ... Jay Adkisson presented "Efficacy of Domestic Asset Protection Trusts" to the Collier County (Florida) Bar Association.
  29. 2020.10.23 ... Webinar ... Jay Adkisson and Denis Kleinfeld to present "Asset Protection and Ethics: Hot-Topic Update" at the 2020 Advanced Wealth Protection Program of the Tax Section of the Florida Bar
  30. 2020.10.10 ... Webinar ... Jay Adkisson presented "Anti-SLAPP For Creditors" at the Annual Meeting of the California Association of Judgment Professionals
  31. 2020.10.08 ... Phoenix, AZ ... Jay Adkisson hosted the Second Arizona Creditors Rights Symposium for the State Bar of Arizona.
  32. 2020.08.03 ... Webinar ... Jay Adkisson presented "Asset Protection Update" at the 2020 LIMRA Advanced Sales Forum.
  33. 2020.07.19 ... Webinar ... Jay Adkisson and Prof. Carter Bishop presented "Charging Orders And The LLC Interest In Bankruptcy" to the Business Law Section of the American Bar Association
  34. 2020.02.27 ... San Diego, CA ... Jay Adkisson presented Asset Protection Law Update to the 2020 Gathering of the Southern California SCInstitute.
  35. 2019.10.12 ... Orange County, CA, Jay Adkisson presented "Understanding And Busting Trusts" at the 20th Anniversary Conference of the California Association of Judgment Professionals.
  36. 2019.10.11 ... Washington, DC ... Jay Adkisson moderated the panel "Charging Orders" at the American Bar Association's Annual Limited Liability Company Institute.
  37. 2019.08.02 ... Boston, MA ... Jay Adkisson presented "Asset Protection After Toni 1 Trust" at the 2019 WealthCounsel Symposium
  38. 2019.05.13 ... Los Angeles, CA ... Jay Adkisson to participate on the panel "Business Succession Planning: Ethical Issues" for the California Continuing Education of the Bar.
  39. 2019.05.09 ... Phoenix, AZ ... Jay Adkisson, Ike Devji and Chris Riser hosted the Arizona Asset Protection Symposium.
  40. 2019.05.07 ... Atlanta, GA ... Jay Adkisson presented "Asset Protection Update" at the Atlanta Estate Planning Council.
  41. 2019.03.26 ... Alameda, CA ... Jay Adkisson presented "LLCs And Charging Orders: What A Bankruptcy Practitioner Needs To Know" at the Alameda County Bar Association Bankruptcy Section's meeting.
  42. 2019.02.04 ... Newport Beach, CA ... Jay Adkisson presented "Charging Orders" at the STEP Orange County 8th Annual Institute.
  43. 2019.01.24 ... LISI Webinar ... Jay Adkisson presented the State of the Union re 831(b) Captive Insurance Companies for Leimberg Information Systems.
  44. 2018.10.17 ... Webinar ... Jay Adkisson presented the webinar "How Do Charging Orders Work, Really? for WealthCounsel.
  45. 2018.10.11 ... Washington, DC ... Jay Adkisson moderated the panel "Charging Orders" at the Annual LLC Institute sponsored by the Business Law Section of the American Bar Association.
  46. 2018.09.18 ... Tampa Bay, Florida ... Jay Adkisson presented "Asset Protection Hot Topics" at the Tampa Bay Estate Planning Council.
  47. 2018.05.24 ... Phoenix, Arizona ... Jay Adkisson moderated and presented at the Arizona Creditor Rights Symposium for the State Bar of Arizona.
  48. 2018.05.03 ... Tampa Bay, Florida ... Jay Adkisson presented "Asset Protection: Lawyer Responsibility" at the annual Florida Bar Annual Wealth Protection Conference.
  49. 2018.04.25 ... Las Vegas ... Jay Adkisson presented "The Practical Use of Enhanced Due Diligence" at the Las Vegas Chapter of the Association of Certified Anti-Money Laundering Specialists
  50. 2018.03.20 ... ABA Webinar ... Jay Adkisson moderated the ABA Webinar "Piercing the Veil of the Single Member Limited Liability Company (“SMLLC”) Including Some Downsides to the Separate Entity for the Sole Proprietor".
  51. 2017.10.14 ... Costa Mesa, CA ... Jay Adkisson presented "California Enforcement Law Update" to the California Association of Judgment Professionals.
  52. 2017.10.10 ... Webinar ... Jay Adkisson and Dave Slenn presented "Voidable Transactions" for a nationwide webinar hosted by the National Business Institute.
  53. 2017.09.20 ... Phoenix ... Jay Adkisson presented "Captive Insurance Update" to the Arizona Captive Insurance Companies Association.
  54. 2017.09.15 ... Chicago ... Jay Adkisson was a panelist for the presentation "Restructuring Limited Liability Companies - In and Out of Bankruptcy at the Annual Meeting of the Business Law Section of the American Bar Association
  55. 2017.03.24 ... ABA Webinar ... Jay Adkisson and Prof. Carter Bishop to present "Charging Orders Redux – What, How and Why and Recent Developments with Leading Experts"
  56. 2017.03.22 ... Las Vegas ... Jay Adkisson presented "How Creditors Collect Judgments" to the Las Vegas STEP Chapter
  57. 2016.12.01 ... Columbus, OH ... Jay Adkisson presented "Captive Insurance Companies" at the Fourth Annual Ohio Asset Protection Institute.
  58. 2016.11.17 ... Nashville, TN ... Jay Adkisson to present "Charging Orders and Piercing the LLC Veil" at the Tennessee International Tax Conference.
  59. 2016.11.08 ... Los Angeles ... Jay Adkisson presented "Asset Protection Update" to the Los Angeles STEP Chapter.
  60. 2016.10.21 ... Phoenix, AZ ... Jay Adkisson was a panelist for the day-long seminar "Asset Protection in Arizona" for the State Bar of Arizona.
  61. 2016.09.15 ... Los Angeles ... Presented the sections, "Business Asset Protection", "Understanding Charging Orders" and "California's New Uniform Voidable Transactions Act" at a seminar sponsored by Pincus Professional Education.
  62. 2016.09.15 ... Los Angeles ... Presented the sections, "Business Asset Protection", "Understanding Charging Orders" and "California's New Uniform Voidable Transactions Act" at a seminar sponsored by Pincus Professional Education.
  63. 2016.09.15 ... Los Angeles ... Presented the sections, "Business Asset Protection", "Understanding Charging Orders" and "California's New Uniform Voidable Transactions Act" at a seminar sponsored by Pincus Professional Education.
  64. 2016.09.13 ... Washington, D.C. ... Jay Adkisson presented "Defeating Asset Protection Plans" at the Asset Investigations Seminar of the U.S. Department of Justice.
  65. 2016.09.13 ... Washington, D.C. ... Jay Adkisson presented "Defeating Asset Protection Plans" at the Asset Investigations Seminar of the U.S. Department of Justice.
  66. 2016.04.18 ... NBI Webinar ... Presented "Understanding Fraudulent Transfers" for a webinar sponsored by the National Business Institute.
  67. 2016.04.01 ... Vermillion, SD ... Presented "Charging Orders" at the Asset Protection Symposium of the University of South Dakota Law Review.
  68. 2016.03.16 ... Las Vegas, NV ... Presented "Fundamentals of Judgment Enforcement" to the American College of Trust & Estates Counsel.
  69. 2016.03.07 ... Phoenix, AZ ... Presented "The Asset Protection Consequences of Common Estate Planning" to the Central Arizona Estate Planning Council.
  70. 2016.02.11 ... NBI Webinar ... Presented Charging Orders: Practice and Procedure and LLC Hot Topics for a webinar sponsored by the National Business Institute.
  71. 2015.12.18 ... ABA Webinar ... Panelist for the webinar "Congressional Changes to Tax Code Section 831(b)", sponsored by the ABA Committee on Captive Insurance.
  72. 2015.12.16 ... Phoenix, AZ ... Jay Adkisson and Ike Devji presented the all-day seminar "Asset Protection in Arizona" for the State Bar of Arizona.
  73. 2015.11.18 ... Phoenix, AZ ... Presented "Captive Insurance Hot Issues" to the Arizona Captive Insurance Companies Association.
  74. 2015.10.22 ... San Diego ... Moderated the panel "Barbarians at the Gate: Planning and Drafting for Maximum Creditor Protection for Trust Beneficiaries of Third-Party Settled Trusts" at the 2015 Forum of the Southern California Tax & Estate Planning Forum.
  75. 2015.10.11 ... Orange County, CA ... Presented "California Creditor...Debtor Law Hot Issues" at the annual meeting of the California Association of Judgment Enforcers".
  76. 2015.09.18 ... Chicago ... A panelist for "Nuts & Bolts of Captive Insurance Taxation" at the Joint Tax/Real Property, Trusts & Estates Sections meeting of the American Bar Association.
  77. 2015.08.03 ... NBI Webinar ... Presented "Ethical Issues in Asset Protection Planning" for the National Business Institute.
  78. 2015.08.03 ... NBI Webinar ... Presented "Ethical Issues in Asset Protection Planning" for the National Business Institute.
  79. 2015.07.29 ... Las Vegas ... Presented "The Uniform Fraudulent Transfer Act" to the Las Vegas Chapter of the Society of Trust & Estate Practitioners
  80. 2015.07.10 ... Jay Adkisson and Carter Bishop presented "The Consequences of an LLC Member Filing Bankruptcy" at the University of Texas annual LLCs, LPs and Partnerships conference
  81. 2015.07.07 ... San Diego ... Presented "Asset Protection Hot Topics" to the North County Estate Planning Council of San Diego.
  82. 2015.06.23 ... Orange County, CA ... Presented "Asset Protection Hot Topics" at the STEP Orange County Chapter luncheon
  83. 2015.05.13 ... St. Louis ... Presented "Asset Protection Update" at the Estate Planning Symposium to Benefit the St. Louis Children's Hospital
  84. 2015.05.04 ... ALI...CLE Webinar... A panelist for "Domestic Asset Protection Trusts: Effectiveness and Ethics from the View of Planners and Creditors" sponsored by the American Law Institute
  85. 2015.05.04 ... ALI...CLE Webinar... A panelist for "Domestic Asset Protection Trusts: Effectiveness and Ethics from the View of Planners and Creditors" sponsored by the American Law Institute
  86. 2015.04.30 ... American Bar Association CLE Webinar ... Jay Adkisson spoke on the panel "Captive Insurance Best Practices and the Defense of IRS Attacks"
  87. 2015.04.21 ... San Francisco ... Jay Adkisson and Robert Sommers presented "Ethical Considerations In Working With Clients And Collaborative Advisors" at the Business Succession Seminar for the California Continuing Education of the Bar
  88. 2015.04.16 ... San Francisco ... Jay Adkisson moderated the panel "Protected Cell Captive Insurance Companies" and spoke on the panel "Limited Liability Entities ... Current Bankruptcy Issues" at the Spring Symposium of the American Bar Association's Business Law Section
  89. 2015.03.13 ... Oklahoma City ... Presented "Trusts and Asset Protection" to the Oklahoma Bar Association
  90. 2014.12.04 ... Jay Adkisson participated on the webinar panel "Asset Protection & Bankruptcy: What Estate Planners Need To Know", sponsored by the American Law Institute
  91. 2014.10.17 ... San Diego, CA ... Jay Adkisson and David Slenn presented two programs, "Ethics Issues In Asset Protection" and "Asset Protection Update and the New Uniform Voidable Transaction Act", at the Southern California Tax & Estate Planning Forum
  92. 2014.10.17 ... San Diego, CA ... Jay Adkisson and David Slenn presented two programs, "Ethics Issues In Asset Protection" and "Asset Protection Update and the New Uniform Voidable Transaction Act", at the Southern California Tax & Estate Planning Forum
  93. 2014.10.17 ... San Diego, CA ... Jay Adkisson and David Slenn presented two programs, "Ethics Issues In Asset Protection" and "Asset Protection Update and the New Uniform Voidable Transaction Act", at the Southern California Tax & Estate Planning Forum
  94. 2014.08.20 ... Newport Beach, CA ... Presented "Asset Protection Update" at the Orange County Bar Association's Trusts & Estates Section
  95. 2014.07.10 ... Austin, TX ... Presented "Charging Orders" at the University of Texas Continuing Legal Education Conference on LLCs, LPs and Partnerships
  96. 2014.05.14 ... A panelist for the presentation "Why Clients Across the Spectrum are Increasingly Using Captive Insurance Risk Management" presented by the American Bar Association Section on Real Property, Trusts & Estates
  97. 2014.05.08 ... Miami ... Presented "Fraudulent Transfers and Charging Orders" at the Florida Bar Tax Section seminar Asset Protection Industry Leaders Present Key Tools, Technologies, and Insights to Create a Successful Wealth Protection Plan
  98. 2014.05.08 ... Miami ... Presented "Fraudulent Transfers and Charging Orders" at the Florida Bar Tax Section seminar Asset Protection Industry Leaders Present Key Tools, Technologies, and Insights to Create a Successful Wealth Protection Plan
  99. 2014.05.08 ... Miami ... Presented "Fraudulent Transfers and Charging Orders" at the Florida Bar Tax Section seminar Asset Protection Industry Leaders Present Key Tools, Technologies, and Insights to Create a Successful Wealth Protection Plan
  100. 2014.05.06 ... Miami ... Presented "Offshore Insurance Frauds, Schemes and Scams" at the OffshoreAlert Conference
  101. 2014.05.01 ... Kansas City ... Presented "Asset Protection Hot Topics Update" at the Kansas City Estate Planning Symposium
  102. 2014.04.10 ... Los Angeles ... Jay Adkisson moderated the panel presenting "Captive Insurance ... Tax & Regulatory Update" at the Spring Meeting of the American Bar Association's Committee on Captive Insurance Companies of the Business Law Section
  103. 2014.03.26 ... Long Beach CA ... A panelist for the program "Judgment Enforcement in California" sponsored by Lorman
  104. 2013.12.17 ... ABA Webinar … Jay Adkisson and Richard LeVine presented the CLE webinar "The Dangerous Side...Business: Ethical Considerations for Attorneys Who Offer Insurance or Financial Products" for the American Bar Association's Committee on Insurance & Financial Services in the Real Property Trusts & Estates Section
  105. 2013.11.01 ... Pasadena ... Panelist for the program "Creditors' Remedies In California" presented by Lorman
  106. 2013.10.24 ... San Diego ... Presented "Ethics of Asset Protection" and "Do Domestic Asset Protection Trusts Work?" at the Southern California Tax & Estate Planning Forum
  107. 2013.10.24 ... San Diego ... Presented "Ethics of Asset Protection" and "Do Domestic Asset Protection Trusts Work?" at the Southern California Tax & Estate Planning Forum
  108. 2013.09.24 ... ABA Webinar ... With Ellisa Habbart presented "Creditors Remedies Against LLCs Other Than Charging Orders" presented by the American Bar Association Section on Real Property, Trusts & Estates
  109. 2013.07.23 ... Teleconference panelist on the topic "When Does Fraudulent Transfer Law Trump Estate Planning" presented by the American Bar Association Section on Real Property, Trusts & Estates
  110. 2013.06.29 ... Los Angeles ... Presented "Ethics of Asset Protection" to the Southern California Tax & Estate Planning Forum
  111. 2013.06.29 ... Los Angeles ... Presented "Ethics of Asset Protection" to the Southern California Tax & Estate Planning Forum
  112. 2013.05.06 ... Phoenix ... Presented "Asset Protection Advanced Update" to the Central Arizona Estate Planning Council
  113. 2013.04.23 ... ABA Teleconference ... Presented "Charging Orders" for the American Bar Association Section on Business Law Committee on Limited Partnerships and Unincorporated Entities
  114. 2013.04.04 ... Washington DC ... Chaired panel "Creditor Attacks on LLCs and LPs Other Than By Charging Orders" at the Spring Meeting of the American Bar Association's Business Law Section
  115. 2013.03.09 ... Las Vegas ... Presented "Does Asset Protection Work?" at the Asset Protection Workshop for WealthCounsel
  116. 2012.11.27 ... Pasadena CA ... Presented "Debt Collection Practices in California" sponsored by Lorman
  117. 2012.10.27 ... New Orleans ... Presented "Asset Protection for the Plastic Surgeon at the 2012 Convention of the American Society of Plastic Surgeons
  118. 2012.10.18 ... Washington, D.C. ... Presented "Practical Aspects of Charging Orders" at the LLC Institute sponsored by the LPUE Committee of the Business Law Section of the American Bar Association
  119. 2012.10.13 ... Sacramento, CA ... Presented "Anatomy Of A Collection" at the annual meeting of the California Association of Judgment Professionals
  120. 2012.10.02 ... Wilmington, DE ... Presented "Conflicts...of...Law in Asset Protection Planning: Which Law Applies?" at the Delaware Trust Conference sponsored by the Delaware Bankers' Association
  121. 2012.09.27 ... Tustin, CA ... Presented "Chasing Judgments" to the Orange County Trial Lawyers Association
  122. 2012.05.03 ... New York, New York ... Presented "Ethical Issues In Attorney Life Insurance And Annuity Sales" at the Spring Symposia of the American Bar Association's Section on Real Property, Trusts and Estates Law
  123. 2012.03.12 ... Scottsdale, Arizona ... Presented "Avoiding Disasters With Captive Insurance Planning" at the 2012 Annual Conference of the Captive Insurance Companies Association
  124. 2012.02.15 ... Orange County CA ... Presented "Judgment Enforcement in California" sponsored by Lorman
  125. 2011.11.09 ... Redlands, CA ... Presented "Asset Protection in California" at the 32nd Annual Inland Empire Estate Planning Seminar
  126. 2011.10.26 ... San Diego ... Presented "Asset Protection Hot Topics" at the 31st Annual Southern California Tax & Estate Planning Forum
  127. 2011.09.29 ... Salt Lake City ... Panel presentation "Does Your 831(b) Captive Quack" at the Western Region Captive Insurance Conference ("Western Captive Round...Up")
  128. 2011.09.24 ... Denver ... Presented "Asset Protection for the Plastic Surgeon" at Plastic Surgery 2011 sponsored by the American Society of Plastic Surgeons
  129. 2011.09.18 ... San Diego ... Presented "Captive Insurance: Business Owner Risk Management and Wealth Accumulation" at the Financial Planning Association's FPA Experience 2011
  130. 2011.08.07 ... Toronto ... Moderated the panel "Captive Insurance Companies: Introduction and Update" sponsored by the American Bar Association's Committee on Captive Insurance at the Business Law Section's Annual Meeting
  131. 2011.06.10 ... Los Angeles ... Presented "Asset Protection in California" at the First Annual Joint Northern and Southern California Forum Meeting of WealthCounsel
  132. 2011.05.03 ... Washington, D.C. ... Presented "Asset Protection for the OB.GYN" at the Annual Clinical Meeting of the American College of Obstetricians and Gynecologists
  133. 2010.11.17 ... Pasadena, CA … Presented "Judgment Enforcement" sponsored by Lorman Education Services
  134. 2010.10.09 ... Orlando, FL ... Presented "Asset Protection for the Financial Services Professional" at the Annual Forum of the Society of Financial Services Professionals
  135. 2010.10.02 ... Toronto, Canada ... Presented "Asset Protection for the Plastic Surgeon" at the Annual Meeting of the American Society of Plastic Surgeons
  136. 2010.08.04 ... National Telephone Conference ... Jay Adkisson joined Professor Carter G. Bishop of the Suffolk University Law School to discuss the "reverse veil piercing" of limited liability companies and Olmstead. Presented by the Business Planning Group of the American Bar Association's Section on Real Property, Probate and Trust Planning.
  137. 2010.05.20 ... Allentown, PA ... Presented "Asset Protection: Avoid the Landmines" at the Estate Planning Council for the Lehigh Valley
  138. 2010.05.15 ... San Francisco, CA ... Presented "Asset Protection for the OB.GYN at the Annual Meeting of the American College of Obstetricians and Gynecologists
  139. 2010.03.24 ... Presented "Asset Protection: Avoid the Landmines" to the Phoenix Chapter of the Financial Planning Association
  140. 2010.03.05 ... Malibu, CA ... Symposium on Foreign Asset Protection Trusts sponsored by the Pepperdine University College of Law
  141. 2010.02.05 ... Laguna Niguel, CA ... Presented "Asset Protection in Troubled Times" at the 130th Assembly of Bank Directors sponsored by the Southwestern Graduate School of Banking at Southern Methodist University
  142. 2009.11.17 ... Philadelphia ... Presented "Asset Protection in the Real World" at the luncheon of the Philadelphia Estate Planning Council
  143. 2009.11.07 ... Newport Beach CA ... Presented "Busting Asset Protection Schemes" at the Annual Meeting of the California Association of Judgment Professionals
  144. 2009.11.07 ... Newport Beach CA ... Presented "Busting Asset Protection Schemes" at the Annual Meeting of the California Association of Judgment Professionals
  145. 2009.10.09 ... San Diego ... Presented "Asset Protection Planning" at the Annual Meeting of the American Academy of Estate Planning Attorneys
  146. 2009.09.25 ... Chicago ... Presented "Ethical Considerations in Asset Protection Planning" at the Joint Meeting of the American Bar Association's Tax and Real Property, Probate and Trust Sections
  147. 2009.09.25 ... Chicago ... Presented "Ethical Considerations in Asset Protection Planning" at the Joint Meeting of the American Bar Association's Tax and Real Property, Probate and Trust Sections
  148. 2009.09.23 ... Portland, OR ... Keynote speaker at the First Annual Oregon Captive Conference
  149. 2009.08.13 ... St. Petersburg FL ... Presented "Insurance Schemes, Swindles and Cons" at the LIMRA Advanced Sales Meeting
  150. 2009.07.17 ... Anaheim, CA ... Presented "The Dead Deadbeat" at the California Continuing Education of the Bar presentation "Death, Debt, and Taxes"
  151. 2009.05.05 ... Washington DC ... Presented "Captive Insurance Companies" at the American Association of Life Underwriters
  152. 2009.05.04 ... Chicago ... Presented "Asset Protection for the OB.GYN" at the annual meeting of the American College of Obstetricians and Gynecologists
  153. 2009.05.01 ... Naples FL ... Presented "An Incremental Approach to Asset Protection" for the Ohio State Alumni Club.
  154. 2009.04.29 ... Palm Springs ... Presented "Asset Protection and Financial Planning" at the Annual Retreat of the Financial Planning Association
  155. 2009.02.17 ... Houston … "Captive Insurance" at the Houston Chapter of the Society of Financial Services Professionals
  156. 2008.11.02 ... Chicago ... Presented "Asset Protection for the Plastic Surgeon" at the Annual Meeting of the American Society of Plastic Surgeons
  157. 2008.11.01 ... Las Vegas ... Presented "Asset Protection for the Financial Services Professional" at the Annual Meeting of the Society of Financial Services Professionals
  158. 2008.10.17 ... Des Moines, IA ... Presented "Captive Insurance Companies" at the Midwest Tax Conference.
  159. 2008.10.11 ... San Jose, CA ... Presented "Understanding Fraudulent Transfer Law" at the Annual Meeting of the California Association of Judgment Professionals
  160. 2008.09.19 ... Park City, UT ... Expert panelist at the Annual Meeting of the Utah Captive Association
  161. 2008.08.15 ... Galveston, TX ... Presented "Practical Asset Protection Planning in the Real World" at the University of Texas CLE 2008 Estate Planning, Guardianship & Elder Law Conference
  162. 2008.05.03 ... New Orleans ... Presented "Asset Protection for the OB.GYN" at the annual meeting of the American College of Obstetricians and Gynecologists
  163. 2008.04.04 ... San Diego ... Presented "Captive Insurance Companies" at the BGA Sales Summit 2008 of the Underwriting Services of America
  164. 2008.01.19 ... Las Vegas, NV ... Presented "Asset Protection for the Little Guy" at the Midyear Meeting of the American Bar Association's Section on Taxation
  165. 2007.11.15 ... Santa Barbara, CA ... Presented "Understanding Asset Protection" at a luncheon for the Santa Barbara County Bar Association Section on Taxation
  166. 2007.10.26 ...Baltimore, MD ... Presented "Asset Protection for the Plastic Surgeon" at the American Society of Plastic Surgeon's 2007 Symposium
  167. 2007.10.18 ... San Diego, CA ... Moderated the panel "Understanding Captive Insurance Companies" and the workshop "Captive Insurance for Wealth Transfer and Preservation" at the 27th Annual Southern California Tax & Estate Planning Forum
  168. 2007.10.18 ... San Diego, CA ... Moderated the panel "Asset Protection: A View from the Creditors' Bench and the Bar" and the workshop "Creditors vs. Asset Protection Strategies" at the 27th Annual Southern California Tax & Estate Planning Forum
  169. 2007.10.06 ... Irvine, CA ... Presented "Busting Asset Protection Schemes" at the annual conference of the California Association of Judgment Professionals
  170. 2007.10.06 ... Irvine, CA ... Presented "Busting Asset Protection Schemes" at the annual conference of the California Association of Judgment Professionals
  171. 2007.08.24 ... San Antonio, TX ... Presented "Asset Protection ... 10 Things You Must Know" at the annual meeting of the Texas Society of Certified Public Accountants
  172. 2007.08.02 ... Stowe, VT ... Presented "Understanding Elder Scams" at the annual meeting of the Elder Law Section of the New York State Bar Association
  173. 2007.07.25 ... San Diego, CA ... Presented "Captive Insurance Strategies" at the Best Practices of America 2007 Symposium
  174. 2007.07.11 ... Orange County, CA ... Presented "Understanding Charging Orders" at the luncheon of the Trusts & Estates Section of the Orange County Bar Association
  175. 2007.06.27 ... Costa Mesa, CA ... Presented "Ideas in Asset Protection" at the Estate Planning Committee of the Long Beach.Orange County Chapter of the California Society of Certified Public Accountants
  176. 2007.05.29 ... Irvine, CA ... Presented "Tax and Financial Frauds: Old Scams Repackaged" at the Annual Orange County (OC) Institute of Internal Auditors (IIA) Fraud, Threats & Risk Seminar
  177. 2007.05.15 ... Columbia, SC ... Presented "Busting Asset Protection Schemes" at the U.S. Attorneys' Office of Legal Education's Criminal Asset Recovery Summit
  178. 2007.05.15 ... Columbia, SC ... Presented "Busting Asset Protection Schemes" at the U.S. Attorneys' Office of Legal Education's Criminal Asset Recovery Summit
  179. 2007.05.07 ... San Diego ... Presented "Asset Protection for the OB.GYN" at the American College of Obstetricians and Gynecologists
  180. 2007.05.02 ... Detroit ... Presented "Asset Protection: 10 Things You Must Know" at the 20th Annual Michigan Tax Conference sponsored by the State Bar of Michigan
  181. 2007.04.24 ... Miami, FL ... Presented "Captive Insurance Companies" at the 5th Annual OffshoreAlert Financial Due Diligence Conference
  182. 2007.03.26 ... San Bernardino, CA ... Presented "Intermediate Asset Protection" at the seminar Attorneys' Guide to Asset Protection by the National Business Institute.
  183. 2007.03.23 ... Anaheim, CA ... Presented "The Final Stiff: Asset Protection Post...Death" at the seminar Fundamentals of Trust Administration by the California Continuing Education of the Bar
  184. 2007.03.18 ... Detroit, CA ... Presented "Asset Protection for the Physician" at the Michigan Association of Physicians of Indian Origin
  185. 2007.01.11 ... Orlando, FL ... Presented "Ethics of Asset Protection" at the 41st Annual Heckerling Institute sponsored by the University of Miami.
  186. 2007.01.11 ... Orlando, FL ... Presented "Ethics of Asset Protection" at the 41st Annual Heckerling Institute sponsored by the University of Miami.
  187. 2006.11.21 ... Tulsa, OK ... Presented "Asset Protection: 10 Things You Must Know" at a luncheon of the Tulsa County Bar Association.
  188. 2006.11.11 ... Anaheim, CA ... Panelist on "Judgment Collection Issues in Federal Court," along with federal bankruptcy judge, Hon. Alan Ahart, hosted by the Orange County Bankruptcy Forum.
  189. 2006.10.19 ...San Diego, CA ... Presented "Asset Protection: 10 Things You Must Know" and "Understanding Charging Order Protection and Drafting Considerations" at the Southern California Tax & Estate Planning Forum.
  190. 2006.10.19 ... Presented"Asset Protection: 10 Things You Must Know" and "Understanding Charging Order Protection and Drafting Considerations" at the Southern California Tax & Estate Planning Forum.
  191. 2006.10.12 ...Anaheim, CA … Presented "Asset Protection: 10 Things You Must Know" at a luncheon of the Tax Section of the Orange County (California) Bar Association.
  192. 2006.06.12 ... Miami ... Presented "Good Lessons from Bad Cases" at the Florida Bar Association's Annual Wealth Protection Conference 2006: The Hot Topics in Asset Protection Planning.
  193. 2006.05.16 ... Charleston, SC ... Presented "Abusive Tax Schemes" at the Southeast Regional Meeting of IRS...Criminal Investigations.
  194. 2006.05.08 ... Washington D.C. ... Presented "Asset Protection for the OBY.GYN" at the Annual Clinical Meeting of the American College of Obstetricians and Gynecologists.
  195. 2006.05.05 ... San Diego ... Presented "Ethical Issues in Asset Protection Planning" at the American Bar Association's Real Property, Probate and Trust Law Spring Symposium
  196. 2006.05.05 ... San Diego ... Presented "Ethical Issues in Asset Protection Planning" at the American Bar Association's Real Property, Probate and Trust Law Spring Symposium
  197. 2005.09.23 ... Long Beach ... Keynote speaker for the Annual Meeting of the California Association of Judgment Professionals
  198. 2005.08.04 ... Nashville, TN ... Presented "Abusive Tax Schemes" at the national convention of Internal Revenue Service Criminal Investigation (IRS...CI) agents