Ethics Appearances

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.

2018.05.03 ... Tampa Bay, Florida ... Jay Adkisson presented "Asset Protection: Lawyer Responsibility" at the annual Florida Bar Annual Wealth Protection Conference.

2015.8.3 ... NBI Webinar ... Presented "Ethical Issues in Asset Protection Planning" for the National Business Institute.

2015.5.4 ... 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

2015.4.21 ... 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

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

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

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

2013.6.29 ... Los Angeles ... Presented "Ethics of Asset Protection" to the Southern California Tax & Estate Planning Forum

2012.5.3 ... 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

2009.9.25 ... 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

2007.1.11 ... Orlando, FL ... Presented "Ethics of Asset Protection" at the 41st Annual Heckerling Institute sponsored by the University of Miami.

2006.5.5 ... San Diego ... Presented "Ethical Issues in Asset Protection Planning" at the American Bar Association's Real Property, Probate and Trust Law Spring Symposium

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