Asset Protection Appearances

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

2022.01.19 ... San Francisco, CA ... Jay Adkisson presented "Asset Protection In California" to the San Francisco Estate Planning Council

2021.10.29 ... Seattle, WA ... Jay Adkisson presented "Asset Protection Planning" at the 66th Annual Estate Planning Seminar sponsored by the University of Washington

2021.11.17 ... Webinar .. Jay Adkisson presented "Asset Protection Planning" at a presentation of the M Financial Group

2021.11.10 ... Riverside, CA ... Jay Adkisson presented "Asset Protection: Hot Topics" at the 42nd annual Inland Empire Estate Planning Seminar.

2021.09.17 ... Ketchum, Idaho ... Jay Adkisson presented "Asset Protection Planning" to the Idaho State Bar 2021 Estate Planning Conference

2021.08.01 ... Webinar ... Jay Adkisson presented "The Interplay of Life Insurance And Annuities With Asset Protection Planning" for LIMRA.

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.

2021.03.04 ... Webinar ... Jay Adkisson presented "Asset Protection for Physicians" at the White Coat Investor 2021 Physician Wellness and Financial Literacy Virtual Conference.

2021.01.22 ... Webinar ... Jay Adkisson presented "Efficacy of Domestic Asset Protection Trusts" to the Collier County (Florida) Bar Association.

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

2020.08.03 ... Webinar ... Jay Adkisson presented "Asset Protection Update" at the 2020 LIMRA Advanced Sales Forum.

2020.2.27 ... San Diego, CA ... Jay Adkisson presented Asset Protection Law Update to the 2020 Gathering of the Southern California SCInstitute.

2019.08.02 ... Boston, MA ... Jay Adkisson presented "Asset Protection After Toni 1 Trust" at the 2019 WealthCounsel Symposium

2019.05.09 ... Phoenix, AZ ... Jay Adkisson, Ike Devji and Chris Riser hosted the Arizona Asset Protection Symposium.

2019.05.07 ... Atlanta, GA ... Jay Adkisson presented "Asset Protection Update" at the Atlanta Estate Planning Council.

2018.09.18 ... Tampa Bay, Florida ... Jay Adkisson presented "Asset Protection Hot Topics" at the Tampa Bay Estate Planning Council.

2016.11.8 ... Los Angeles ... Jay Adkisson presented "Asset Protection Update" to the Los Angeles STEP Chapter.

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.

2016.9.15 ... 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.

2016.9.13 ... Washington, D.C. ... Jay Adkisson presented "Defeating Asset Protection Plans" at the Asset Investigations Seminar of the U.S. Department of Justice.

2016.3.7 ... Phoenix, AZ ... Presented "The Asset Protection Consequences of Common Estate Planning" to the Central Arizona Estate Planning Council.

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.

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.

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

2015.7.7 ... San Diego ... Presented "Asset Protection Hot Topics" to the North County Estate Planning Council of San Diego.

2015.6.23 ... Orange County, CA ... Presented "Asset Protection Hot Topics" at the STEP Orange County Chapter luncheon

2015.5.13 ... St. Louis ... Presented "Asset Protection Update" at the Estate Planning Symposium to Benefit the St. Louis Children's Hospital

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

2015.3.13 ... Oklahoma City ... Presented "Trusts and Asset Protection" to the Oklahoma Bar Association

2014.12.4 ... Jay Adkisson participated on the webinar panel "Asset Protection & Bankruptcy: What Estate Planners Need To Know", sponsored by the American Law Institute

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

2014.8.20 ... Newport Beach, CA ... Presented "Asset Protection Update" at the Orange County Bar Association's Trusts & Estates Section

2014.5.8 ... 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

2014.5.1 ... Kansas City ... Presented "Asset Protection Hot Topics Update" at the Kansas City Estate Planning Symposium

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

2013.5.6 ... Phoenix ... Presented "Asset Protection Advanced Update" to the Central Arizona Estate Planning Council

2013.3.9 ... Las Vegas ... Presented "Does Asset Protection Work?" at the Asset Protection Workshop for WealthCounsel

2012.10.27 ... New Orleans ... Presented "Asset Protection for the Plastic Surgeon at the 2012 Convention of the American Society of Plastic Surgeons

2012.10.2 ... Wilmington, DE ... Presented "Conflicts...of...Law in Asset Protection Planning: Which Law Applies?" at the Delaware Trust Conference sponsored by the Delaware Bankers' Association

2011.11.9 ... Redlands, CA ... Presented "Asset Protection in California" at the 32nd Annual Inland Empire Estate Planning Seminar

2011.10.26 ... San Diego ... Presented "Asset Protection Hot Topics" at the 31st Annual Southern California Tax & Estate Planning Forum

2011.9.24 ... Denver ... Presented "Asset Protection for the Plastic Surgeon" at Plastic Surgery 2011 sponsored by the American Society of Plastic Surgeons

2011.6.10 ... Los Angeles ... Presented "Asset Protection in California" at the First Annual Joint Northern and Southern California Forum Meeting of WealthCounsel

2011.5.3 ... Washington, D.C. ... Presented "Asset Protection for the OB.GYN" at the Annual Clinical Meeting of the American College of Obstetricians and Gynecologists

2010.10.9 ... Orlando, FL ... Presented "Asset Protection for the Financial Services Professional" at the Annual Forum of the Society of Financial Services Professionals

2010.10.2 ... Toronto, Canada ... Presented "Asset Protection for the Plastic Surgeon" at the Annual Meeting of the American Society of Plastic Surgeons

2010.5.20 ... Allentown, PA ... Presented "Asset Protection: Avoid the Landmines" at the Estate Planning Council for the Lehigh Valley

2010.5.15 ... San Francisco, CA ... Presented "Asset Protection for the OB.GYN at the Annual Meeting of the American College of Obstetricians and Gynecologists

2010.3.24 ... Presented "Asset Protection: Avoid the Landmines" to the Phoenix Chapter of the Financial Planning Association

2010.3.5 ... Malibu, CA ... Symposium on Foreign Asset Protection Trusts sponsored by the Pepperdine University College of Law

2010.2.5 ... 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

2009.11.17 ... Philadelphia ... Presented "Asset Protection in the Real World" at the luncheon of the Philadelphia Estate Planning Council

2009.11.7 ... Newport Beach CA ... Presented "Busting Asset Protection Schemes" at the Annual Meeting of the California Association of Judgment Professionals

2009.10.9 ... San Diego ... Presented "Asset Protection Planning" at the Annual Meeting of the American Academy of Estate Planning Attorneys

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

2009.7.17 ... Anaheim, CA ... Presented "The Dead Deadbeat" at the California Continuing Education of the Bar presentation "Death, Debt, and Taxes"

2009.5.4 ... Chicago ... Presented "Asset Protection for the OB.GYN" at the annual meeting of the American College of Obstetricians and Gynecologists

2009.5.1 ... Naples FL ... Presented "An Incremental Approach to Asset Protection" for the Ohio State Alumni Club.

2009.4.29 ... Palm Springs ... Presented "Asset Protection and Financial Planning" at the Annual Retreat of the Financial Planning Association

2008.11.2 ... Chicago ... Presented "Asset Protection for the Plastic Surgeon" at the Annual Meeting of the American Society of Plastic Surgeons

2008.11.1 ... Las Vegas ... Presented "Asset Protection for the Financial Services Professional" at the Annual Meeting of the Society of Financial Services Professionals

2008.8.15 ... Galveston, TX ... Presented "Practical Asset Protection Planning in the Real World" at the University of Texas CLE 2008 Estate Planning, Guardianship & Elder Law Conference

2008.5.3 ... New Orleans ... Presented "Asset Protection for the OB.GYN" at the annual meeting of the American College of Obstetricians and Gynecologists

2008.1.19 ... Las Vegas, NV ... Presented "Asset Protection for the Little Guy" at the Midyear Meeting of the American Bar Association's Section on Taxation

2007.11.15 ... Santa Barbara, CA ... Presented "Understanding Asset Protection" at a luncheon for the Santa Barbara County Bar Association Section on Taxation

2007.10.26 ...Baltimore, MD ... Presented "Asset Protection for the Plastic Surgeon" at the American Society of Plastic Surgeon's 2007 Symposium

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

2007.10.6 ... Irvine, CA ... Presented "Busting Asset Protection Schemes" at the annual conference of the California Association of Judgment Professionals

2007.8.24 ... San Antonio, TX ... Presented "Asset Protection ... 10 Things You Must Know" at the annual meeting of the Texas Society of Certified Public Accountants

2007.6.27 ... 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

2007.5.15 ... Columbia, SC ... Presented "Busting Asset Protection Schemes" at the U.S. Attorneys' Office of Legal Education's Criminal Asset Recovery Summit

2007.5.7 ... San Diego ... Presented "Asset Protection for the OB.GYN" at the American College of Obstetricians and Gynecologists

2007.5.2 ... Detroit ... Presented "Asset Protection: 10 Things You Must Know" at the 20th Annual Michigan Tax Conference sponsored by the State Bar of Michigan

2007.3.26 ... San Bernardino, CA ... Presented "Intermediate Asset Protection" at the seminar Attorneys' Guide to Asset Protection by the National Business Institute.

2007.3.23 ... 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

2007.3.18 ... Detroit, CA ... Presented "Asset Protection for the Physician" at the Michigan Association of Physicians of Indian Origin

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

2006.11.21 ... Tulsa, OK ... Presented "Asset Protection: 10 Things You Must Know" at a luncheon of the Tulsa County Bar Association.

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.

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.

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.

2006.6.12 ... 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.

2006.5.8 ... Washington D.C. ... Presented "Asset Protection for the OBY.GYN" at the Annual Clinical Meeting of the American College of Obstetricians and Gynecologists.

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