Jay Adkisson Asset Protection

JAY ADKISSON

Attorney - Author

Asset Protection Planning

Jay has been one of the best-known asset protection planners for the last 20 years -- and one of the fiercest critics of improper asset protection planning. In 2004, Jay and Chris Riser published Asset Protection: Concepts & Strategies for Protecting Your Wealth, which has since been the all-time best selling book on the subject, and which has since been translated into Chinese for sale in Asia.

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Twitter feed on asset protection is found at: https://twitter.com/jay_adkisson
LinkedIn group on asset protection is here: https://www.linkedin.com/groups/3694878

Articles on Asset Protection Planning

2019.01.06 ... Personal Guarantees Are A Financial Noose That Can And Will Cause Financial Death

2018.12.31 ... Note Substitution For Trust Property Invalidated As A Fraudulent Transfer In Morales

2018.01.16 ... Asset Protection Year In Review 2017

2017.09.26 ... Consulting With An Asset Protection Attorney Is Proof Of Intent To Defeat Creditors Says 9th Circuit

2016.1.12 … The Asset Protection Year In Review 2015

2015.6.28 ... The Corporation Sole Scam - Still Going Strong

2015.1.13 ... Secrecy Does Not An Asset Protection Plan Make

2014.5.3 ... The Asset Protection Kit Scam Continues To Lure Suckers

2014.12.31 ... The Asset Protection Year in Review 2014

2013.6.27 ... Before Marriage, Same Sex Couples Need Prenupts

2013.3.31 ... Bill 'Bulletproof A$$et Protection' Reed's Complex Plan Pierced By Nominee And Alter Ego Theories

2013.2.27 ... Asset Protection Planning In Anticipation Of Medicaid Fails In Woodworth Case

2012.1.30 ... In Naming Trusts And Entities, Quit Using The Client's Name!

2011.10.30 ... Hot New Do-Nothing Strategy Draws Attention In Asset Protection Planning As Being 99% Effective

2011.10.21 ... Peter Rogan And Attorney Fred Cuppy Indicted For Post-Claim Asset Protection Planning - Attorney Sued For Civil RICO - Trust Held Alter Ego Of Settlor

2011.10.1 ... The Washington Woes Of Michael Mastro And Friends

2011.8.24 ... Why Do Creditors Win In Most Of The Reported Asset Protection Cases?

2011.7.31 ... Ten Rules For Asset Protection Planning

Articles On Trusts And Asset Protection

2019.08.18 ... California Creditors Can Execute Against 100% Of Mandatory Trust Distributions In Blech

2019.06.27 ... California Child Support Order Not Enforced Against South Dakota Trust In Cleopatra

2019.06.22 ... New York Trust Not Subject To North Carolina Tax Because of In-State Beneficiaries In Kaestner

2019.04.15 ... Third-Party-Created Trust May Be A Self-Settled Trust And Included In Bankruptcy Estate In Cyr Case

2018.05.13 ... Georgia Governor Vetoes Domestic Asset Protection Trust Legislation

2018.05.12 ... Bankruptcy Trustee's Compromise With Offshore Trust Fails To Win Court Approval In Olson

2018.04.20 ... Georgia Legislature Snookered Into Passing Legislation To Cause Investment Flight From Georgia

2018.03.05 ... Alaska Supreme Court Hammers Last Nail In DAPT Coffin For Use In Non-DAPT States In Toni 1 Trust

2017.07.08 ... Two Ancient English Statutes And A Dispute Over Modern Voidable Transactions Law

2017.05.09 ... Distributions Due Or Made From A California Spendthrift Trust Available To Creditors In Carmack

2016.6.26 … Bellinger The Sequel: Poor Advocacy And Bad Rulings Lead To A Big Mess

2016.3.26 … Trustee Frustrated In Selling Debtor/Member's LLC Interest In Talbut

2015.9.30 ... QPRT Deemed Revocable And Fails To Protect Home In Ferrante

2015.6.27 ... Living Trust Loses To Creditors In Lewiston

2015.5.25 ... Estate Planning Bar Breathes Sigh Of Relief As Castellano Gets Turned Around

2015.4.24 ... Nevada Dynasty Trusts Strike Gold In Perpetuities in Bullion Monarch

2015.2.15 ... Utah Supreme Court Decides Conflict-Of-Laws Issue In Revoking Dahl

2015.1.28 ... Lenders Beware! Notice Of The Borrower's Trust Planning Can Start A Statute of Limitations Running

2015.1.26 ... A Short History Of Asset Protection Trust Law

2014.8.23 ... Power of Appointment Causes Bankruptcy Estate Inclusion in Behan

2014.8.18 ... Delaware Anti-Suit Injunction Nixed As To Dynasty Trust In Kloiber

2014.8.11 ... Trust Beneficiary Checkmated By Bankruptcy Code 548(e) In Castellano

2014.5.31 ... Foreign Asset Protection Trust Scores A Victory In Bellinger

2014.2.25 ... AsiaTrust Gets Hauled Into The California Courts

2013.11.20 ... The Trust Protector Idea Isn't Just For Trusts

2013.10.28 ... The Trust Protector As Fiduciary, And Why Maybe That Is A Bad Idea

2013.7.10 ... Why Dahl Doesn't Support The Viability Of Domestic Asset Protection Trusts

2013.5.31 ... Are Special Power of Appointment Trusts And Hybrid Trusts 'Similar Devices' To Self-Settled Trusts?

2013.5.22 ... Domestic Asset Protection Trust Blows Up Bigger Than Alaska In Huber Case

2013.5.11 ... Tenth Circuit Affirms Fraudulent Transfer Judgment Against Debtor's Wife And Her Cook Islands Trust

2013.5.10 ... Discussion Of Offshore Trusts Leads To Asset Freeze In Las Vegas

2013.4.27 ... Will Declaratory Judgment Actions Be The Savior Of Domestic Asset Protection Trusts? Probably Not

2013.4.25 ... The One Foreign Asset Protection Trust 'Win' Turns Out To Be A Dud

2012.12.25 ... Zukerkorn -- Possible Bad News For Domestic Asset Protection Trusts In Conflict-Of-Laws Dispute

2012.11.30 ... Yerushalmi - Old And Cold QPRT Stands Up To Alter Ego Challenge In Bankruptcy Adversary Proceeding

2012.11.29 ... Rush University -- Transfers To A Cook Island Trust Held Per Se Fraudulent By Illinois Supreme Court

2012.8.25 ... Trust Protectors -- What They Are And Why Probably Every Trust Should Have One

2012.7.16 ... Thomas: Pre-Bankruptcy Exemption Planning Survives And An IRA Is A Self-Settled Trust Or Similar Device

2012.4.30 ... Salahi: Control Over Trust Assets Neuters Spendthrift Trust Provisions In Virginia Bankruptcy Case

2012.4.2 ... Weitz: New York Superior Court Holds That It Has Jurisdiction Over A Cook Islands Trustee For Fraudulent Transfers

2011.12.28 ... The Real McCoy: Living Trust Provides Spendthrift Protection To Assets Of Beneficiary In Bankruptcy

2011.12.26 ... Kornman: The Impossibility Defense and the Self-Created Impossibility Exception

2011.12.13 ... Cutter: Too Much Control And Right To Access Neuters California Irrevocable Spendthrift Trust As An Asset Protection Trust

2011.11.22 ... Quaid Redux: Original Settlor's Power To Revoke Protects Assets In Florida Trust

2011.11.15 ... Easy Chart Regarding Effectiveness Of Asset Protection Trusts

2011.10.23 ... Smith: Cook Islands Asset Protection Trust Results In Special Circumstances Allowing Less-Than-Three Creditors Involuntary Bankruptcy Petition

2011.10.19 ... Mortensen: Alaska Asset Protection Trust Funded By Solvent Settlor Completely Fails To Protect Assets In Bankruptcy Against Future Creditors

2011.8.1 ... As An Asset Protection Trust, Henry's Trust Was A Notable Failure

2011.7.22 ... Hawaii Updates Its Domestic Asset Protection Trust Legislation -- Should You Care?

Presentations On Asset Protection

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

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

2020.10.23 ... 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 ... San Diego, CA ... Jay Adkisson presented "Asset Protection Update" at the 2020 LIMRA Advanced Sales Forum.

2020.2.27 ... San Diego, CA ... Keynote Address and 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