Jay Adkisson Asset Protection

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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

 

 

• Captive Insurance - Licensed insurance companies formed by the parent organization to handle the insurance and risk management needs of the business, by the author of the best-selling book on the topic: Adkisson's Captive Insurance Companies.

 

• Asset Protection - The all-time best-selling book on asset protection planning by Jay Adkisson and Chris Riser.

 

• Creditor-Debtor Law - An explanation of common creditor remedies, strategies and tactics to enforce a judgment, including a discussion of common debtor asset protection strategies.

 

• Voidable Transactions - Discussion of the Uniform Voidable Transactions Act (a/k/a 2014 Revision of the Uniform Fraudulent Transfers Act) and fraudulent transfer law in general.

 

• Private Retirement Plans - An exploration of a unique creditor exemption allowed under California law which can be very beneficial but is often misused.

 

• Charging Orders - The confusing remedy against a debtor's interest in an LLC or partnership is explained in reference to the Uniform Partnership Act, the Uniform Limited Partnership Act, and the Uniform Limited Liability Company Act.

 

• Protected Series - An examination of the single most complex statutory legal structure yet created, with particular reference to the Uniform Protected Series Act of 2017.

 

• California Enforcement of Judgments Law - Considers the topic of judgment enforcement in California, including the California Enforcement of Judgments Law and other laws related to California creditor-debtor issues.

 

• Anti-SLAPP Laws - A collection of and commentary about Anti-SLAPP laws and significant court decisions on the subject within the United States.

 

© 2020 Jay D. Adkisson. All rights reserved. No part of this website may be copied in whole or in any part without the express written permission of Jay D. Adkisson. Jay is not a legal specialist in any area of practice, and has not been approved as a legal specialist by any state board of legal specialization or similar body. Nothing herein is any advertisement or offer for Jay to practice in any jurisdiction where he is not is licensed to practice law. This website does not give any legal advice or opinion, and is no substitute for the advice and counsel of an attorney consulted in the relevant jurisdiction. Questions about this website should be directed to jay [at] jayad.com, by phone to 702-953-9617 or by fax to 877-698-0678. This website is https://jayadkisson.com