Jay Adkisson Speaker

 

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

 

 

2019.01.24 ... LISI Webinar ... Jay Adkisson presented the State of the Union re 831(b) Captive Insurance Companies for Leimberg Information Systems.

 

2016.12.1 ... Columbus, OH ... Jay Adkisson presented "Captive Insurance Companies" at the Fourth Annual Ohio Asset Protection Institute.

 

2017.09.20 ... Phoenix ... Jay Adkisson presented "Captive Insurance Update" to the Arizona Captive Insurance Companies Association.

 

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.

 

2015.11.18 ... Phoenix, AZ ... Presented "Captive Insurance Hot Issues" to the Arizona Captive Insurance Companies Association.

 

2015.9.18 ... 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.

 

2015.4.30 ... American Bar Association CLE Webinar ... Jay Adkisson spoke on the panel "Captive Insurance Best Practices and the Defense of IRS Attacks"

 

2015.4.16 ... 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

 

2014.5.14 ... 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

 

2014.5.6 ... Miami ... Presented "Offshore Insurance Frauds, Schemes and Scams" at the OffshoreAlert Conference

 

2014.4.10 ... 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

 

2012.3.12 ... Scottsdale, Arizona ... Presented "Avoiding Disasters With Captive Insurance Planning" at the 2012 Annual Conference of the Captive Insurance Companies Association

 

2011.9.29 ... Salt Lake City ... Panel presentation "Does Your 831(b) Captive Quack" at the Western Region Captive Insurance Conference ("Western Captive Round...Up")

 

2011.9.18 ... San Diego ... Presented "Captive Insurance: Business Owner Risk Management and Wealth Accumulation" at the Financial Planning Association's FPA Experience 2011

 

2011.8.7 ... 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

 

2009.9.23 ... Portland, OR ... Keynote speaker at the First Annual Oregon Captive Conference

 

2009.5.5 ... Washington DC ... Presented "Captive Insurance Companies" at the American Association of Life Underwriters

 

2009.2.17 ... Houston … "Captive Insurance" at the Houston Chapter of the Society of Financial Services Professionals

 

2008.10.17 ... Des Moines, IA ... Presented "Captive Insurance Companies" at the Midwest Tax Conference.

 

2008.9.19 ... Park City, UT ... Expert panelist at the Annual Meeting of the Utah Captive Association

 

2008.4.4 ... San Diego ... Presented "Captive Insurance Companies" at the BGA Sales Summit 2008 of the Underwriting Services of America

 

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

 

2007.7.25 ... San Diego, CA ... Presented "Captive Insurance Strategies" at the Best Practices of America 2007 Symposium

 

2007.4.24 ... Miami, FL ... Presented "Captive Insurance Companies" at the 5th Annual OffshoreAlert Financial Due Diligence Conference

 

 

 

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

 

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.

 

2019.02.04 ... Newport Beach, CA ... Jay Adkisson presented "Charging Orders" at the STEP Orange County 8th Annual Institute.

 

2019.10.11 ... Washington, DC ... Jay Adkisson moderated the panel "Charging Orders" at the American Bar Association's  Annual Limited Liability Company Institute.

 

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.

 

2018.10.17 ... Webinar ... Jay Adkisson presented the webinar "How Do Charging Orders Work, Really? for WealthCounsel.

 

2016.11.17 ... Nashville, TN ... Jay Adkisson to present "Charging Orders and Piercing the LLC Veil" at the Tennessee International Tax Conference.

 

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

 

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"

 

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.

 

2016.4.1 ... Vermillion, SD ... Presented "Charging Orders" at the Asset Protection Symposium of the University of South Dakota Law Review.

 

2016.2.11 ... NBI Webinar ... Presented Charging Orders: Practice and Procedure and LLC Hot Topics for a webinar sponsored by the National Business Institute.

 

2015.7.10 ... 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

 

2014.7.10 ... Austin, TX ... Presented "Charging Orders" at the University of Texas Continuing Legal Education Conference on LLCs, LPs and Partnerships

 

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

 

2013.9.24 ... 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

 

2013.4.23 ... ABA Teleconference ... Presented "Charging Orders" for the American Bar Association Section on Business Law Committee on Limited Partnerships and Unincorporated Entities

 

2013.4.4 ... 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

 

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

 

2010.8.4 ... 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.

 

2007.7.11 ... Orange County, CA ... Presented "Understanding Charging Orders" at the luncheon of the Trusts & Estates Section of the Orange County Bar Association

 

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.

 

 

2020.10.08 ... Phoenix, AZ ... Jay Adkisson hosted the Second Arizona Creditors Rights Symposium for the State Bar of Arizona.

 

2019.10.12-13 ... Orange County, CA, Jay Adkisson presented "Understanding And Busting Trusts" at the 20th Anniversary Conference of the California Association of Judgment Professionals.

 

2018.05.24 ... Phoenix, Arizona ... Jay Adkisson moderated and presented at the Arizona Creditor Rights Symposium for the State Bar of Arizona.

 

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".

 

2017.10.14 ... Costa Mesa, CA ... Jay Adkisson presented "California Enforcement Law Update" to the California Association of Judgment Professionals.

 

2017.03.22 ... Las Vegas ... Jay Adkisson to present "How Creditors Collect Judgments" to the Las Vegas STEP Chapter

 

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.

 

2016.3.16 ... Las Vegas, NV ... Presented "Fundamentals of Judgment Enforcement" to the American College of Trust & Estates Counsel.

 

2015.10.11 ... Orange County, CA ... Presented "California Creditor...Debtor Law Hot Issues" at the annual meeting of the California Association of Judgment Enforcers".

 

2014.3.26 ... Long Beach CA ... A panelist for the program "Judgment Enforcement in California" sponsored by Lorman

 

2013.11.1 ... Pasadena ... Panelist for the program "Creditors' Remedies In California" presented by Lorman

 

2012.11.27 ... Pasadena CA ... Presented "Debt Collection Practices in California" sponsored by Lorman

 

2012.10.13 ... Sacramento, CA ... Presented "Anatomy Of A Collection" at the annual meeting of the California Association of Judgment Professionals

 

2012.9.27 ... Tustin, CA ... Presented "Chasing Judgments" to the Orange County Trial Lawyers Association

 

2012.2.15 ... Orange County CA ...  Presented "Judgment Enforcement in California" sponsored by Lorman

 

2010.11.17 ... Pasadena, CA … Presented "Judgment Enforcement" sponsored by Lorman Education Services

 

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

 

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

 

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

 

2005.9.23 ... Long Beach ... Keynote speaker for the Annual Meeting of the California Association of Judgment Professionals

 

 

 

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

 

 

2017.10.10 ... Webinar ... Jay Adkisson and Dave Slenn presented "Voidable Transactions" for a nationwide webinar hosted by the National Business Institute.

 

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.

 

2016.4.18 ... NBI Webinar ... Presented "Understanding Fraudulent Transfers" for a webinar sponsored by the National Business Institute.

 

2015.7.29 ... Las Vegas ... Presented "The Uniform Fraudulent Transfer Act" to the Las Vegas Chapter of the Society of Trust & Estate Practitioners

 

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

 

2014.5.8 ... 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

 

2013.7.23 ... 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

 

2008.10.11 ... San Jose, CA ... Presented "Understanding Fraudulent Transfer Law" at the Annual Meeting of the California Association of Judgment Professionals

 

 

 

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

 

2009.8.13 ... St. Petersburg FL ... Presented "Insurance Schemes, Swindles and Cons" at the LIMRA Advanced Sales Meeting

 

2007.8.2 ... Stowe, VT ... Presented "Understanding Elder Scams" at the annual meeting of the Elder Law Section of the New York State Bar Association

 

2007.5.29 ... 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

 

2006.5.16 ... Charleston, SC ... Presented "Abusive Tax Schemes" at the Southeast Regional Meeting of IRS...Criminal Investigations.

 

2005.8.4 ... Nashville, TN ... Presented "Abusive Tax Schemes" at the national convention of Internal Revenue Service Criminal Investigation (IRS...CI) agents