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Financing Accounts Receivables
Financing Accounts Receivable for Retirement and Asset Protection,
by Ronald J. Adkisson
 
 
Advanced Strategies
Beneficiary-Taxed Irrevocable Trust
Billing & Collection Company
Closely-Held Insurance Company
Xtreme LLC
Modular Asset Protection
Non-Qualified Personal Residence Trust
RetireZ Non-Qualified Private Retirement Plan
Series LLC
Synthetic Roth
 
 
 
 
Hazardous or Overused Strategies
Foreign Asset Protection Trust (FAPT)
Domestic Asset Protection Trust (DAPT)
Land Trusts
Family Limited Partnership (FLP)
Nevada Corporations and LLCs

 

Calendar of Upcoming Appearances
 

September 19 -- Park City, UT
Jay Adkisson to present "Unique Issues in Captive Insurance Planning" at the Annual Meeting of the Utah Captive Association

October 10-12 -- San Jose, CA
Jay Adkisson to present "Hidden Secrets of the Uniform Fraudulent Transfers Act" at the
Annual Meeting of the California Association of Judgment Professionals
November 1 -- Las Vegas
Jay Adkisson to present "Asset Protection for the Financial Services Professional" at the Annual Meeting of the Society of Financial Services Professionals
November 2 -- Chicago
Jay Adkisson to present "Asset Protection for the Plastic Surgeon" at the Annual Meeting of the American Society of Plastic Surgeons

Past Speaking Events 2008

 

Past Speaking Events in 2007
  

  • November 15, 2007 -- Santa Barbara, CA -- Jay Adkisson presented "Understanding Asset Protection" at the Santa Barbara County Bar Association Section on Taxation.

  • October 26-31, 2007 -- Baltimore, MD -- Jay Adkisson presented "Asset Protection for the Plastic Surgeon" at the American Society of Plastic Surgeon's 2007 Symposium

  • October 18-20 -- San Diego, CA
    Jay Adkisson moderated the panel "Understanding Captive Insurance Companies" and the workshop "Captive Insurance for Wealth Transfer and Preservation" and also 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

  • October 6-7 -- Irvine, CA
    Jay Adkisson to present "Busting Asset Protection Schemes" at the annual conference of the
    California Association of Judgment Professionals

  • September 27-29 -- Vancouver, BC
    Chris Riser to chair panel presentation: "Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses" at the
    American Bar Association's Joint Tax/RPPT Fall Symposium

  • August 2-4, 2007 - Stowe, VT - Jay Adkisson to present "Understanding Elder Scams" at the annual meeting of the Elder Law Section of the New York State Bar Association

  • July 25-26, 2007 - San Diego, CA - Jay Adkisson to present "Captive Insurance Strategies" at the Best Practices of America 2007 Symposium

  • July 11, 2007 - Orange County, CA - Jay Adkisson presented "Understanding Charging Orders" at the luncheon of the Trusts & Estates Section of the Orange County Bar Association

  • June 27, 2007 - Costa Mesa, CA - "Ideas in Asset Protection" at the Estate Planning Committee of the Long Beach/Orange County Chapter of the California Society of Certified Public Accountants

  • May 29-30, 2007 - Irvine, CA - "Tax and Financial Frauds: Old Scams Repackaged" at the Annual Orange County (OC) Institute of Internal Auditors (IIA) Fraud, Threats & Risk Seminar

  • May 15-18, 2007 - Columbia, SC - "Busting Asset Protection Schemes" at the U.S. Attorneys' Office of Legal Education's Criminal Asset Recovery Summit

  • May 2, 2007 - Detroit - "Asset Protection: 10 Things You Must Know" at the 20th Annual Michigan Tax Conference sponsored by the State Bar of Michigan

  • May 7-8, 2007 - San Diego - "Asset Protection for the OB/GYN" at the American College of Obstetricians and Gynecologists

  • April 24-25 - Miami, FL - "Captive Insurance Companies" at the 5th OffshoreAlert Financial Due Diligence Conference

  • March 23-24, 2007 - Anaheim, CA - "The Final Stiff: Asset Protection Post-Death" at the seminar Fundamentals of Trust Administration by the California Continuing Education of the Bar

  • March 26, 2007 - San Bernardino, CA - Jay Adkisson "Intermediate Asset Protection" at the seminar Attorneys' Guide to Asset Protection by the National Business Institute.

  • March 18, 2007 - Detroit, CA - "Asset Protection for the Physician" at the Michigan Association of Physicians of Indian Origin

  • January 11, 2007 - Orlando, FL - "Ethics of Asset Protection" at the 41st Annual Heckerling Institute sponsored by the University of Miami.

 

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Asset Protection:
Concepts & Strategies
,
by Jay D. Adkisson
and Christopher M. Riser
 

Available at

Amazon.com and Barnes & Noble

- - - - - - - - - - - - - -
 
Captive Insurance Company Book
Adkisson's Captive
Insurance Companies
,
by Jay D. Adkisson
Available at
Amazon and Barnes & Noble
 
 
CONTACT RISER ADKISSON LLP
ABOUT ASSET PROTECTION

 

 

 

 
 
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spacerAdditional Important Information

Nothing in this website is any substitute for the legal advice or opinion of a licensed attorney in your state. This website is simply a starting resource for information on the topics herein and does not claim to provide any definitive answer and should not be relied upon for any purposes whatsoever. Non-professionals should seek the assistance of a licensed attorney in their jurisdictions, and professionals should please consult the primary source materials such as statutes and case laws directly. Nothing in this website may be relied upon under IRS Circular 230 to avoid penalties for an incorrect tax position.

Adkisson Publishing Inc. is not a law firm and does not provide any legal service of any nature whatsoever. Adkisson Publishing Inc. is a publisher of books, websites and provides speakers on various topics. The person responsible for this website is Jay D. Adkisson in his capacity of President of Adkisson Publishing Inc. and questions regarding it should be addressed to him at Adkisson Publishing, Inc., P.O. Box 7088, Laguna Niguel, CA 92677.

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