Publications

Asset Protection Book

Asset Protection: Concepts and Strategies
published by McGraw-Hill & Co., 2004, by Jay Adkisson and Chris Riser

Significant Articles

Adkisson & Riser, Ehmann - Bankruptcy Trustee Gets Debtor's Non-Economic Rights, Steve Leimberg’s Asset Protection Planning 59 (2/9/2005)

Riser, Herring v. Keasler - Charging Order and LLC Interests, Steve Leimberg’s Asset Protection Planning 24 (6/20/2002)

Riser, Craft - Federal Tax Lien Trumps State Law, Steve Leimberg’s Asset Protection Planning 16 (4/23/2002)

Riser, In re Anderson - IRA Funds Awarded in Marital Dissolution Not Exempt in Bankruptcy, Steve Leimberg’s Asset Protection Planning 14 (1/30/2002)

Riser, with Steven J. Oshins, Scheffel v. Krueger: The Effectiveness of Statutory Spendthrift Trust Protection, Trusts & Estates, October 2001

Riser, Scheffel v. Krueger If Tough Cases Make Good Law..., Steve Leimberg’s Asset Protection Planning 7 (8/21/2001)

Riser, HAVOCO v. Hill - Homestead Exemption and Fraudulent Transfer. Steve Leimberg’s Asset Protection Planning 6 (7/25/2001)

Riser, Deary - Disclosure of Tax Returns in Civil Case, Steve Leimberg’s Asset Protection Planning 5 (7/18/2001)

Riser, Estate Planning for Entrepreneurs, Private Wealth Advisor, Jan-Feb, 2001

Riser, Foreign Mutual Fund Taxation, Private Wealth Advisor, Nov-Dec, 2000

Riser, Delaware Series LLC, Offshore Today, September 22, 2000

Adkisson, Walking Through Thin Ice -- And Falling Through: The Perils of Offshore Trusts (FTC v. Affordable Media LLC), 2 Asset Protection Journal 22 (Spring 2000).

Adkisson, A Conversation on the Anderson Case Between Jay Adkisson and Denis Kleinfeld, 2 Asset Protection Journal 15 (Spring 2000);

Adkisson, Ninth Circuit Eviscerates Foreign APTs in the Anderson Case, 1 Offshore Finance U.S.A. (Sept/Oct 1999).

Riser, Re Heginbotham's Petition: Manx Fraudulent Transfer Law Does Not Apply to Potential Future Creditors, Journal of Asset Protection, January-February 2000

Riser, Tax Consequences of Charging Orders: Is the KO by K-1 KO’d by the Code? Asset Protection Journal, Winter 1999

Riser, Nonprofit Tax-Exempt Organizations as Members of LLCs: An Analysis of Revenue Ruling 98-15, Journal of Limited Liability Companies, Winter 1999

Riser, Nonprofit LLCs: Time for a New Experiment? Originally in LLC ADVISOR (CCH), April 1998, Reprinted in two parts in TAX-EXEMPT ADVISOR (CCH), October 1998 and November 1998

Riser, Tax Choice of Entity for a New Small Business LLC, LLC Reporter, July/August 1998

Additional Reading

Senate Finance Committee
Hearing on "Charity Oversight and Reform: Keeping Bad Things from Happening to Good Charities". (June 22, 2004). Written Overview

Mr. Adkissson's Testimony (pdf)

HealthCast coverage of the
Senate Finance Committee hearing

Asset Protection: Concepts and Strategies for Protecting Your Wealth
Preview the soon to be released book on Asset Protection
by Jay Adkisson and Chris Riser.

Asset Protection BLOG
Discussion of new developments in Asset Protection and related debtor-creditor issues, primarily from the viewpoint of planning for those who are concerned about unforeseen contingent liabilities, but also some news from the creditors' side as well. Hosted by Jay Adkisson and Alex Fugairon.

Mr. Adkisson's Presentation
to the American Bar Association: Asset Protection
An Introduction to Morals, Ehtics, Goals and Methodology. (in .pdf format)

Mr. Adkisson's presentation with Chris Riser to the
American Bar Association's Section on Real Property, Probate and Trusts:
April 2002, entitled: "Advanced Practical Asset Protection Planning - Here, There or Everywhere?" (in .pdf format).

Mr. Adkisson's Testimony Before US Senate Finance Committee: "Taxpayer Beware: Schemes, Scams, and Cons"
Taped video of the US Senate Finance Committee, 5 April 2001 (in .ram format). Download RealPlayer first if you don't already have it on your system. Mr. Adkisson's written statement in .pdf format.

Fiduciary Duty of Trustee to Utilize
Alternative Risk Management Techniques
Mr. Adkisson's presentation to the Second International Forum on International Estate and Income Tax Planning sponsored by the Institute for International Research in Miami, Florida (Feb. 4, 2002) (in .pdf format).

Forbes Article: PROTECT YOUR ASSETS
With trial lawyers running riot, insurance may not be enough.

COVERAGE - Forbes' Magazine article "Build Your Own Soapbox"
by Seth Lubove about Jay D. Adkisson, how he got into the asset protection business, and his outstanding Quatloos! website on financial scams and traps.

Press Coverage:
Copies of articles, etc., appearing in the business and financial press in which we have recently been quoted.

National Public Radio's Sound Money
weekly broadcast interviews Jay Adkisson about scams and frauds.

Additional Resources:
Additional resources for the study of contemporary asset protection techniques, and information about the American Bar Association Asset Protection Planning Committee, the Asset Protection Journal, and some book recommendations.