Asset Protection Hot Topics: 2015 need details
Cost: Members $25, Guests $50
Speaker: Jay D. Adkisson
Topic: Asset Protection Hot Topics: 2015
About the talk: An overview of recent cases affecting asset protection planning, including (1) important changes to the fraudulent transfer law, (2) conflict-of-law cases that may affect trust planning, and (3) the continuing erosion of charging order protection.
Speaker bio: Jay D. Adkisson is a partner of Riser Adkisson LLP. Mr. Adkisson's practice now concentrates in the areas of creditor-debtor law, including asset protection planning, and captive insurance planning. Mr. Adkisson is the author of books on asset protection planning, captive insurance planning, and planning with equity-indexed annuities. Twice an expert witness to the U.S. Senate Finance Committee, Mr. Adkisson is creator of the anti-fraud website Quatloos.com. Mr. Adkisson was previously the Director of Private Client Services for Select Portfolio Management, Inc., a financial advisory firm in Southern California, and previously held FINRA Series 4, 7, 63 and 65 registrations and a life agent's license in California.
Mr. Adkisson is currently the Vice-Chair of the American Bar Association's Committee on Insurance and Financial Services in the Real Property, Trusts & Estates Section. He is the former Chair of the Committee on Captive Insurance Companies in the Business Law Section. Mr. Adkisson was an ABA Advisor to the Uniform Laws Commission Drafting Committee on the Uniform Voidable Transactions Act (a/k/a 2014 Revision to the Uniform Fraudulent Transfers Act), and is currently an ABA Advisor to the ULC Drafting Committee on the Uniform Series of Unincorporated Business Entities (a/k/a Uniform Series LLC Act).
Mr. Adkisson is the author of several business books, including Asset Protection: Concepts & Theory (McGraw Hill 2004), Adkisson's Captive Insurance Companies (2006), and Equity Indexed Annuities: The Smart Consumer's Guide. He is also a regular contributor to his column "Wealth Preservation" on Forbes.com
Mr. Adkisson received his B.A. and J.D. with distinction from the University of Oklahoma, and was a member of the Oklahoma Law Review. He is a member of the State Bars of Arizona, California, Nevada, Oklahoma and Texas.
CPE
For information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564
Members will register by accepting the electronic invitation. If you are unable to attend please decline the electronic invitation.
Estate Planning Council of St. Louis is a registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Learning Objectives: A better understanding of the new rules in 2015 that you can share with clients.
Upon completion of this course you should be able to: Better understanding of
Fraudulent Transfer Law, Conflict of law cases, and continuing erosion of charging order protection.
Deliver Method: Group-live setting
Earn 1 CPE credit for this session
Field of Study: Specialized Knowledge and Applications
Program Level: Intermediate
Who should attend? Everyone at all levels
For information regarding program complaint or cancellation policies, please contact our offices at 314-520.3564.
Members will register by accepting the electronic invitation. If you are unable to attend please decline the electronic invitation.
Estate Planning Council of St. Louis is a registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
