Asset Protection

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 Chris Riser, authors of "Asset Protection: Concepts and Strategies" with supporting website at http://www.assetprotectionbook.com

Previous Posts

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Wednesday, December 29, 2004

TREASURY AND IRS ISSUE GUIDANCE ON NEW AUTOMATIC ROLLOVERS FROM QUALIFIED RETIREMENT PLANS

http://www.assetprotectionbook.com/forum/viewtopic.php?t=1685

posted by Alex @ 12/29/2004 02:25:00 PM 0 comments

TREASURY AND IRS FINALIZE COMPREHENSIVE RULES FOR 401(K) PLANS

http://www.assetprotectionbook.com/forum/viewtopic.php?t=1684

posted by Alex @ 12/29/2004 02:23:00 PM 0 comments

Monday, December 20, 2004

TREASURY AND IRS ISSUE GUIDANCE ON DEFERRED COMPENSATION:

http://www.treas.gov/press/releases/js2160.htm

posted by Alex @ 12/20/2004 01:48:00 PM 0 comments

Friday, December 17, 2004

IRS Accepts Settlement Offer on Contingent Liability Tax Shelter:

http://www.irs.gov/newsroom/article/0,,id=132350,00.html

posted by Alex @ 12/17/2004 10:37:00 AM 0 comments

Wednesday, December 15, 2004

Friday, December 10, 2004

Here is a new California fraudulent transfer case:

Synopsis Appellant transferred her interest in residential real property to her husband. They later separated and began dissolution proceedings. In the midst of those proceedings, the husband chose to sell the property. Before the sale was complete, the wife decided to try to block the sale. Ultimately, she obtained an interspousal transfer deed from her husband and refused to complete the sale to the buyers. Appellant argues that the trial court misapplied the Uniform Fraudulent Transfer Act. The court finds that the lower court properly applied the UFTA.

http://www.assetprotectionbook.com/forum/viewtopic.php?

Monday, December 06, 2004

The Adkisson Analysis is back! The new editions will be chock-full of analysis on the breaking cases in debtor/creditor law, as well as asset protection. The new edition, which will be out Friday December 10, 2004, will feature an article on civil conspiracy claims against planners and attorneys. The new addition will also feature a new column spotlighting debtor /creditor issues, from each state across the country. Every addition of the Adkisson Analysis will feature a new state in the spotlight every issue. Sign up now to receive your new issue of the Adkisson Analysis.