John Hancock Life Insurance

Asset Protection Planning with Jay D. Adkisson and A. Stephen Kotler aired May 21, 2013

Could the words "asset protection" actually defeat its own purpose?   When engaging in asset protection planning, it is prudent to proceed with caution.  This show will highlight a recent bankruptcy court case that demonstrates some of the pitfalls associated with asset protection planning and Medicaid planning . Listen as Caroline McKay, Associate counsel of JH Advanced Markets Group, and Jay D. Adkisson,  a partner in the Newport Beach law firm of Riser Adkisson LLP, and a co-author of the McGraw-Hill book "Asset Protection: Concepts & Strategies" and A. Stephen Kotler, a Florida Bar Board Certified Wills, Trusts and Estates Lawyer in Naples, Florida, whose practice emphasizes estate planning, asset protection, probate administration, Federal transfer tax and elder law, speak about this recent bankruptcy case, and the mistakes that planners should try to avoid.

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