Firm Overview
 

Riser Adkisson LLP is a law firm with attorneys licensed to practice in several states. The firm has two main offices serving each coast, with one in the Atlanta area and the other in Southern California. The firm also has satellite offices and relationships with other attorneys and law firms in other states to serve its clients' needs.

The firm serves a mix of corporate clients and affluent individual clients from coast-to-coast as well as internationally. Most of these clients have long-term and ongoing relationships with the firm.

FOUNDING PARTNERS

Chris Riser
Currently the Chairman of the American Bar Association's Asset Protection Planning Committee, Chris Riser obtained his Juris Doctor degree from the University of North Carolina and Master of Laws in Estate Planning from the University of Miami. Chris is admitted to practice in Georgia and North Carolina and manages the firm's office in Athens, Georgia.

Jay Adkisson
An author of several books and a popular legal and financial speaker, Jay Adkisson obtained his Juris Doctor degree from the University of Oklahoma. Jay is internationally known as the creator of Quatloos.com which exposes financial frauds and tax scams. Jay is admitted to practice in California, Oklahoma and Texas and manages the firm's office in Orange County, California. More information

PUBLICATIONS

Asset Protection: Concepts and Strategies
by Jay Adkisson and Chris Riser. The all-time best selling book on asset protection examines many of the issues involved in contemporary debtor planning. (2004)

http://assetprotectionbook.com

 

Captive Insurance Companies
by Jay Adkisson. The all-time best selling book on captives explores these entities as well as closely-held insurance companies and risk retention groups. (2006)

http://captiveinsurancecompanies.com

 

Equity-Indexed Annuities: The Smart Consumer's Guide
by Jay Adkisson. This book provides a short and concise guide to this advanced for of fixed annuity that has become one of the hottest-selling insurance products. (2006)   http://eiabook.com
 

We design and facilitate advanced planning strategies involving life insurance and annuities, and help advisors and agents provide these solutions to their clientele.

 

 

We help advisors and agents to provide honest and efficient solutions to their clientele, and help the clients' other advisors to understand what we are doing and why.

 

Our unique strategies are door-openers for high net worth clients, and provides them with value-added services that the typical advisor or agent will never be able to compete with.

 

 

These strategies are completely domestic, with no offshore or hidden component, and all planning aspects are fully discloseable to the IRS without heightening audit risks.

  
  Selected Strategies 
 
BETIR Trust   Beneficiary-Taxed Irrevocable Trust (BETIR Trust)
Probably the strongest estate planning and asset protection trust so far created, which may be created in any state. This BETIR Trust is ideal for selling Trust-Owned Life Insurance (TOLI).
     
Captive Insurance Companies   Closely-Held Insurance Company (CHIC)
a variation of a Captive Insurance Company
Nearly all major corporations now have captive insurance companies, and they are now being utilized by smaller businesses. The CHIC in appropriate circumstances can allow clients to purchase life insurance outside their estate with effectively pre-tax dollars.
     
BICOCO Billing & Collection Company   Billing & Collection Company (BICOCO)
Protects accounts receivables and revenue sources more efficiently than an A/R financing program, but without requiring the client to obtain a loan, make personal guarantees or loan payments, and which can be funded with either annuities or life insurance purchased outside the estate.
     
Synthetic Roth   Synthetic Roth (SynROTH)
Provides tax-free growth, but without the contribution limits of an ordinary Roth IRA, and both provides very solid asset protection even in states that do not protect IRAs and transfers the unused portion outside the owner's estate at death. Unlike a typical Roth, the SynRoth may be funded with cash-value life insurance.
     
RetireZ   RetireZ Plan
A non-qualified and heavily asset protected retirement plan that allows the participant to put away nearly an unlimited amount as well as protect the payments from creditors as they are made. A must-have for high-risk professionals.
 

 

  Contact Information
 

Those desiring to be clients of the firm should call 949.629.1176 to schedule a brief free call with a partner of the firm for the sole purpose of evaluating whether the matter and representation would be suitable. We do not answer general questions by phone. General questions directed to the firm should be e-mailed to:

questions  >at<  risad.com

Legal issues about the firm or this website should be transmitted by fax to 877.698.0678 or by mail to Jay Adkisson at 100 Bayview Circle, Suite 210, Newport Beach, CA 92660. Main office locations: Athens, Georgia and Orange County, California

 

 

 

 

 

© 2008 by Riser Adkisson LLP. All rights reserved. This website may not be reproduced in whole or in any part without the express written permission of Riser Adkisson LLP.  The firm's attorney who is responsible for this website is Jay Adkisson. Issues regarding this website should be directed to Mr. Adkisson by fax to 877.698.0678 or by mail to 100 Bayview Circle, Suite 210, Newport Beach, CA 92660.

Riser Adkisson LLP does not practice in any jurisdiction unless one its attorneys has been admitted to practice there, or an attorney of the firm has been properly admitted pro hac vice according to the local court rules of that state. Nothing in this website should be construed to be any advertisement for legal services directed to a state wherein Riser Adkisson LLP is not admitted to practice. Nothing in this website is any substitute for the services of a licensed attorney in the relevant jurisdiction.  Persons resident in a state where Riser Adkisson LLP does not have an attorney regularly admitted to practice law should consult with their own local licensed attorney about that attorney retaining Riser Adkisson LLP to assist the local attorney with any client matters that such attorney believes our services and advice would be helpful.

The information given in this website does not constitute legal or accounting advice or opinion, and should not be relied upon for any planning purposes. It is provided solely and exclusively for general, non-specific educational purposes, and to advise the reader of the nature of the services offered individually by us. Planning of this nature is necessarily very circumstance-specific and therefore it would be dangerous to apply the very general rules described herein to any singular fact-pattern. Prudence demands that you consult with an experienced professional licensed in your state before attempting any of the planning techniques described herein. Additionally, the information given in this website is not meant to be a substitute for legal representation. You should consult with your local attorney regarding your suitability for the techniques stated herein under your local laws.

Except as may be specifically described in a fully-executed client engagement letter, Riser Adkisson is not your counsel and you will not rely upon Riser Adkisson LLP for any advice, counsel or suggestions as to the proposed or actual tax treatment of any transaction. Likewise, Riser Adkisson LLP does not make any guarantees or assurances in connection with any product, transaction or strategy discussed by Riser Adkisson LLP. Prudence demands that you retain independent professional tax counsel to objectively advise you on any tax consequences of any product, transaction or strategy discussed by Riser Adkisson LLP. Prudence also demands that you retain appropriately qualified and independent tax professionals to advise you of your tax compliance and reporting requirements.