Jay Adkisson (Adkisson Pitet LLP) : Post-Claim California Private Retirement Plan To Protect Debtor’s Non-Exempt Assets Held To Be A Sham In Gluck (November 26, 2021)

Jay Adkisson, of Adkisson Pitet LLP, has made available for download his article, “Post-Claim California Private Retirement Plan To Protect Debtor’s Non-Exempt Assets Held To Be A Sham In Gluck”, published in Forbes Magazine. The abstract is as follows:

I first wrote about California private retirement plans some seven years ago in my article, The California Private Retirement Plan: Separating Fact From Fiction (12/28/2015). That article predicted the misuse of private retirement plans as asset protection vehicles, and that the California courts would make quick work of such misuse. In the case that shall next be summarized, we will say that play out in real life.

Click here to view Jay Adkisson’s summary of “Post-Claim California Private Retirement Plan To Protect Debtor’s Non-Exempt Assets Held To Be A Sham In Gluck”.

Posted by Isabella King, Associate Editor, Wealth Strategies Journal.