Professional Speaking Engagements

For 25+ years Jacob has helped hundreds of clients keep what they’ve built, before and after a claim, using structures that hold up to subpoenas, depositions, and collection efforts. This presentation turns real-world case law (fraudulent transfer, charging orders, alter-ego, exemptions, community property, and bankruptcy overlap) into step-by-step planning you can implement immediately. CLE audiences leave with clean frameworks, checklists, and model structures, and a clear sense of what works, what fails, and why.

Topics to be covered

• Core law and ethics: fraudulent transfer rules and timing, badges of fraud, alter ego and veil piercing, charging orders, exemptions, community versus separate property, bankruptcy interplay, privilege, and ethical guardrails for counsel.
• Plaintiff playbook versus defense reality: discovery, turnover, receiverships, contempt, and how resilient plans withstand attack.
• Planning workflow: intake triage, risk profiling, asset mapping, jurisdiction selection, documentation, funding, and maintenance protocols.
• Case studies and recent decisions: why certain plans succeeded or failed and how to pressure test your own structures.

Asset protection strategies discussed

• LLCs and limited partnerships with charging order protection, including manager-managed, multi-tier, and split jurisdiction designs.
• Domestic and offshore asset protection trusts (Nevada, South Dakota, Alaska, Cook Islands, Nevis), plus hybrid and DAPT designs, SLAT and bridge trust approaches, trust protector and duress clauses, and migration of situs.
• Equity stripping and encumbrances using commercially reasonable liens, UCC filings, and well documented related party loans.
• Segregation of operating risk using holding companies, liability remote subsidiaries, IP holding structures, and contract hygiene.
• Exemption maximization and titling tactics, including homestead, tenancy by the entirety where available, qualified plans, and life insurance or annuities as allowed under state law.
• Professional practice planning, including PC, PLLC, and LLP choices, receivables protection, and compensation planning.
• Banking and brokerage resilience through custody diversification, account segregation, and safe harbor jurisdictions.
• Insurance layering, including umbrella and excess liability, coordinated with structural planning. Insurance is not a substitute for proper structuring.
• Post claim triage: steps that may still be done ethically after demand or suit, with a candid discussion of remedial moves and risk.

Assets we will discuss how to protect

• Homes, including primary and vacation residences, rental properties, and commercial real estate.
• Operating businesses, LLC and LP interests, and closely held corporations.
• Cash and brokerage accounts, alternative investments, and fund interests.
• Professional practices, equipment, inventory, and accounts receivable.
• Intellectual property, including trademarks, copyrights, patents, and trade secrets.
• Retirement accounts and plan interests, life insurance cash values, and annuities, subject to state law.
• Vehicles, boats, aircraft, collectibles, and other high value personal property.
• Digital and crypto assets, with a focus on custody and platform risk.
• Notes, guarantees, and future income streams.