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SECURITIES LITIGATION AND INVESTMENT ADVISOR FRAUD*

The firm engages in securities litigation, including both the prosecution and defense of securities fraud claims, and related claims such as elder abuse via the purchase of investment products, life insurance and annuities.

The firm investigates and prosecutes appropriate investment fraud cases, including coordination with law enforcement officials and claims made to victims' restitution funds.

The firms handles cases, both claim and defense, involving sales of unsuitable products or investment strategies as well as malpractice cases against life insurance agents and financial advisors. These cases include those with the following issues:

  • Defective 419(A)(f)(6) and 419(e) Welfare Benefit Trusts

  • Defective 412(i) Defined Benefit Pension Plans

  • Stranger-Owned Life Insurance (a/k/a "Free Life Insurance") Strategies

  • Failed Life Insurance Policies

  • Variable Annuities With Undisclosed Charges or Surrender Periods

  • Life Settlements Without Full Disclosure

  • Defective Tax or Estate Plans

  • Tax Shelters

  • Improper Asset Allocations

  • Unsuitable Investments

  • Bogus Investments / Pyramid Schemes

  • Unsuitable Annuity Sales, including Variable Annuities and Equity-Indexed Annuities
Quatloos
 

Jay Adkisson is the Creator and Editor of Quatloos! (quatloos.com), an internationally famous internet website which exposes financial frauds and scams, and which has won many honors. Since Quatloos.com went online in 1998, it has helped tens of thousands of people avoid being scammed out of literally billions of dollars, and helped to educate many thousands of people (and also enforcement personnel) about tax scams and tax scam promoters.

Jay has twice testified as an expert witness before the U.S. Senate Finance Committee regarding tax scams and frauds, and was featured in the Forbes’ Article “Build Your Own Soapbox” in the Fall 2000 Best of the Web special edition for his work with Quatloos! Jay has also appeared on ABC's 20/20 and in financial publications such as the Wall Street Journal, and numerous other television and radio programs to discuss various financial frauds and tax scams. Jay was an invited attendee to the 4th International Financial Fraud Convention in London, 1999.




Prospective clients seeking to use the firm's services should call our new client coordinator at 949.629.1176 to set up a brief free telephone conference with an attorney of the firm to discuss the prospective client's suitability and the firm's process for assisting its clients once they have engaged the firm.


* Please note that no attorney of the firm has sought board certification by any state as a specialist in any area of practice, and no attorney of the firm claims to be a specialist in any practice area.
 

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© 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.