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LITIGATION INVOLVING FINANCIAL PLANNING, ANNUITIES &
LIFE INSURANCE
The firm practices in the area of litigation -- both
plaintiff-side and defense-side -- of disputes involving
financial planning, annuities and life insurance, investment
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:
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Defective 419(A)(f)(6) and 419(e)
Welfare Benefit Trusts
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Defective 412(i) Defined Benefit
Pension Plans
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Stranger-Owned Life Insurance (a/k/a
"Free Life Insurance") Strategies
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Failed Life Insurance Policies
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Variable Annuities With Undisclosed
Charges or Surrender Periods
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Life Settlements Without Full
Disclosure
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Defective Financial or Estate Plans
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Tax Sheltered Investments
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Improper Asset Allocations
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Unsuitable Investments
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Bogus Investments / Pyramid Schemes
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Unsuitable Annuity Sales, including
Variable Annuities and Equity-Indexed Annuities
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.
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