Saturday–SundayNovember 7–8, 2009

Costa Mesa, California

Register online at www.cajp.orgSaturday 9:00 am – 5:00 pm

Registration 8:00 – 9:00 am(Lunch included)

Sunday 9:30 am – 4:00 pm

California Association of Judgment Professionals

601 Van Ness Ave, Suite E3San Francisco, CA 94102Voice/Fax: 888-311-2257

(or 888-311-CAJP)info@cajp.org • www.cajp.org

To register and book accommo-dations at the CAJP rate, visit

www.cajp.org (Click on ‘events’.)

686 Anton Blvd.Costa Mesa, California 92626

714-540-2500www.westinsouthcoastplaza.com

Reserve special CAJP room rates at:

www.starwoodmeeting.com/Book/CAJPAnnualConferen

Questions?E-mail: CE@cajp.org

UNDERSTANDING COMPLEXTRUSTS AND ASSET PROTECTION TRUSTSJoseph Petrucelli of the PetrucelliLaw Group, APC provides a fullrange of services in the areas of taxplanning, captive insurance compa-nies as risk management tools, taxcompliance, integrated estate plan-ning, family wealth preservation andcorporate law (including LLCs). He isoften consulted by other professionalsin the area of private annuities, chari-table tax issues, complex tax matters,and complex business matters. Hehas been U.S. tax counsel for AngloIrish Trust, Ltd. (Isle of Man), whichis part of the $8 billion Anglo IrishBank Group. In addition to being rec-ognized as an expert in a number ofareas of taxation, Mr. Petrucelli rou-tinely acts as corporate and familygeneral counsel to a number of corpo-rations, family foundations and pub-licly traded corporations.

In addition to his law practice, Mr. Petrucelli has acted as anadjunct professor of federal incometax and business law at CaliforniaState University/San Marcos andguest lecturer at various bar associa-tions and universities.

DEBTOR LITIGATION MANEUVERS TO HINDERENFORCEMENT PROCEDURES

After graduating fromWestern State University,School of Law in 1977,Donna Bader specializedin law and motion matters,

including an assignment to the Lawand Motion Department of theOrange County Superior Court.While acting as a consultant toattorneys on their law and motionneeds, she wrote hundreds ofmotions and oppositions.

Ms. Bader is a Certified Specialistin Appellate Law. Since 1980, shehas practiced exclusively in the areaof civil appeals and writs and haswritten over 350 appellate briefsand writ petitions.

Ms. Bader is the former andfounding Editor-in-Chief of Plaintiffmagazine, a new publication that isdistributed to over 5,000 NorthernCalifornia attorneys. She is a formerEditor-in-Chief of Consumer Attorn-

eys Association of Los Angeles’monthly magazine, The Advocate.She also served as the Editor-in-Chief of Consumer Attorneys ofCalifornia’s monthly magazine, The Forum, in 2005, and before that,she was the Editor of the OrangeCounty Trial Lawyer’s quarterlypublication, The Gavel, for threeyears. She has served on the boardsof the Orange County Bar Associa-tion, Consumer Attorneys of Calif-ornia, and Orange County TrialLawyers Association. Ms. Bader hasbeen a contributing writer to num-erous publications and has been featured as a speaker at many semi-nars. She was named a ‘SuperLawyer’ for Southern California in2007, 2008 and 2009.

“ACCORDING TO RICHARD”(In memoriam October 3, 1943 –April 4, 2008)

Richard Enkelis wroteand lectured extensively onenforcement of judgmentissues. A prolific speakerthroughout his colorful life,

CAJP is honored to present words ofwisdom from its beloved honorarymember. This presentation will fea-ture video highlights from Mr.Enkelis’ many speaking engage-ments. Mr. Enkelis’ works include“Collection Law in California”Lorman Education Services, “DebtCollection Practice in California/

Second Edition,”" CEB lead co-author, multi-volume collection trea-tise, and “Enforcing Civil MoneyJudgments,” CEB Action Guide.He was a consultant for the JudicialCouncil of California on the creationof the forms used in enforcement ofjudgments and to the California StateSheriff's Association, where he taughtat the Advanced Levying OfficerTraining Course. Mr. Enkelis servedon the executive committee of theProvisional and Post-JudgmentRemedies Section of the Los AngelesCounty Bar Association. He was thefirst honorary member of theCalifornia Association of JudgmentProfessionals and served as the advi-sor to its Board of Directors until hepassed away in 2008.

IS IT WORTH YOUR MONEY?Cost-Effective Targeted Sales AndMarketing.An examination of the many aspectsof the judgment collectors’ businessdevelopment cycle, with emphasisto the litmus test: “Is it worth yourmoney?” A fresh perspective onhow to save or postpone expensesthat do not quickly contribute to thebottom line.

Allan E. Jones Jones isVice President - Sales &Marketing of Shaffer &Associates in Columbia,Missouri and holds a

degree in Business Administrationand Marketing.

To date, Mr. Jones has managed to recruit over half of the banks

CAJP Conference SERVING CALIFORNIA

JUSTICE

Judgment Collection Techniques

2009 ANNUAL

Presented by the CAJP Continuing Education Committee

The Westin at South CoastPlaza in Costa Mesa, site of

this year’s conference.

CAJP_AnConfFlier_09.qxd 8/24/09 4:09 PM Page 1

claims of ownership and judicialestoppel as related to bankruptcyand standing.

An honorary member ofCAJP, Raymond R.Goldstein, Esq., is themanaging partner of theCenter for Enforcement

of Family Support. The Center,established in 1979, is a private lawfirm that limits its practice to thecollection of past-due child andspousal support and related maritalobligations. The Center prides itselfon pursuing debtors with creativelawyering and dogged persistence,using sophisticated remedies suchas piercing corporate veils, stockturnover orders, set-asides offraudulent transfers and extraordi-nary executions on such property asaircraft, boats and country clubmemberships. He is the author ofmany enforcement articles andactively participates in legislativereform. He has lectured to dozensof Bar Associations across Califor-nia and has served as a mediaexpert for print, radio and televi-sion on the topic of support enforce-ment. He is a standing panelist withLorman Education, presenting bothintroductory and advanced semi-nars on Judgment Enforcement.

Mr. Goldstein is the continuingupdate author of CEB’s, EnforcingCivil Money Judgments, a varietyof chapters in CEB’s treatise, DebtCollection Practice in California,as well as a host of others.

THE PSYCHOLOGY OF SETTLE-MENT – HOW DIFFICULT CASESARE BROUGHT TO A CLOSE.

The nation’s foremostauthority on asset protec-tion and fraudulent trans-fers, Jay D. Adkisson isan attorney in private

practice with the firm of RiserAdkisson LLP, with his office inNewport Beach, California. Mr.

in the State of Missouri as well asnotable institutions outside the state.

Mr. Jones previously served asvice president - marketing andadvancement for his alma mater andas regional director of operationsfor an advertising sales firm. He isthe Vice President of the MissouriCollectors Association and theemcee for CAJP’s Conference 2009,a position he has been appointed tonumerous times in the past.

PROVING UP ALTER EGO AND SUC-CESSOR LIABILITY ISSUES AGAINSTCORPORATIONS AND LLCS.Christopher L. Pitet is a respect-ed trial and appellate lawyer. Hehas tried numerous cases, rangingfrom complex reinsurance disputeto employment discrimination mat-ters. Many of his appellate mattershave produced published opinions.In addition to his busy civil prac-tice, Mr. Pitet serves as the firstsworn special prosecutor for theOrange County District Attorneys’Office, where he prosecutes crimi-nal matters.

Prior to founding Grobaty &Pitet with Mike Grobaty, Mr. Pitetpracticed law with an internationallaw firm. He has several publica-tions to his credit and has con-tributed to the Federal AppellatePractice Guide– Ninth Circuit(Lawyers Co-op 1997). From 2006 to 2008, Mr. Pitet hasbeen selected as a “Rising Star” byLos Angeles Magazine and he hasbeen named as a ‘Super Lawyer’.

ANTICIPATING, AVOIDING &DEALING WITH DEBTOR DEFENSES AND OBSTACLESAnticipating and preparing for pos-sible debtor defenses and otherobstacles is a crucial element of suc-cessful judgment enforcement. Thissession will address exactly that, aswell as how to deal with such obsta-cles when they do arise, includingclaims of exemption, third party

Adkisson received his B.A. and J.D.degrees from the University ofOklahoma, and was a member ofthe Oklahoma Law Review. He isadmitted to practice law inCalifornia, Oklahoma and Texas, aswell as various federal district andappellate courts nationwide. Mr.Adkisson concentrates his practiceon creditor-debtor planning andcommercial litigation. Mr. Adkissonis one of the authors of AssetProtection: Concepts and Strategies(McGraw-Hill 2004), and a regularlecturer at American BarAssociation and state and local barassociation conferences on the topicof wealth preservation planning.

He is internationally known asthe creator of Quatloos.com, aninternet website that exposes taxand financial scams, and he hastwice been an expert witness to theU.S. Senate Finance Committeeregarding tax scams. He has alsobeen the feature of articles inForbes, the Wall Street Journal,the Financial Times, and hasappeared on ABC’s 20/20. Mr.Adkisson is an honorary member ofthe CAJP.

“ASK THE EXPERTS”JUDGMENT ENFORCEMENTPANEL

• JUDGE ALAN M. AHART

• JAY D. ADKISSON, ESQ.

• RAYMOND R. GOLDSTEIN, ESQ.

• JEROME J. BLUM, ESQ.

Judge Alan M. Ahart is a judgeof the United States BankruptcyCourt, Central District ofCalifornia. He is a graduate of theState University of New YorkSchool of Law, Buffalo. He alsoholds an LLM from the Universityof Pennsylvania Law School.

Judge Ahart is author of TheRutter Group’s CaliforniaPractice Guide, EnforcingJudgment and Debts, a 2-volumetreatise for attorneys. He is also aco-author of Bankruptcy, Rutter’snew practice guide.

As a member and former Chairof the California State BarBusiness Law Section Debtor/Creditor Relations and BankruptcyCommittee, Judge Ahart activelyparticipated in passage of theEnforcement of Judgments Law.He represented financial institu-tions in debtor/creditor and bank-ruptcy matters for 12 years beforebeing appointed to the bench in1988. Judge Ahart is the author or

co-author of over a dozen lawreview articles.

Jerome J. Blum received his JurisDoctor degree from UCLA School of Law where he graduated Orderof the Coif in 1981. Mr. Blum focus-es primarily on enforcement ofjudgments, provisional remediesand fraudulent transfer issues. Hepreviously served as Chairman ofthe Remedies Section of the LosAngeles County Bar Associationand currently serves on its Execu-tive Board. He teaches continuingeducation courses, has written arti-cles and is a featured speaker onenforcement of judgments and col-lection of attorneys’ fees by lawfirms. Mr. Blum is an update authorfor California Debt Collection andEnforcement of Judgment, a prac-tice guide for attorneys publishedby Lexis Nexis Matthew Benderand authors of Chapters 1–6.

CAJP reserves the right to revisethe course outline or faculty if circumstances are beyond ourcontrol.

SERVING CALIFORNIAJUSTICE

California Association of Judgment Professionals

601 Van Ness Avenue, Suite E3 San Francisco, CA 94102Voice/Fax: 888-311-2257

info@cajp.org • www.cajp.org

CAJP_AnConfFlier_09.qxd 8/24/09 4:09 PM Page 2