Jeffrey M. Verdon, Esq.
Managing Partner, Jeffrey M. Verdon Law Group, LLP
Jeffrey M. Verdon, Esq. is the managing partner of the Jeffrey M. Verdon Law Group, LLP, a Trusts & Estates boutique law firm located in Newport Beach, Calif. With more than 30 years of experience in designing and implementing comprehensive estate planning and asset protection structures, the law firm serves affluent families and successful business owners in solving their most complex and vexing estate tax, income tax, and asset protection goals and objectives.
Gifts vs. Loans: Don’t Be Generous to a Fault
personal finance
Gifts vs. Loans: Don’t Be Generous to a Fault
What most of you would think of as a “loan to a family member” the IRS may consider a “gift” instead. And that can be a very expensive difference of o…
October 7, 2020
With Estate Taxes on Sale Now, You Snooze, You Lose!
tax planning
With Estate Taxes on Sale Now, You Snooze, You Lose!
You may want to consider gifting your home — or maybe a fractional interest in it — as well as using an irrevocable trust before it’s too late.
September 25, 2020
Gifts to Minors: LLCs Can Protect Them from Creditors and Predators
family savings
Gifts to Minors: LLCs Can Protect Them from Creditors and Predators
You’ve decided to fund a Uniform Gifts to Minor Account, but have you thought about how to make sure that legacy will be secure?
August 11, 2020
Exit Strategies for Charitable Remainder Trusts
estate planning
Exit Strategies for Charitable Remainder Trusts
CRTs offer tax and income-planning flexibility as life changes over the years.
July 1, 2020
High-Level Strategies to Protect Your Wealth from the Wolf at the Door
retirement
High-Level Strategies to Protect Your Wealth from the Wolf at the Door
From foreign asset protection trusts to a preferred partnership freeze and bankruptcy planning, there are several options to ensure your long-term fin…
May 25, 2020
Wealthy Families Have a Rare Opportunity to Avoid Estate Taxes
retirement
Wealthy Families Have a Rare Opportunity to Avoid Estate Taxes
The unique financial climate ushered in by the coronavirus offers well-off investors the chance to implement a little-known estate-planning strategy c…
May 12, 2020
Estate and Tax Planning in These Unexpected Times
taxes
Estate and Tax Planning in These Unexpected Times
The serious health and economic crises families everywhere are facing right now have left them with many questions. Take a look at answers to a couple…
March 22, 2020
Want a Second Passport? Here Are 3 Countries You Can Buy Your Way Into the EU
retirement
Want a Second Passport? Here Are 3 Countries You Can Buy Your Way Into the EU
Quality of life, health care and the freedom to spend unlimited time in Europe are a few reasons why people are looking into citizenship programs in M…
May 24, 2019
The Do Over Trust: Protecting Your Adult Children from Themselves
retirement
The Do Over Trust: Protecting Your Adult Children from Themselves
Once an irrevocable trust is set up with the best of intentions for your children, it's set in stone, and you're out of luck if circumstances change .…
March 4, 2019
A Risk That Could Cost You Everything: The Dunning-Kruger Effect
retirement
A Risk That Could Cost You Everything: The Dunning-Kruger Effect
You don’t know what you don't know. (And once you realize what you didn't know, well, it may be too late.)
December 3, 2018
Your Estate Could be Bankrupt Unless You Protect Against This
retirement
Your Estate Could be Bankrupt Unless You Protect Against This
Whether you’re a successful business owner, a family of wealth or just average, middle-class folks, if you haven’t prepared for the possibility of law…
June 14, 2018
Alaska Court Just KO'd Domestic Asset Protection Trusts
retirement
Alaska Court Just KO'd Domestic Asset Protection Trusts
If you have assets you want to protect from lawsuits, you might want to try something other than a DAPT in the wake of a recent court ruling. A foreig…
March 9, 2018
There is No Place Like Home: Mature Foreign Asset Protection Trusts Are Coming Home
retirement
There is No Place Like Home: Mature Foreign Asset Protection Trusts Are Coming Home
The 10-year time limit is expiring for a raft of foreign asset trusts, and those who hold them could benefit in several ways now by redomiciling them …
February 14, 2018
Tax Change is Here: Here's How to Plan for It
taxes
Tax Change is Here: Here's How to Plan for It
The dust is still settling, but here are the first impressions of our nation's new tax structure. Some of the changes will mean opportunities for thos…
December 20, 2017
Businesses Need Asset Protection, Too
business
Businesses Need Asset Protection, Too
Here are several ways for family-owned and privately owned companies to place assets out of reach.
September 14, 2017
3 Make-Your-Money-Last Tips for Future Retirees
retirement
3 Make-Your-Money-Last Tips for Future Retirees
The secret to a secure retirement starts long before you actually retire. Here are three areas where successful retirees excel.
July 3, 2017
Not Johnny Depp? You Still May Need Asset Protection
retirement
Not Johnny Depp? You Still May Need Asset Protection
The actor was living a $2 million-a-month life of luxury, but then a fallout with his manager led to an eye-popping lawsuit and countersuit.
May 18, 2017
Delaware Trust? You May Want to Consider Nevada Instead
retirement
Delaware Trust? You May Want to Consider Nevada Instead
A court decision opened the way for claims stemming from divorce. Nevada may now be a better jurisdiction for asset protection.
March 7, 2017