Jeffrey Verdon is a Partner of Falcon Rappaport & Berkman LLP. He has been practicing law in the areas of taxation and comprehensive estate planning since receiving his Masters of Law (LL.M. Taxation) from Boston University in 1979.
Mr. Verdon was named by Goldline Research as one of the “Top 10 Most Dependable Lawyers of California for 2008.” He specializes in estate, trust and income tax planning, and asset and lifestyle protection planning for high-net worth clients across the United States.
Mr. Verdon was a Fellow and Senator of the distinguished Isle of Man-based Offshore Institute, a professional body that is dedicated to the education and training of competent practitioners in offshore and international finance and tax planning, and to improving the professional standards of those who dispense professional advice in this field. He is also one of the founding members of one of the earliest and most distinguished publications on comprehensive estate planning, Jacob’s Report on Asset Protection Strategies.
In addition to his practice, Jeff Verdon is a highly sought-after speaker in the areas of taxation and estate planning. He regularly lectures aboard luxury cruise ships, and at top Investment Conferences Internationally.
Education
- Boston University – Masters of Law (LL.M. Taxation)
- Woodland University – Juris Doctor
- Woodland University – B.S.L.
Bar Admissions
- State of California
Professional Affiliations
- Business Law, Brooks College, 1977-1978, Instructor
- Fellow and Senator, Isle of Man-based Offshore Institute, Instructor
Speaking Engagements
- CEB “Asset Protection Planning”, 1995-1996, Panelist
Publications
- Protecting Your Home from Lawsuits with a Dynasty Trust — Kiplinger (July 2022)
- Intellectual Property: A Big Asset You Didn’t Know Your Business Had — Kiplinger (April 2022)
- Got Cash on Hand? How to Protect It From Lawsuits — Kiplinger (March 2022)
- Exes, Stepchildren and Your Will: A Cautionary Tale — Kiplinger (February 2022)
- Is This the Year to Lower Your Taxes While Helping the Environment? — Kiplinger (January 2022)
- Is Private Insurance the ‘New Kid on the Block’? — Kiplinger (July 2021)
- Wealthy Should Act Now to Prepare for Bernie Sanders’ Estate Tax Proposal — Kiplinger (April 2021)
- A Creative Way to Divorce-Proof Your Premarital Assets — Kiplinger (December 2020)
- Gifts vs. Loans: Don’t Be Generous to a Fault — Kiplinger (October 2020)
- With Estate Taxes on Sale Now, You Snooze, You Lose! — Kiplinger (September 2020)
- Gifts to Minors: LLCs Can Protect Them from Creditors and Predators — Kiplinger (August 2020)
- Exit Strategies for Charitable Remainder Trusts — Kiplinger (July 2020)
- High-Level Strategies to Protect Your Wealth from the Wolf at the Door — Kiplinger (May 2020)
- Wealthy Families Have a Rare Opportunity to Avoid Estate Taxes — Kiplinger (May 2020)
- Estate and Tax Planning in These Unexpected Times — Kiplinger (March 2020)
- Protecting Your Children from Themselves — Orange County Business Journal (January 2019)
- A Risk That Could Cost You Everything: The Dunning-Kruger Effect — Kiplinger (December 2018)
- Protect Your Company’s Assets — Orange County Business Journal (October 2018)
- Philanthropy Brings Happiness — Orange County Business Journal (August 2018)
- Securing Your Retirement: The Best Asset Protection Your Lawyer Never Told You About — Orange County Business Journal (June 2018)
- Protecting Your Dream House: Using State of the Art Asset Protection — Orange County Business Journal (June 2018)
- The Gender Gap in Retirement Planning — Orange County Business Journal (May 2018)
- You’re Not a Resident of Alaska? — Orange County Business Journal (March 2018)
- Just Because You Live in California Doesn’t Mean Your Trust(s) Have To — Orange County Business Journal (Feb 2018)
- Businesses Need Asset Protection, Too — Kiplinger (September 2017)
- Wealth Management Column Answers from Jeff Verdon — Orange County Business Journal (September 2017)
- Protecting Your Family: Priceless — Orange County Business Journal (April 2017)
- Thinking of Selling Your Business? Beware of Buyer’s Remorse! — Orange County Business Journal (April 2017)
- Time is Running Out — Orange County Business Journal (November 2016)
- Have Your Cake and Eat it Too! The HYCET Trust — Orange County Business Journal (June 2016)
- Lawyers Gird for Leaks on Offshore Tax Shelters — LA Daily Journal (April 2016)
- Protecting Your Family’s Legacy: Priceless — Orange County Business Journal (November 2015)
- Investment Management Roundtable — Orange County Business Journal (September 2015)
- Keys to Entrepreneurial Success Roundtable — Orange County Business Journal (August 2015)
- Securing Your Retirement: Best Asset Protection Your Lawyer Never Told You About — (July 2015)
- United States Supreme Court Rules: An Inherited IRA is Not Protected From Bankruptcy Proceedings Under The Retirement Funds Exemption — Orange County Business Journal (July 2015)
- Can Debt Collectors Go After My Retirement Savings in Court? — MONEY Magazine (June 2015)
- Asset Rich But Cash Poor – Orange County Business Journal (April 2015)
- But I Thought My Assets and Legacy Were Protected – Orange County Business Journal (March 2015)
- Did the U.S. Supreme Court Really Protect IRAs from Creditors?
- Insulating Your Assets From Lawsuits — Wall Street Journal (June 2014)
- LTC Options — Financial Advisor (June 2014)
- Guard and Protect — Daily Journal (June 2014)
- Cook Islands, a Paradise of Untouchable Assets — New York Times (December 2013)
- The World’s Top Tax Havens – Forbes (March 2008)
- Group International Asset Protection Trusts
- Recent Decision Concerning Asset Protection Trusts
- The ANDERSON Decision
- Overseas Asset Protection Trusts