The Proposed Tax Regulations to Stop Discounting Under IRC Sec. 2704 — What You Should Do and Do Now!

Dear Clients, Colleagues, and Friends, We write to inform you that the Treasury (IRS) just issued Proposed Regulations that could have a dramatic impact on your estate planning by eliminating valuation discounts. For wealthy people looking to minimize their future estate tax, this is critical. It can also be essential for others as well. If you are concerned about protecting a family business from the risks of future divorce, or protecting your assets from lawsuits or malpractice claims, discounts can […]

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Jeffrey Verdon, Esq. Speaking at SCCBA (also webcast) “What Every Lawyer Needs to Know About Their Own Asset Protection Planning and Strategies”

Dear Clients, Colleagues, and Friends, We are pleased to announce that Jeffrey M. Verdon, Esq., Managing Partner of the Jeffrey M. Verdon Law Group, LLP, with over 30 years of experience in the area of comprehensive estate planning with asset protection planning, will be the luncheon speaker at the Estate Planning Section of the Santa Clara County Bar Association on August 29, 2016, 12-2pm, on the topic “What Every Lawyer Needs to Know About Their Own Asset Protection Planning and Strategies”. Estate planning lawyers have continuing […]

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