The Sky is Falling!

Dear Clients, Colleagues, and Friends, Client Alert was created to educate and inform. The importance of acting now cannot be overstated. Failing to do so is at your peril… One of the greatest estate tax reduction strategies used by estate planners is about to go away – forever. Act Now! Ok, while Client Alert’s Chicken Little act is over, it can say with a high degree of certainty that the sky really is falling. Question: What is the single most […] Continue reading

Marriage and money

The Most Expensive Divorce in History… Averted!

Dear Clients, Colleagues, and Friends, Life is unpredictable. For instance, the financial pitfalls of a catastrophic divorce can throw devastating curveballs to even the wealthiest titans of industry. Here is one such story: Russian oligarch and French soccer club AS Monaco owner Dmitry Rybolovlev met his wife almost 30 years ago when they were both students in the Ural Mountains.

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Back Seat Driver's License

Now Back Seat Drivers Can Be Held Liable

The CA 4th District Court of Appeal Just Said So… Dear Clients, Colleagues, and Friends, Josh and Jessica planned a Friday night movie date at home. They rented “Fast and Furious”, as they were both avid Nascar fans. They were ready to see some exhilarating action scenes. Then they discovered that they did not have any popcorn, so they jumped in the car for a quick trip to the store. Jessica knew a short cut through the residential neighborhood. She also […] Continue reading

Supreme Court

Obamacare Lives, But It’s Worse…

King vs. Burwell (A dark day for the SCOTUS) Dear Clients, Colleagues, and Friends, Getting dressed for work yesterday morning, I was taken aback when I heard the outcome of the US Supreme Court’s 6-3 majority vote in the case of King vs. Burwell in favor of upholding Obamacare. After reading the Court’s opinion, and especially Judge Alito’s vigorous dissent, I received an e-mail from a colleague, David Hiersekorn, who shared his thoughts about the decision that really caught my […] Continue reading

Freedom Fest

Jeffrey Verdon, Esq. to Speak and Exhibit at FreedomFest Conference

Dear Clients, Colleagues, and Friends, The Las Vegas based FreedomFest is an annual festival where free minds meet to celebrate “great books, great ideas, and great thinkers” in an open-minded society. It is independent, non-partisan, and not affiliated with any organization or think tank. Founded and produced by Mark Skousen since 2007, FreedomFest invites the “best and the brightest” from around the world to talk, strategize, socialize, and celebrate liberty. FreedomFest is open to all and is purely egalitarian, where […] Continue reading


Are Your Heirs Ready for Prime Time?

Transferring Maximum Wealth Does Not Guarantee Wealth or Family Harmony in the Next Generation Dear Clients, Colleagues, and Friends, According to the renowned Williams Group with over 50 years of coaching families in preparing heirs, their research studies have established that 70% of wealth transitions fail (defined as involuntary loss of control of assets). If this is to be believed, clearly important elements are missing from the current approach to estate planning, allowing this staggering failure rate to continue. According […] Continue reading

Cash Flow Wealth Summit

Cash Flow Wealth Summit – A Huge Success!

Dear Clients, Colleagues, and Friends, On May 15, 2015, our Client Alert announced “Jeffrey Verdon to Speak at Cash Flow Wealth Summit” in which the seminar producers used a remarkable new technology — a virtual online financial conference — where the attendee could attend the conference, visit the exhibit hall, and attend the presentations, all from the comfort and convenience of his or her home or office. For over 25 years, I have been a speaker at land-based financial conferences […] Continue reading

Cash Flow Wealth Summit

Jeffrey Verdon to Speak at Cash Flow Wealth Summit

Dear Clients, Colleagues, and Friends, I’d like to personally invite you to attend the Cash Flow Wealth Summit, where I will be participating as a guest speaker in the category of comprehensive estate planning and asset protection strategies. The topic of my presentation is “Secrets of the Dirty Filthy Rich — Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner“. This two-day virtual conference — presenting over 30+ thought leaders of wealth — is for Investors, […] Continue reading

gavel money

For Donald Sterling’s Mistress: More Than One Kind of “Protection” Was Necessary

Dear Clients, Colleagues, and Friends, Last month, a Los Angeles judge ordered V. Stiviano, the former mistress of ex-Clippers owner Donald Sterling, to pay $2.6 million to Sterling’s wife Shelly for gifts that were part of the Sterling’s community property. These gifts included a $1.2M house, three luxury cars, extensive shopping trips and world travel. No one would fault Shelly Sterling for wanting her day in court against her husband’s ex-mistress, but I can’t help put on my “asset protection […] Continue reading

The Best Little Asset Protection Vehicle No One Has Ever Heard Of — Securing Retirement

Dear Clients, Colleagues, and Friends, Life is full of little surprises.  Wondering if you have enough money for retirement should not be one of them. Imagine this… You’ve worked your entire life to build a successful business, investing every spare penny back into your company.  Your long-term plan?  To sell the company when you turn 60 so you can live a life of leisure on the proceeds.  Then, disaster strikes.  You and your company get sued, and after a devastating […] Continue reading