Speaking Engagements

Jeffrey M. VerdonJeffrey M. Verdon, Esq. is an internationally-recognized advanced estate planning and asset protection attorney who has been presenting at various corporate and investor conferences such as the Money Show and Freedom Fest, as well as on investor cruises such as InvestorPlace Media, Crystal Cruises, and Oxford Club. Jeff is regularly featured at international speaking engagements and leads workshops in investing, estate planning and asset protection.


Recent Events

 

The Premium Financing Conference

May 13-16, 2016, Four Seasons Hotel, Las Vegas, NV

Conference Descritpion: The Only Traditional Premium Finance Conference by Succession Capital Alliance, hosted by Penn Mutual
Presentation by: Jeffrey M. Verdon, Esq.
Topics: “Secrets of the Filthy Rich; “Increase your Production using the HYCET & BDIT Trusts”

 


Professional Fiduciary Association

April 6, 2016, Long Beach Chapter

Presentation by: Jeffrey M. Verdon, Esq.
Topic: “Personal Asset Protection for Fiduciaries”

 


The Real Estate Guys 14th Annual Investor Summit at Sea

Feb 25-Mar 5, 2016, Celebrity Reflection, Caribbean Cruise

Conference Description: Over 30 hours of seminars, expert panels, and round table discussions on topics ranging from global economics, currency, energy, agriculture, real estate, wealth preservation, tax mitigation, and estate planning
Presentation by: Jeffrey M. Verdon, Esq.
Topic: “What Every Successful Investor Should Know About Income, Estate, and Asset Protection Planning”

 


Orange County Bar Association (OCBA) Small Firm Section

February 17, 2016, Northern Trust Company, Newport Beach, CA

Presentation by: Jeffrey M. Verdon, Esq.
Topic: "How to Asset Protect IRAs and Other Assets"

 


Orange County Bar Association (OCBA) Small Firm Section

February 18, 2016, Radisson Hotel, Newport Beach, CA

Presentation by: Jeffrey M. Verdon, Esq.
Topic: “Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner”

 


Society of Trust & Estate Practitioners (STEP) Orange County Chapter

February 17, 2016, Northern Trust Company, Newport Beach, CA

Presentation by: Jeffrey M. Verdon, Esq.
Topic: "How to Asset Protect IRAs and Other Assets"

 


Society of Trust & Estate Practitioners (STEP) Fourth Annual Institute on Tax, Estate Planning and the Economy

Jan 25-28, 2016, Fairmont Hotel, Newport Beach, CA

Conference Description: The Fourth Annual Institute, a collaboration between STEP OC and the University of California, Los Angeles (UCLA) School of Law, features many prominent, well-known faculty, outstanding and relevant curriculum and strategies for you to take back to the office and implement with your clientele. This year’s program follows on the heels of three years of incredibly successful events which met with rave reviews from attorneys, accountants and financial professionals practicing around the world.

Panel Presentation: “Asset Protection Planning Due Diligence”

 


Society of Trust & Estate Practitioners (STEP) Silicon Valley Chapter

January 21, 2016, Pillsbury Winthrop Shaw Pittman, Palo Alto, CA

Presentation by: Jeffrey M. Verdon, Esq.
Topic: Joint presentation discussing the benefits of asset protection, covering the more important due diligence criteria for vetting prospective clients, comparing and contrasting the domestic asset protection trust with the foreign asset protection trust from both a legal and practice standpoint.


Woodland Hills Tax & Estate Planning Counci

January 6, 2016 Woodland Hills Country Club

Presentation by: Jeffrey M. Verdon, Esq.
Topic: “Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner”

 


Recent Past Events

Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques Used by the Successful Investor
September 13-20, 2015, Crystal Symphony, New York to Montreal

Conference Description: This workshop will focus on certain tax and estate planning techniques popular with successful investors and business owners.

WEBSITE

 


Tax Bombs The IRS Won't Tell You and Your Family
September 13-20, 2015, Crystal Symphony, New York to Montreal

Conference Description: The IRS wants to eliminate several popular and tax efficient strategies used by successful investors and business owners. This workshop will review several important strategies to take advantage of before the laws change.

WEBSITE

 


The Inaugural Politics & Your Portfolio Cruise
September 13-20, 2015, Crystal Symphony, New York to Montreal

Conference Description: Take a cruise with financial experts and political pundits who discuss key issues affecting the economy and financial markets and offer personalized insights to help you achieve your own unique financial goals. Presentation by Jeffrey M. Verdon, Esq.

WEBSITE


FreedomFest

July 8-11, 2015, Planet Hollywood, Las Vegas, NV

Conference Description: “Can We Restore the American Dream?”

Workshop: “Tax Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner”


Cash Flow Wealth Summit
May 20-21, 2015, Virtual OnLine Financial Conference

Conference Description: The Cash Flow Wealth Summit is an opportunity to learn about true wealth building techniques and cash flow principles. Whether you are new to cash flow concepts or trying to elevate investments to a higher level, the purpose of Cash Flow Wealth Summit is to start expanding the principles and concepts that bring financial abundance.
Workshop: “Tax Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner”


Society of Trust and Estate Practitioners (STEP)
April 14, 2015, Polanco Hotel, Mexico City

Workshop: “Asset Protection Planning For Transaction Lawyers Representing Mexican Nationals”


The Real Estate Guys 13th Annual Investor Summit at Sea
March 6-14, 2015, Celebrity Reflection, Caribbean Cruise

Conference Description: Over 30 hours of seminars, expert panels, and round table discussions on topics ranging from global economics, currency, energy, agriculture, real estate, wealth preservation, tax mitigation, and estate planning.
Workshop: “Secrets of the Dirty Filthy Rich: Tax And Asset Protection Planning Techniques for the Affluent Family & Business Owner”


The Premium Financing Conference
February 22-24, 2015, Four Seasons Hotel, Las Vegas, NV

Conference Description: The Only Traditional Premium Finance Conference by Succession Capital Alliance, hosted by Penn Mutual
Workshop: “Advanced Tax Planning Techniques Using the NING and HYCET Trusts”


The World MoneyShow
February 4-7, 2015, Gaylord Palms Resort, Orlando, FL

Conference Description: Special Asset Protection Track. Join thousands of your fellow investors in Orlando for a three-day event that will have a substantial impact on your success in today’s markets. This conference is bringing together top investing experts from around the world with one goal in mind—helping you make better investing decisions in 2015.
Panel Presentation: “Total Financial Disaster – It’ll Never Happen to Me. Yeah Right”
Investor’s Master Symposium
: “Secrets of the Dirty Filthy Rich – Tax and Asset Protection Planning Techniques Used by the Successful Investor”


Society of Trust and Estate Practitioners (STEP) Fourth Annual Institute on Tax, Estate Planning and the Economy
Jan 22-24, 2015, Marriott Hotel and Spa, Newport Beach, CA

Conference Description: The Third Annual Institute, a collaboration between STEP OC and the University of California, Los Angeles (UCLA) School of Law, features many prominent, well-known faculty, outstanding and relevant curriculum and strategies for you to take back to the office and implement with your clientele. This year’s program follows on the heels of three years of incredibly successful events which met with rave reviews from attorneys, accountants and financial professionals practicing around the world.

crystal-symphony-cruise

Testimonial

"For more than 25 years, Jeffrey M. Verdon, Esq. has been presenting on comprehensive estate planning topics to public and private groups around the world. His audiences consist of affluent families and business owners including comprise high net-worth successful investors, real estate developers, business owners, CEOs and officers and directors of publicly held companies, doctors, and other professionals who are at high risk for lawsuits. Mr. Verdon also lectures regularly at local and national law firms, providing accredited CLE programs on “Asset Protection: An Overview of Offshore Planning Strategies and U.S. Tax Compliance.”

You were certainly the most exciting and imaginative estate planner whom I have ever met. I learned more about estate planning than I learned in law school, general practice and my years as a judge all put together. You are exciting as a speaker and your theories on comprehensive estate planning are important to both lawyers themselves and many of their clients.”

— Honorable Richard Neely Chief Justice Supreme Court of Appeal, West Virginia