Published Articles

Jeffrey M. Verdon

Jeff Verdon has been an ongoing columnist for Kiplinger’s Wealth Creation Column since 2016. Below are several of his published articles. Read them all here.

Your Estate Could be Bankrupt Unless You Protect Against This

To be truly comprehensive, estate planning needs to be about more than passing your wealth down to your heirs. It needs to be about how to protect it while you’re still alive.


A Risk That Could Cost You Everything: The Dunning-Kruger Effect

Here’s a stunning statistic for you: A new lawsuit is filed every two seconds in the U.S. That can present a huge, unforeseen risk to many people.


Businesses Need Asset Protection, Too

Here are several ways for family-owned and privately owned companies to place assets out of reach.


 Just Because You Live in California Doesn't Mean Your Trust(s) Have To — Orange County Business Journal (April 2017)

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 AssetsNew York Times (December 2013)

The World’s Top Tax HavensForbes (March 2008)

Group International Asset Protection Trusts

Recent Decision Concerning Asset Protection Trusts

The ANDERSON Decision

Overseas Asset Protection Trusts