We are the go-to firm that attorneys who don’t practice in the areas of estate planning and trusts refer their most coveted clients.
Protecting an inheritance is serious business, and while most estate planning lawyers focus on what will be left when a client passes on, we worry about airtight estate plans and protecting our clients against financially devastating lawsuits that can rip their legacy to shreds.
Our clients depend on us to help them with many problems, life choices, and decisions—and it is our pleasure to assist our clients with extended personal services.
The sensitive needs of high-net-worth individuals, entrepreneurs, and businesspeople are at the heart of our client concierge program. We are there with our clients every step of the way and stay the course no matter the weather.
Why People Avoid Asset Protection Planning
The Law of Diffusion of Innovations
When we learn about something new and visionary, how do we approach adopting important new information, change, or technology? Are you part of the Early Majority? The Late Majority? Or are you a Laggard?
In this quick overview, Jeffrey M. Verdon helps us understand more about our own personal style in decision making and how we can best use this knowledge to protect our families.
Jeffrey M. Verdon, Esq.
Managing Partner of Jeffrey M. Verdon Law Group, 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.
Expertise in Financial Planning, Corporate Taxation, Income Tax Planning, general business planning, and estates and trust planning. He earned his Masters of Laws (LL.M.) in Business and Finance with a concentration in Taxation Law from George Washington University Law School, in Washington D.C.
Arthur L. Jones, III, ESQ.
As a tax attorney in Jeffrey M. Verdon Law Group, LLP’s Newport Beach office, Arthur focuses his practice on taxation and comprehensive estate planning for individuals, including offshore and international finance and tax planning.
Craig S. Redler
Held positions with Amicorp in its offices in Auckland, New Zealand and Miami, Florida, and with Southpac Trust International, Inc. with offices in the Cook Islands and Tauranga, New Zealand. Responsibilities included serving as Trustee for off-shore trusts settled by high net-worth clients along with structuring bank accounts throughout various countries in Europe and Asia.