The Charitable Remainder Trust

The Charitable Remainder Trust

Dear Clients, Colleagues, and Friends, In 1995, Bill and Sandy met with me to discuss what to do with a real estate investment that had appreciated significantly. The investment represented a meaningful portion of their net worth and they felt the time was right to sell it, but they didn’t need a large infusion of cash, and didn’t want to pay the tax (in 1995, the capital gain rate was […]

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Keeping "the wolves" at bay

The Wolf at the Door

Dear Clients, Colleagues, and Friends, As we approach the “next normal” and begin to plan re-entry into a more traditional work and lifestyle with more social interaction, there are many aspects of business and personal lives that need to be planned and reconsidered. It’s difficult – if not impossible – to determine the long-term effects of the coronavirus lockdown on our economy, and we’re all feeling a loss of control […]

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Preferred Partnership Freeze (PPF)

Got Lemons?

Make a Lemonade Stand with a Twist Dear Clients, Colleagues, and Friends,   The economic conditions accompanying the COVID-19 pandemic have created many avenues of change. Out of the decreasing valuation of closely held businesses, investment portfolios and real estate, comes an opportunity that only exists once in a generation. To that end, we introduce you to the Preferred Partnership Freeze (PPF). The assets you expect to appreciate in the long […]

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Support Our Local Restaurants Need Your Help

Our Local Restaurants Need Our Help!

Support Local Restaurants Dear Clients, Colleagues, and Friends,   If you are like me, there are so many great restaurants to choose from in our area we take their existence for granted.  Well we shouldn’t and this Client Alert is asking you to do your part to help out. During the COVID-19 virus crisis we are home bound and still need to eat.  Many of the restaurants have closed or scaled […]

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Preferred Partnership Freeze

Making Lemonade out of Lemons

Dear Clients, Colleagues, and Friends, During the past few weeks, concerns over the coronavirus has spread into our consciousness, our communities, our families, and our clients. I want you to know that I am here for you to help in any way I can. Your health, well-being, and peace of mind are what matter most to me. While today’s environment is something none of us has ever lived through, my […]

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Protecting Your Family During These Challenging Times

One Step Ahead of the Curve

Protecting Your Family During These Challenging Times Dear Clients, Colleagues, and Friends, The Jeffrey M. Verdon Law Group is taking the COVID-19 pandemic quite seriously. To that end we will be available to respond to any and all of your concerns regarding your estate planning and risk mitigation needs. Some of our clients have been calling with questions about how to best protect their estates and assets while preparing for […]

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CA Consumer Privacy Act affects

CCPA: Are you Affected by this new Consumer Privacy Act?

Dear Clients, Colleagues, and Friends, On January 1, 2020, the California Consumer Privacy Act (‘CCPA’) came into force. The CCPA will have a significant impact on businesses with even a light Californian footprint, and not just in terms of their compliance and regulatory burdens: there could be serious consequences for individual business owners and officers whose companies breach the CCPA. Those who may be affected should assess their current asset […]

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Last Week to Book – Financial & Historical Gods & Empires Cruise

Gods and Empires  Crystal Symphony Cruise September 20-27, 2020 Dear Friends, Colleagues, and Clients, Over the years, Mark Skousen, economist financial advisor and university professor, and I have had the pleasure of taking groups to Australia, Asia, the Baltics, South America, the British Isles, and the Mediterranean. Each trip has been a wonderful experience exploring the ports with our attendees and learning along the way. We’ve made many lifelong friendships. My […]

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Global financial summit

Book by March 1 – Financial & Historical Gods & Empires Cruise

Gods and Empires  Crystal Symphony Cruise September 20-27, 2020 Dear Friends, Colleagues, and Clients, Our upcoming Crystal Symphony cruise, sailing from September 20th – 27th, and exploring Athens and Rome, is almost completely booked. While the cabins allotted for the conference are selling fast, the rest of the cabins are sold out. The good news is there are still 24 cabins allocated for our conference group, but they must be filled […]

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In Memory of an Estate Planning and Asset Protection Icon: Jeffrey Matsen

Dear Friends, Colleagues, and Clients, It is with great sadness we announce the passing of estate & trust and asset protection attorney and icon, Jeffrey Matsen.  Jeff was a friend and colleague for more than 25 years, and mentor and teacher to many budding lawyers wanting to specialize in this unique field of law. Jeff was a loving husband, father and grandfather and leaves an undeniable legacy for his family as well as contributions to the legal profession as a recognized leader in […]

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