Skip to content
JMV Law has merged with Falcon Rappaport and Berkman LLP
Exemption Calculator
  • Practice Areas
    • Overview
    • Comprehensive Estate Planning
      • The HYCET Trust™
      • HUWTUW™
      • The H.E.L.P. Trust™
      • Heir Estate Education Program
      • Preferred Partnership Freeze (PPF)
      • Premium Financed Life Insurance
    • Asset Protection
      • Asset Protection Trusts
      • Private Retirement Plan™
      • IRA Rescue Plan
      • Protecting the Equity in Your Residence
    • Income Tax Planning
      • Section 453 Installment Sale and the Non Grantor Trust
    • Protecting Business Assets
    • Estate Planning for Women Only
    • Expert Witness Credentials
  • About
    • The Firm
    • About Us
    • Case Studies
    • Concierge Service
  • Client Alerts
  • Resources
    • Updates
    • Lawsuit Exposure Test
    • Exemption Calculator
    • Strategic Client Alliance Program
  • Media Center
    • Speaking Engagements
    • Presentation Topics
    • Published Articles
    • Audio Interviews
    • Print Media
  • Videos
    • News for You
    • Estate Planning and Asset Protection Toolbox
    • The Fusion of Planning and Protection
    • Comprehensive Estate Planning
    • Asset Protection Videos
  • Contact
  • Menu

Authored Articles

Asset Rich, but Cash Poor?
– Orange County Business Journal (04/27/2015)

But I Thought My Assets and Legacy Were Protected
– Orange County Business Journal (03/16/2015)

Estate Planning in 2013 and Beyond

How to Get The Most Out of the Estate Tax Exemption

Should You Convert to a Roth IRA?

The Simplified IRA Distribution Rules

Jeffrey M. Verdon Law Group, LLP • 1201 Dove Street, Suite 400 • Newport Beach, CA 92660 • 949-333-8152
Redwood City Office - 303 Twin Dolphin Drive, 6th Floor • Redwood City, CA 94065

©2022 Jeffrey M. Verdon Law Group, LLP

These materials have been prepared by Jeffrey M. Verdon Law Group, LLP, for informational purposes only and are not legal advice. Transmission of the information is not intended to create, and receipt does not constitute, an attorney-client relationship. Internet subscribers and online readers should not act upon this information without seeking professional counsel. The information contained in this web site is provided only as general information which may or may not reflect the most current legal developments. This information is not provided in the course of an attorney-client relationship and is not intended to constitute legal advice or to substitute for obtaining legal advice from an attorney licensed in your state.

PRIVACY POLICY | DISCLAIMER