Jeffrey Verdon, Esq. Speaking at SCCBA (also webcast) “What Every Lawyer Needs to Know About Their Own Asset Protection Planning and Strategies”

Dear Clients, Colleagues, and Friends,

We are pleased to announce that Jeffrey M. Verdon, Esq., Managing Partner of the Jeffrey M. Verdon Law Group, LLP, with over 30 years of experience in the area of comprehensive estate planning with asset protection planning, will be the luncheon speaker at the Estate Planning Section of the Santa Clara County Bar Association on August 29, 2016, 12-2pm, on the topic “What Every Lawyer Needs to Know About Their Own Asset Protection Planning and Strategies”.

Estate planning lawyers have continuing liability for their acts of negligence and those whom they supervise for up to one year following the death of their client. Moreover, the estate planning attorney can be liable to a class of plaintiffs beyond those of their immediate clients. This can expose the practitioner, and those whom they supervise, to unforeseen malpractice claims far in excess of the limits of their malpractice policies — and well into their retirement years!

What you will learn:

• proper due diligence and ethical considerations for your practice area

• a review of some of the more “effective” asset protection strategies lawyers may employ to protect themselves and their clients against unforeseen future liability claims, including but not limited to the foreign asset protection trust and the Private Retirement Trust.

Retirement PlanTM and the HYCET Trust®

This presentation is open to non-members of the SCCBA and will be simultaneously webcast. California MCLE credit for 2.0 hours, general substantive law.

For registration information, please click here.

Posted in Client Alert.