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Our client faced a $75 million debt collection lawsuit and Jeffrey Verdon’s estate planning design helped settle the claim for $5 million.

— William Lobel, Esq. Newport Beach, CA

Determine whether Advanced Asset Protection and Privacy is right for you

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Complete the form below by checking boxes that apply to you. Your total will be added up automatically at the bottom of the form. NOTE: This test is intended for your information only. It will not be used by JMV Law Group for any reason.

Check List
- Assets titled in individual name (10)
- Business owner / self employed (15)
- Cash and Marketable Securities in excess of $500,000 (15)
- Autos driven by adult children or parents where title to vehicle remains in your name (25)
- Own rental real estate not owned in a limited liability entity, e.g., LLC, LP (25)
- Professional: e.g. doctor, attorney, CPA, etc. (20)
- Director/officer of a publicly held company (25)
- Employ more than 10 employees (6)
- Real Estate Investor / Developer (6)
- Professional, Developer, Business Owner (10)
- Own/rent/lease capital equipment (20)
- Personally guaranteed loans (20)
- Under age 18 drivers in household/domestic staff drive your vehicles (25)
- Boat, plane or recreational vehicle titled in individual names (25)
- Operate a motor vehicle with under $1M of umbrella liability policy(20)
- Married more than twice (10)
- CA Employer (25)
- Own rental real estate with a pool/spa (20)
Total
Lawsuit Exposure Key
- 01 - 10 = Average Risk
- 11 - 29 = Above Average Risk
- 30 - 50 = High Risk
- Over 50 = Extreme Risk

Call or Email Us for a Consultation
Want to know more about protecting your assets and insuring your financial security?
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Email*
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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.

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