Jeffrey M. Verdon, Esq. is an internationally-recognized advanced estate planning, risk management and risk mitigation attorney who has been presenting at various corporate and investor conferences such as the Money Show and Freedom Fest, as well as on investor cruises such as InvestorPlace Media, Crystal Cruises, and Oxford Club. Jeff is regularly featured at international speaking engagements and leads workshops in investing, estate planning and risk management.
2023 Presentations
Conferences
8th Annual Real Estate Family Office & Private Wealth Management Forum (West)
June 1st, 2023 - (Dana Point, CA)
19th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing
January 19th, 2023 - (Laguna Beach, CA)
2022 Presentations
Conferences
7th Annual Real Estate Family Office & Private Wealth Forum (East)
October 18th, 2022 - (Miami, FL)
7th Annual Real Estate Family Office & Private Wealth Forum (West)
June 8th, 2022 - (Dana Point, CA)
2020 Presentations
Conferences
5th Annual West Institutional Real Estate Investor Forum
March 18, 2020 - (San Francisco, CA)
Protect & Preserve Your Wealth
March 12, 2020 - (San Diego, CA)
March 24 - 26, 2020 - (Red Wood City, CA)
Cruises
The Global Financial Summit Gods & Empires Cruise
September 20 - 27, 2020 - (Athens to Rome)
2019 Presentations
Conferences
Real Estate Family Office & Private Wealth Forum West
April 29 - 30, 2019 - (Dana Point, CA)
Southpac Offshore Planning Institute Conference
May 1 - 3, 2019 - (Four Seasons Resort - Nevis)
Lunch and Learns
New York Life
April 18, 2019 - (Los Angeles, CA)
Secrets of the Ultra Rich
February 19, 2019 - Marcum, LLP (Costa Mesa, CA)
Secrets of the Ultra Rich
January 24, 2019 - Campbell Green Law, LLP (Oakland, CA)
2018 Presentations
Lunch and Learns
Secrets of the Ultra Rich
November 13, 2018 - Guardian Strategic Wealth Designs (Newport Beach, CA)
Tools of Asset Protection Planning for Real Estate Lawyers and Their Clients
September 26, 2018 - Banyard Inn of Court (Costa Mesa, CA)
Secrets of the Super Wealthy
September 19, 2018 - Collins Mason and Co., LLP (Oakland, CA)
Secrets of the Ultra Rich
August 16, 2018 - Guardian Strategic Wealth Designs (Newport Beach, CA)
Tools of Asset Protection Planning for Real Estate Lawyers and Their Clients
May 22, 2018 - Orange County Bar Association, Taxation Section (Newport Beach, CA)
Tools of Asset Protection Planning
April 11, 2018 - ProVisor’s Long Beach Airport Affinity Group (Long Beach, CA)
Secrets of the Uber Rich
April 3, 2018 - Entrepreneurs Organization Forum (Newport Beach, CA)
Secrets of the Ultra Wealthy
January 23, 2018 - COI (Newport Beach, CA)
Past Events
The MoneyShow San Francisco
August 24-26, 2017, Marriott Hotel, San Francisco, CA
Conference Description: Join hundreds of the world’s best analysts and stock pickers and identify the most promising opportunities in the markets today, as well as examine the catalysts that could propel the market and top-performing stocks higher. You’ll learn the best strategies for stock picking, capital preservation, and asset allocation from the best minds in the industry.
Presentation by: Jeffrey M. Verdon, Esq.
Topics: “Estate Planning for Women Only”; “The Secrets of the Filthy Rich”
CalCPAs Estate and Trust Group
August 17, 2017, San Jose, CA
Presentation by: Jeffrey M. Verdon, Esq.
Topics: “Secrets of the Ultra Rich: Planning Strategies Your Clients Will Be Asking For”
Offshore Planning Institute Conference
May 31 – June 1, 2017, Four Seasons Hotel, Las Vegas, NV
Conference Description: The Southpac Trust Offshore Planning Institute Conference 2017 will equip attendees with the information necessary to succeed in the evolving financial marketplace.
Presentation by: Jeffrey M. Verdon, Esq.
Topics: “Current Trends and Strategies Shaping the Industry; Asset Protection Due Diligence: “What Lawyers Must do to Protect Themselves”
Peak Trust Company
May 2, 2017, Webinar
Presentation by: Jeffrey M. Verdon, Esq., Julian Movsesian
Topics: “Secrets of the Ultra Wealthy”
Orange County Bar Association: Tax Section
March 9, 2017, Newport Beach, CA
Presentation by: Jeffrey M. Verdon, Esq.
Topics: “Asset Protection Strategies for Lawyers and Their Valued Clients”
The Premium Financing Conference
May 13-16, 2016, Four Seasons Hotel, Las Vegas, NV
Conference Description: The Only Traditional Premium Finance Conference by Succession Capital Alliance, hosted by Penn Mutual
Presentation by: Jeffrey M. Verdon, Esq.
Topics: “Secrets of the Filthy Rich; “Increase your Production using the HYCET & BDIT Trusts”
Professional Fiduciary Association
April 6, 2016, Long Beach Chapter
Presentation by: Jeffrey M. Verdon, Esq.
Topic: “Personal Asset Protection for Fiduciaries”
The Real Estate Guys 14th Annual Investor Summit at Sea
Feb 25-Mar 5, 2016, Celebrity Reflection, Caribbean Cruise
Conference Description: Over 30 hours of seminars, expert panels, and round table discussions on topics ranging from global economics, currency, energy, agriculture, real estate, wealth preservation, tax mitigation, and estate planning
Presentation by: Jeffrey M. Verdon, Esq.
Topic: “What Every Successful Investor Should Know About Income, Estate, and Asset Protection Planning”
Orange County Bar Association (OCBA) Small Firm Section
February 17, 2016, Northern Trust Company, Newport Beach, CA
Presentation by: Jeffrey M. Verdon, Esq.
Topic: "How to Asset Protect IRAs and Other Assets"
Orange County Bar Association (OCBA) Small Firm Section
February 18, 2016, Radisson Hotel, Newport Beach, CA
Presentation by: Jeffrey M. Verdon, Esq.
Topic: “Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner”
Society of Trust & Estate Practitioners (STEP) Orange County Chapter
February 17, 2016, Northern Trust Company, Newport Beach, CA
Presentation by: Jeffrey M. Verdon, Esq.
Topic: "How to Asset Protect IRAs and Other Assets"
Society of Trust & Estate Practitioners (STEP) Fourth Annual Institute on Tax, Estate Planning and the Economy
Jan 25-28, 2016, Fairmont Hotel, Newport Beach, CA
Conference Description: The Fourth Annual Institute, a collaboration between STEP OC and the University of California, Los Angeles (UCLA) School of Law, features many prominent, well-known faculty, outstanding and relevant curriculum and strategies for you to take back to the office and implement with your clientele. This year’s program follows on the heels of three years of incredibly successful events which met with rave reviews from attorneys, accountants and financial professionals practicing around the world.
Panel Presentation: “Asset Protection Planning Due Diligence”
Society of Trust & Estate Practitioners (STEP) Silicon Valley Chapter
January 21, 2016, Pillsbury Winthrop Shaw Pittman, Palo Alto, CA
Presentation by: Jeffrey M. Verdon, Esq.
Topic: Joint presentation discussing the benefits of asset protection, covering the more important due diligence criteria for vetting prospective clients, comparing and contrasting the domestic asset protection trust with the foreign asset protection trust from both a legal and practice standpoint.
Woodland Hills Tax & Estate Planning Council
January 6, 2016 Woodland Hills Country Club
Presentation by: Jeffrey M. Verdon, Esq.
Topic: “Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner”
Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques Used by the Successful Investor
September 13-20, 2015, Crystal Symphony, New York to Montreal
Conference Description: This workshop will focus on certain tax and estate planning techniques popular with successful investors and business owners.
WEBSITE
Tax Bombs The IRS Won't Tell You and Your Family
September 13-20, 2015, Crystal Symphony, New York to Montreal
Conference Description: The IRS wants to eliminate several popular and tax efficient strategies used by successful investors and business owners. This workshop will review several important strategies to take advantage of before the laws change.
WEBSITE
The Inaugural Politics & Your Portfolio Cruise
September 13-20, 2015, Crystal Symphony, New York to Montreal
Conference Description: Take a cruise with financial experts and political pundits who discuss key issues affecting the economy and financial markets and offer personalized insights to help you achieve your own unique financial goals. Presentation by Jeffrey M. Verdon, Esq.
WEBSITE
FreedomFest
July 8-11, 2015, Planet Hollywood, Las Vegas, NV
Conference Description: “Can We Restore the American Dream?”
Workshop: “Tax Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner”
Cash Flow Wealth Summit
May 20-21, 2015, Virtual OnLine Financial Conference
Conference Description: The Cash Flow Wealth Summit is an opportunity to learn about true wealth building techniques and cash flow principles. Whether you are new to cash flow concepts or trying to elevate investments to a higher level, the purpose of Cash Flow Wealth Summit is to start expanding the principles and concepts that bring financial abundance.
Workshop: “Tax Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner”
Society of Trust and Estate Practitioners (STEP)
April 14, 2015, Polanco Hotel, Mexico City
Workshop: “Asset Protection Planning For Transaction Lawyers Representing Mexican Nationals”
The Real Estate Guys 13th Annual Investor Summit at Sea
March 6-14, 2015, Celebrity Reflection, Caribbean Cruise
Conference Description: Over 30 hours of seminars, expert panels, and round table discussions on topics ranging from global economics, currency, energy, agriculture, real estate, wealth preservation, tax mitigation, and estate planning.
Workshop: “Secrets of the Dirty Filthy Rich: Tax And Asset Protection Planning Techniques for the Affluent Family & Business Owner”
The Premium Financing Conference
February 22-24, 2015, Four Seasons Hotel, Las Vegas, NV
Conference Description: The Only Traditional Premium Finance Conference by Succession Capital Alliance, hosted by Penn Mutual
Workshop: “Advanced Tax Planning Techniques Using the NING and HYCET Trusts”
The World MoneyShow
February 4-7, 2015, Gaylord Palms Resort, Orlando, FL
Conference Description: Special Asset Protection Track. Join thousands of your fellow investors in Orlando for a three-day event that will have a substantial impact on your success in today’s markets. This conference is bringing together top investing experts from around the world with one goal in mind—helping you make better investing decisions in 2015.
Panel Presentation: “Total Financial Disaster – It’ll Never Happen to Me. Yeah Right”
Investor’s Master Symposium: “Secrets of the Dirty Filthy Rich – Tax and Asset Protection Planning Techniques Used by the Successful Investor”
Society of Trust and Estate Practitioners (STEP) Fourth Annual Institute on Tax, Estate Planning and the Economy
Jan 22-24, 2015, Marriott Hotel and Spa, Newport Beach, CA
Conference Description: The Third Annual Institute, a collaboration between STEP OC and the University of California, Los Angeles (UCLA) School of Law, features many prominent, well-known faculty, outstanding and relevant curriculum and strategies for you to take back to the office and implement with your clientele. This year’s program follows on the heels of three years of incredibly successful events which met with rave reviews from attorneys, accountants and financial professionals practicing around the world.
Testimonials
"For more than 25 years, Jeffrey M. Verdon, Esq. has been presenting on comprehensive estate planning topics to public and private groups around the world. His audiences consist of affluent families and business owners including comprise high net-worth successful investors, real estate developers, business owners, CEOs and officers and directors of publicly held companies, doctors, and other professionals who are at high risk for lawsuits.
"Mr. Verdon also lectures regularly at local and national law firms, providing accredited CLE programs on Asset Protection: An Overview of Offshore Planning Strategies and U.S. Tax Compliance.
"You were certainly the most exciting and imaginative estate planner whom I have ever met. I learned more about estate planning than I learned in law school, general practice and my years as a judge all put together.
"You are exciting as a speaker and your theories on comprehensive estate planning are important to both lawyers themselves and many of their clients.”
— Honorable Richard Neely, Chief Justice Supreme Court of Appeal, West Virginia
Comprehensive estate planning is about protecting the family legacy from both unnecessary death taxes and from future lawsuit predators and creditors. The latter part is rarely done by most estate and trust lawyers. Recently, Jeff was invited to speak the San Francisco Estate and Succession Planning Group and has presented before numerous Provisors groups on this subject matter.
Stephen Lovell, the program chairman, was kind enough to share his reaction following Jeff’s: “Jeff’s presentation replaced fear with conviction. He outlined the various ways investors could and should protect their assets. His strength as a speaker stood out in the Q&A session, where he spoke with authority and clarity.”
— Stephen Lovell, Program Chair of the San Francisco Estate & Succession Planning ProVisors Group