The Firm

When the many attorneys who do not focus on estate planning and asset protection are asked to recommend a recognized authority in those fields, for clients of significant means, they recommend the experienced Newport Beach lawyer whose reputation precedes him:

Jeffrey M. Verdon

Jeffrey M. Verdon is Partner and Chair of Asset Protection at Falcon Rappaport & Berkman LLP. He has practiced taxation and comprehensive estate planning law with asset and lifestyle protection planning, while calculating and managing the potential risks to the benefit of the affluent family and business clients, since 1978.

He is a frequent instructor and lecturer on those and other topics directly related to estate preparation and administration for a sophisticated audience. Those subjects include offshore planning, conventional domestic estate planning and international estate planning.

A complete list of Jeffrey M. Verdon's career accomplishments can be found on his biography page.

The firm welcomes contact from prospective clients in Orange County and throughout Southern California.

Our Redwood City law offices serve the Silicon Valley region.

Initial consultations may be arranged by phone or an email message from this website.

“For a truly powerful and integrated plan, Jeff Verdon is the rare attorney who can properly execute advanced asset protection strategies. He works with our high net worth clients to maximize their protection after their Private Retirement funding is exhausted.”
— Raymond Olmo, CEO & Founding Partner, Trust-CFO

“I have had the opportunity to work with Jeff Verdon and his legal practice with several  clients. It is important we have a legal team that listens to our client needs and they are treated with the highest regard. I have always felt as if our clients are the only people his team is working with. Our clients are expecting efficient and complete work and The Verdon Law Group never disappoints.”
— Scott Coles, President WMBC Financial, Irvine CA

Client Testimonials

“Our client faced a $75 million debt collection lawsuit and Jeffrey Verdon’s estate planning design helped me settle the claim for $5 million. Our client is incredibly relieved and thrilled with the result.”
— William Lobel, Esq., Newport Beach, California

"I have known Jeffrey for almost thirty years and, because I am a litigator and not an estate lawyer, I always refer my clients to Jeffrey for estate and asset protection work. Much of my faith in Jeffrey comes from the fact that he is very careful. Although the tax code is riddled with special interest provisions, the last thing a person wants to do is play fast and loose with the IRS. Jeffrey dots every "i" and crosses every "t". Although he saves his clients millions of dollars, every one of his plans will withstand a careful IRS audit.”
— Richard Neely, Former Chief Justice, West Virginia Supreme Court of Appeals

"From the onset, Jeffrey took the time to get to know our family, learn about our values and goals, and recommended those strategies that made sense for us. He is innovative and creative and even steered us through the first IRS approved Super Freeze estate plan, a strategy that quickly became commonly used by planners around the country. For nearly a quarter of a century he has been part of our team of advisors to help grow our investments protect our assets from lawsuits in a manner that reflected our family’s values. As our businesses grew in complexity, Jeffrey adapted our planning accordingly, and through his extensive list of professionals, always connected us with the most qualified experts nationally when such was necessary."
— Dr. Nicholas A. Cummings, Board Chair, the Cummings Foundations, and former President, the American Psychological Association