1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Jeffrey M. Verdon Law Group, LLP
Jeffrey M. Verdon, Esq. is the managing partner of the Jeffrey M. Verdon Law Group, LLP, a Trusts & Estates boutique law firm located in Newport Beach, Calif. With more than 30 years of experience in designing and implementing comprehensive estate planning and asset protection structures, the law firm serves affluent families and successful business owners in solving their most complex and vexing estate tax, income tax, and asset protection goals and objectives.
From foreign asset protection trusts to a preferred partnership freeze and bankruptcy planning, there are several options to ensure your long-term financial health in these trying times.
See More From: Building Wealth
The unique financial climate ushered in by the coronavirus offers well-off investors the chance to implement a little-known estate-planning strategy called the Preferred Partnership Freeze.
The serious health and economic crises families everywhere are facing right now have left them with many questions. Take a look at answers to a couple of questions that could give you ideas about your own plans.
Quality of life, health care and the freedom to spend unlimited time in Europe are a few reasons why people are looking into citizenship programs in Malta, Cyprus and Portugal.
Once an irrevocable trust is set up with the best of intentions for your children, it's set in stone, and you're out of luck if circumstances change ... or are you? In some cases, you may be able to undo, or "decant," the trust.
You don’t know what you don't know. (And once you realize what you didn't know, well, it may be too late.)
Whether you’re a successful business owner, a family of wealth or just average, middle-class folks, if you haven’t prepared for the possibility of lawsuits — baseless or not — your legacy could be on the line.
If you have assets you want to protect from lawsuits, you might want to try something other than a DAPT in the wake of a recent court ruling. A foreign asset protection trust will be safer, instead.
The 10-year time limit is expiring for a raft of foreign asset trusts, and those who hold them could benefit in several ways now by redomiciling them to the United States.
The dust is still settling, but here are the first impressions of our nation's new tax structure. Some of the changes will mean opportunities for those with a plan in place.
Here are several ways for family-owned and privately owned companies to place assets out of reach.
The secret to a secure retirement starts long before you actually retire. Here are three areas where successful retirees excel.
The actor was living a $2 million-a-month life of luxury, but then a fallout with his manager led to an eye-popping lawsuit and countersuit.
A court decision opened the way for claims stemming from divorce. Nevada may now be a better jurisdiction for asset protection.