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Jeffrey M. Verdon Law Group

At the Jeffrey M. Verdon Law Group, LLP, we believe in helping our clients make sense out of the complex tax code and wealth transfer opportunities available to the well informed. Our boutique Trust & Estates law firm, located in Newport Beach, California, serves modest estates up to the more affluent families and business owners with estates of $10M to $500M. Managing one’s investments in the most tax efficient manner will allow the gains to grow larger than a similar portfolio with little or no tax efficiency. We believe that our clients should pay no more taxes than legally required, as we believe that our clients are in a far better position than a government bureaucrat to determine how their family wealth should be deployed. Through our Comprehensive Estate Planning platform, we optimize income and estate tax deferral opportunities found in the Tax Code and approved by the IRS in its private and public rulings, while placing effective “firewalls” around the assets to protect against future unforeseen lawsuits. With over 30 years of experience, we have established relationships with some of the “best in breed” strategic advisors and experts in diverse fields who can further assist in designing and implementing the ideal strategy for our clients. Upon request, we will match our clients with the right strategic advisor to meet their needs. Finally, with our unique approach to “fixed fee” billing, our clients will always know the cost of services before committing to engage the law firm.