Want to learn how top investors in California keep and increase their wealth? 

Tune into the California Wealth Warriors Podcast with host Ray Olmo and asset protection maestro Jeffrey Verdon. They’re ready to share key strategies and resources for managing wealth in California. This episode is perfect for anyone in California looking to safeguard their money and grow it wisely.

Key Highlights:

• Asset Protection Odyssey: Discover Ray and Jeff’s journey in asset protection, highlighting their dedicated mission to secure Californian assets
  
• The Role of Private Retirement Plans: Dive into how California’s Private Retirement Plans play a vital part in asset protection, and understand their limitations
  
• The Evolution of Asset Protection: Trace the historical development of asset protection and its ethical application in modern estate planning.
  
• Advanced Strategies in California: Dive into the complexities of Californian asset protection, discussing the importance of early planning and legal compliance
  
• Asset Protection Trusts Explained: Learn the differences between domestic and foreign trusts and how they can strategically secure your retirement funds
  
• A Spectrum of Asset Protection Tactics: Analyze key strategies like California PRPs, Domestic Trusts, Offshore Planning, and using Lifetime Exemptions for estate planning
  
• Essential Advice for Californians: Gain insights from Jeff on the critical role of asset protection in your financial strategy, including a unique “lawsuit exposure and stress test”
  
• And much more!
  

Connect with Ray Olmo: 

• LinkedIn: Ray Olmo
  
• LinkedIn: TRUST-CFO
  
• Company Site: TRUST-CFO
  
• Facebook: TRUST-CFO
  
• Twitter: TRUST-CFO
  
• YouTube: TRUST-CFO
  

Connect with Jeffrey Verdon: 

• LinkedIn: Jeffrey Verdon
  
• Website: JMVLaw.com
  

About Jeffrey Verdon:

Jeffrey Verdon is a Partner of Falcon Rappaport & Berkman LLP, formerly the Managing Partner of the Jeffrey M. Verdon Law Group, LLP. He has been practicing law in the areas of taxation and comprehensive estate planning since receiving his Masters of Law (LL.M. Taxation) from Boston University in 1979.

Mr. Verdon was named by Goldline Research as one of the “Top 10 Most Dependable Lawyers of California for 2008.” He specializes in estate, trust and income tax planning, and asset and lifestyle protection planning for high-net worth clients across the United States.

Mr. Verdon was a Fellow and Senator of the distinguished Isle of Man-basedOffshore Institute, a professional body that is dedicated to the education and training of competent practitioners in offshore and international finance and tax planning, and to improving the professional standards of those who dispense professional advice in this field. He is also one of the founding members of one of the earliest and most distinguished publications on comprehensive estate planning, Jacob’s Report on Asset Protection Strategies.

In addition to his practice, Mr. Verdon is a highly sought-after speaker in the areas of taxation and estate planning. He regularly lectures aboard luxury cruise ships, and at top Investment Conferences Internationally.