Jeffrey M. Verdon, JD, LLM

Dana and Associates LLC announces the formation of the Dana and Associates LLC in association with the Newport Beach, CA based law firm JEFFREY M. VERDON LAW GROUP, LLP.

Our strategic alliance with the VERDON firm provides an opportunity for Dana and Associates to offer comprehensive estate planning, and asset and lifestyle protection strategies for our more affluent families and successful business owners as solutions to the more complex tax and asset protection cases. This arrangement allows Dana and Associates LLC to draw upon the talents and experience of the attorneys at JEFFREY M. VERDON LAW GROUP, LLP.

Jeffrey M. Verdon is Managing Partner of Jeffrey M. Verdon Law Group, LLP, in Newport Beach, CA. 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.

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.

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.

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 ship and at top investment conferences internationally.

Professional Appointments and Achievements

Biographical Profile:

  • Born in Miami, Florida, July 24, 1954; admitted to California Bar, 1978
  • Education: Woodland University, Van Nuys, CA (B.S.L. 1974; J.D. 1977); Boston University (LL.M., Taxation 1979)

Instructor:

  • Business Law, Brooks College, 1977-1978
  • Fellow and Senator, Isle of Man-based Offshore Institute
  • CEB “Asset Protection Planning,” panelist 1995-1996

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