Jeffrey Verdon and Jerry Hesch Present at the First-Ever Traditional Premium Financing Conference
Irvine, CA - September 4th, 2009 - Attorneys Jeffrey Verdon and Jerry Hesch were invited to be guest presenters at the first-ever Traditional Premium Financing Conference, held in Las Vegas at The Hotel, August 25-27, 2009. Hosted by Succession Capital Alliance, the conference was attended by 300 advisors, including carrier executives from PacLife, AXA, and ING; as well and representatives from some of the leading legal firms in the country.
The two-day conference featured presentations by the country’s top insurance experts including Julian Movsesian, President of Succession Capital Alliance, and legal experts who reviewed the strategic use of Traditional Premium Financing as part of estate tax planning and business planning for high-net-worth clients.
Jeffrey Verdon, Managing Member of Jeffrey M. Verdon Law Group, LLP, presented on Asset and Lifestyle Protection Planning, with a focus on how insurance producers can motivate clients to take action to preserve and protect their wealth in today’s turbulent economy. Mr. Verdon reviewed cutting-edge estate tax and income tax planning strategies that have embedded life insurance and premium financing opportunities, as well as case studies showing their practical application.
Jerome M. Hesch, Special Tax Counsel at Jeffrey M. Verdon Law Group, LLP, and Adjunct Professor at University of Miami School of Law, reviewed how life insurance can be used to increase income tax benefits and estate planning savings for a Charitable Lead Annuity Trust (“CLAT”).
Jeffrey M. Verdon Law Group, LLP, a boutique estate and trusts law firm with offices in Irvine, California and Las Vegas, Nevada is nationally-recognized for providing legal and tax planning services in the areas of advanced estate planning, as well as asset and lifestyle protection strategies for high-net-worth investors. The firm, which has been serving clients nationally for over 25 years, is rated “AV” with Martindale Hubbell.
Contact:
Lisa Leslie
Ph: 949-263-1133x0
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Jeffrey M. Verdon Law Group, LLP Joins Forces with Oshins & Associates (Las Vegas, Nevada) to Create Asset Protection Powerhouse
Las Vegas, Nevada - August 4th, 2009 – On July 30th, 2009, Jeffrey M. Verdon Law Group, LLP joined the father/son team of Steve and Richard Oshins at Las Vegas-based law firm, Oshins & Associates, LLC, to create one of the largest and most experienced asset protection practices in the country.
Jeffrey M. Verdon, Managing Partner at Jeffrey M. Verdon Law Group, LLP and Of Counsel at Oshins & Associates has specialized in estate and income taxation planning, and asset and lifestyle protection planning for high-net worth clients across the United States since 1979, and is regarded as one of the country’s pre-eminent attorneys in offshore asset protection planning. Mr. Verdon will be managing the firm’s offshore asset protection cases.
“My firm has worked with Oshins for many years establishing Nevada entities for our clients. The addition of the Nevada office of the Oshins firm will now enable us to offer a full spectrum of estate planning services for all sized estates—from basic estate planning to sophisticated tax planning and asset and lifestyle protection strategies for the larger estates.” – Jeffrey Verdon
Jerome (“Jerry”) M. Hesch, former tax partner of Greenberg Traurig and tax planning consultant for lawyers nationwide, has joined Oshins & Associates and Jeffrey M. Verdon Law Group, LLP as Special Senior Tax Counsel. One of the most well-respected tax lawyers in the country, he is member of the America College of Trust and Estate Counsel (ACTEC), and is an Adjunct Professor at the University of Miami School of Law and Florida International University School of Law. Prof. Hesch will be focused on developing creative solutions to the vexing tax problems that we expect under the Obama administration and its proposed changes in tax policies.
Oshins & Associates, LLC a boutique trusts and estates and asset protection law firm with eight estate planning and tax attorneys headed by Steve and Richard Oshins is known for their work in domestic asset protection, particularly Nevada Asset Protection Trusts. Steve Oshins, who has been named one of the Top 100 Attorneys in Worth, has been integral in getting some of the most valuable trust and creditor protection laws passed in Nevada, including one of the country’s first domestic asset protection trust laws.
“Joining forces with experts who specialize in offshore asset protection planning helps us broaden our offerings to out-of-state clients, and we are honored to be working with the arguably the country’s most reputable names in this specialist area.” – Steve Oshins
This new association makes the firm one of the largest and most experienced domestic and offshore asset protection practices in the country.
Contact:
Lisa Leslie
Ph: 949-263-1133x0
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Announcing New Association with Oshins and Associates, LLC in Nevada
Irvine, CA - July 30th, 2009 - We are very pleased to announce our expansion into Las Vegas, Nevada through a new association with well-known Las Vegas, Nevada based law firm Oshins and Associates, LLC.
About Oshins and Associates…
Oshins and Associates is a boutique trusts and estates and asset protection law firm with a national reputation and clientele. The firm includes eight estate planning and tax attorneys, headed by Steve Oshins. Steve is well known across the country for his work in domestic asset protection and has been integral in getting some of the most valuable trust and creditor protection laws passed in Nevada, including one of the country’s first domestic asset protection trust laws, as well as several bills that have improved limited partnerships both for asset protection and estate tax planning.
NOTABLE LAWS AUTHORED BY STEVE OSHINS
2001 - Nevada Charging Order Exclusive Remedy for LLCs and LPs
2003 - Nevada Charging Order Exclusive Remedy for LLCs and LPs
(rewrite to remove foreclosure remedy)
2005 - Nevada 365-Year Rule Against Perpetuities
2009 - Nevada Restricted LLC and Restricted LP
Steve’s estate planning and asset protection articles have been published in Estate Planning, Trusts & Estates, Probate & Property, Journal of Financial Service Professionals, The Monthly Digest of Tax Articles, CCH Estate Planning Review, Asset Protection Journal, Tax Management Estates, and Gifts and Trusts Journal; and Steve has been featured/quoted in media publications such as The Wall Street Journal, Forbes, Financial Times, Kiplinger’s, and Lawyer’s Weekly USA. For more information about Oshins and Associates, LLC, please visit: www.oshins.com.
Benefits for Our Valued Clients…
We have worked with the Oshins firm for many years establishing our Nevada entities, and have enjoyed watching them build their practice into one of the most widely-respected estate planning, tax and asset protection firms in the country. The combination of the two firms—each with its unique practice specialties—allows for a broader range of services in the areas of estates and trusts, and domestic and foreign asset protection planning. With the addition of the Nevada office of the Oshins firm, we will now be able to offer a full spectrum of estate planning services, from basic estate planning (including wills and trust and probate administration) to the more sophisticated tax planning and asset and lifestyle protection strategies for all sized estates. The new association will result in the firm being the largest and most experienced asset protection practice in the country.
Transition Logistics…
Beginning in July of this year, Jeffrey Verdon will be joining the firm as “Of Counsel” and will be splitting his time between our Irvine office and Oshins’ Las Vegas office. Scott Flaherty, the firm’s senior associate, will also be spending time between the two offices, with most of his time spent in Irvine. Moving forward, our national clients will have the option of seleciting meeting locations in either the Irvine or Las Vegas offices.
We hope you share our excitement for these new developments with the firm and trust you will find this transition seamless. As always, we are most grateful for the opportunity to serve as your estate, tax and asset protection law firm attorney over the years and look forward to continuing to provide you and your family exceptional service for many years to come.
Contact:
Lisa Leslie
Ph: 949-263-1133x0
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Announcing Addition of New Tax Counsel, Professor Jerome "Jerry" M. Hesh, Esq.
Irvine, CA - July 30th, 2009 - We are pleased to announce the addition of Professor Jerry Hesch to the firm as Special Senior Tax Counsel.
Prof. Hesch, former tax partner with the National law firm of Greenberg Traurig (Miami, Florida office), is an Adjunct Professor at the University of Miami School of Law, Graduate Programs in Estate Planning and Taxation, and Florida International University School of Law. An accomplished author, he has published numerous taxation articles, Taxation Management portfolios, and books, including a law school casebook on Federal income taxation.
Working in conjunction with the attorneys at Jeffrey M. Verdon Law Group, LLP and Oshins & Associates, LLC, Prof. Hesch will be focused on developing creative solutions to the vexing tax problems that we expect under the Obama administration and its proposed changes in tax policies.
For more information about Professor Hesch, please visit: www.jhesch.com.
Contact:
Lisa Leslie
Ph: 949-263-1133x0
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