Legal Aid Society of Orange County presents:
Let’s Talk …
About Asset Protection
Your affluent clients and successful business owner clients may require more advanced income, estate and asset protection planning. There ARE effective legal yet seldom used strategies to save on taxes, protect money from future lawsuits, and grow investments by beating the standard benchmarks. The synthesis of newer and more creative strategies can enable savvy investors to grow and hold on to their assets even through troubled waters. For instance, protecting an inheritance is serious business and while most estate planning lawyers focus on what will be left when a client passes on, it is also important to worry about airtight estate plans and protecting the client against financially devastating lawsuits while they are alive. This presentation will alert you to advanced disruptive technologies that may transform your thinking.
Speaker will be Attorney
Jeffrey M. Verdon , admitted 1978
Masters of Law (LL.M. Taxation) from Boston University in 1979.
(“Let’s Talk About…” is a series of classes sponsored by the Legal Aid Society of Orange County and led by Commissioner Vogl. This series covers a variety of court issues and is for MCLE credit for lawyers, paralegals, and office staff.)
Date: April 18, 2017
1 hour MCLE
12:15 PM to 1:15 PM
Location: 2101 North Tustin Avenue, Santa Ana
Bring your lunch and questions!
Accept a pro bono case with one of LASOC’s clients
Law students and judicial officers admitted without charge