Jeffrey Verdon is a managing partner at Renowned Trusts & Estates, and is also an asset protection lawyer. Jeff will be speaking about the recently popular NING Trust being used by residents of high income tax states to eliminate state income tax on Non-CA source investments. 

 

Questions Asked: 

 

1) What are the two or three most popular and beneficial pieces of advice you generally provide?

2) What is the NING Trust and who is the best candidate for one?

3) Can you give an example of how the NING Trust could be used by a CA high tax resident to save state income tax?

 

Contact Info: 

 

Website: www.jmvlaw.com

Email: [email protected]

Bonus Material: 

Call 949 333-8150 for a no cost telephone interview

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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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