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Practices

Biography

Since 1990, Jillyn has advised high-net-worth individuals with their estate tax and business matters. Her dedication to achieve results for her clients has earned her a reputation of excellence and a trackrecord of success. Ms. Verdon’s commitment to the highest level of legal expertise and knowledge while providing personal service to her clients has caused the firm to grow into one of Southern California`s leading law firms.

Jillyn particularly enjoys overseeing the firm’s Family Office Practice which often includes the following:

  • Family Foundations
  • Irrevocable Trust Planning (CRTs-Charitable Remainder Trusts; ILITs-Irrevocable Life Insurance Trusts; SLATs-Spousal Limited Access Trusts; Dynasty Trusts; Irrevocable Trusts for Children and Grandchildren; GRATs-Grantor Retained Annuity Trusts; IDGTs- Intentionally Defective Trusts)
  • Inheritance Tax Planning
  • Succession Planning for business owners
  • Family Limited Partnerships
  • Planning for a Merger or Acquisition of a client’s business
  • Coordinating with General Counsel, Tax Counsel and Real Estate Counsel regarding transactions affecting clients, their family and their partners
  • Helping clients avoid inheritance litigation through strategic planning
  • Advising fiduciaries when administering Trusts and Estates

 

Other Info About Jillyn

Education

Law School

Western State University College of Law, J.D.

Undergraduate School

Western State University College of Law, B.S. Law

Bar Memberships

Jillyn is licensed to practice in the following state(s):

California, 1990

 

Courts

Jillyn is admitted to practice before the following court(s):

Federal District Court, 1990

United States Supreme Court, 1996

Professional Affiliations

Professional Affiliations & Memberships

Ms. Verdon has been a member of the following bar associations:

  • CLA-California Lawyers Association
  • CLA-California Lawyers Association-Trusts & Estates Section
  • Beverly Hills Bar Association
  • OCBA-Orange County Bar Association
  • OCBA-Orange County Bar Association – Trust & Estates Section
  • OCBA-Orange County Bar Association – Appellate Section
  • OCBA-Orange County Bar Association – Masters Section – for respected attorneys with 25 years or more experienc

Ms. Verdon has had the pleasure of serving as a member or director of the following organizations:

  • Delta Theta Phi Law Fraternity
  • Robert A. Banyard Inn of Court
  • Orange County Forum
  • Sunwest Bank
  • UC Irvine’s Chief Executive Roundtable

Civic Activities

Civic & Charitable Organizations

Ms. Verdon has had the pleasure of serving as a member or director of the following organizations:

  • Leadership Tomorrow
  • Direct Connections to Africa
  • Discovery Science Center’s Innovators

Presentations

Jillyn was invited to speak at the following events:

Jillyn has taught at the graduate level and has been a noted lecturer for the Los Angeles Daily Journal – Bridging the Gap Conference

McDonnell Douglas/Boeing Management Association

N.A.M.I (National  Alliance for Mental Illness regarding Special Needs Trust Planning)

SOCEP (Society of Orange County Emergency Physicians)

The Los Angeles Times-UCI 1st Annual Conference on “Estate Planning For the High Net-Worth Family.”

Featured speaker for STEP-Society of Trust & Estate Professionals regarding “Trends in Inheritance Litigation and How to Prevent Litigation for High Net Worth Families”

Major Publications

Jillyn is an author or contributor to the following publications:

Jillyn’s appellate work has resulted in published cases such Patrick v. Alacer (2008) 167 Cal.App.4th 995

Forbes 2019, Experts on Complex Inheritance Issues

Bloomberg 2019, Experienced Trust and Estate Firm Sets New Standards

Fortune 2019, OC Law Feature regarding Inheritance Issues

Jillyn has been featured in the California Lawyer magazine and the Orange County Lawyer magazine regarding Trusts and Estate issues.

Jillyn has appeared numerous times on CNN, ABC NEWS, NBC NEWS, CBS NEWS and COURT TV as a legal expert on Trust, Estate and Probate cases she was handling for unique or noteworthy cases.

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