The TRUST-CFO asset protection podcast is a series of talks with founders and partners of TRUST-CFO, Raymond F. Olmo, CEP®, RFC®, and Josh Saunders, as they invite industry leaders in client and wealth management on to discuss asset and wealth protection, financial strategies and best practices in settings up, managing and administrating the best kept secret of financial protection available to California residents and business owners - California's Private Retirement Plan.
This episode is part 3 of a 3 part series where Ray & Josh speak with Jeff Verdon of Verdon Law Group.
Do I need to move my assets offshore or can I use a HYCET trust? Jeff Verdon explains these two structures and how to use them effectively. Jeff is the creator of the HYCET trust (Have Your Cake and Eat it Too), and here he discusses how it was created and when the best time to use it is.