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Asset protection attorneys discuss Cook Islands planning updates with government officials and trust companies

August 20, 2015
Asset protection attorneys discuss Cook Islands planning updates with government officials and trust companies

Patricia Donlevy-Rosen and Howard Rosen met with the chairman and the CEO of the Cook Islands Financial Services Development Authority, senior officials of the largest Cook Islands bank, and the four major Cook Islands trust companies as part of their periodic on-site due diligence update.

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SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

July 20, 2015
SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

This newsletter discusses litigation risks associated with the sale of a business and what a smart seller should do to protect the sale proceeds.

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Vows of financial security for women thinking about divorce

July 13, 2015
Vows of financial security for women thinking about divorce It is estimated that over 60% of divorces are filed by women. Yet asset protection attorneys will tell you that men are the ones who will protect their assets at the first sign of marital discord (if not before), while women will leave themselves financially vulnerable. If divorce is on the horizon (or even if [...]

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Howard Rosen to present asset protection seminar for the FLAA-CPA

June 24, 2015
Howard Rosen to present asset protection seminar for the FLAA-CPA

The Florida Association of Attorney-Certified Public Accountants (FLAA-CPA) in conjunction with the Tax Section of the Florida Bar will host author and attorney Howard Rosen during their July chapter meeting, with a theme of creditor liability and asset protection.

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SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

March 23, 2015
SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

This newsletter discusses some loopholes to the protection of your homestead, and what you can do to close those loopholes and ensure that protection.

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Seminar: Setting Up/Knocking Down Asset Protection Structures

February 23, 2015
Seminar: Setting Up/Knocking Down Asset Protection Structures

Debtors have always been interested in effective shields, just as creditors have sought powerful swords. But today’s turbulent business/investment environment has turned up the pressures on both – pressures which are passed on to legal counsel and other professional advisors. It has never been more important for corporations and individuals to shield their assets from […]

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Attorneys Release New Book – Asset Protection: A Guide for Professionals

January 16, 2015
Attorneys Release New Book –  Asset Protection: A Guide for Professionals

Attorneys Howard Rosen and Patricia Donlevy-Rosen have just released Asset Protection: A Guide for Professionals, an essential addition to the libraries of attorneys, accountants, and financial professionals seeking to improve their understanding of asset protection planning in order to better serve clients’ wealth protection needs.

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Asset protection attorney featured by Huffington Post; Hosting seminar at Heckerling Institute

December 5, 2014
Asset protection attorney featured by Huffington Post; Hosting seminar at Heckerling Institute

In a December 1, 2014 article on Huffingtonpost.com, Attorney Howard Rosen provided insight into the negative stigmas associated with offshore planning. The article is titled with a question: “GE and Apple do it, so is offshore planning really all that taboo?”

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“OFFSHORE PLANNING FROM A TO Z” – Donlevy-Rosen & Rosen, Southpac Trust, and NBI partner video course

November 5, 2014
“OFFSHORE PLANNING FROM A TO Z” – Donlevy-Rosen & Rosen, Southpac Trust, and NBI partner video course

Offshore asset protection can have many benefits, but it creates a potential legal minefield. With this start-to-finish program, you will learn the tools you need to set up offshore trusts, handle the tax concerns and maintain an ethical practice. Our experienced faculty will lead you through the process of drafting the trust and alert you to the potential problems. You’ll also prepare for problems before they occur with a thorough understanding of applicable statutes and recent case law.

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ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise

October 24, 2014
ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise

This newsletter discusses protecting an inherited IRA and your own IRA from creditors, particularly in view of the 2014 Supreme Court case of Clark v. Rameker.

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