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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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Free webinar for attorneys, CPAs, and financial planners

October 22, 2014
Free webinar for attorneys, CPAs, and financial planners

The law firm of Donlevy-Rosen & Rosen, P.A. and City National Rochdale have partnered to provide a one hour webinar for professionals, including attorneys, CPAs, and financial planners. The webinar, which is free for pre-registered attendees, will feature keynote speakers Howard Rosen, Esq, of Donlevy-Rosen & Rosen, P.A., and Neal Rubin of City National Rochdale.

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How to protect your assets for charitable beneficiaries

October 7, 2014
How to protect your assets for charitable beneficiaries

Individuals with significant net worth and charitable goals should consider an asset protection strategy to ensure that their charitable goals will be met. Our contingency fee legal system makes it relatively easy for a lawsuit – justifiable or not – to be brought against a “high value target”. Therefore prudent planning dictates asset protection to be certain that charitable and other dispositions will be made as desired.

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Ethical Considerations in Asset Protection Planning

September 9, 2014
Ethical Considerations in Asset Protection Planning Published by: Author: Date of Publication: Wealth Management Trusts & Estates Patricia Donlevy-Rosen, Esq. September, 2014 Download full article This article is displayed with the permission of the publisher.  Unauthorized reproductions are not permitted.

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Cook Islands News covers attorneys visit to the country

August 26, 2014
Cook Islands News covers attorneys visit to the country

Attorneys Patricia Donlevy-Rosen & Howard Rosen often receive media attention in the US as a result of their prominence in the field of offshore asset protection planning. However, their recent trip to the Cook Islands (where they consulted with officials on new legislation) was covered in detail by the Cook Islands News – a first for the attorneys!

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Miami Herald Publishes Attorneys’ Article

August 26, 2014
Miami Herald Publishes Attorneys’ Article

Our new article published by the Miami Herald, titled “Planning to sell your business? Make sure your assets are protected”, gives entrepreneurs and business owners advice on how to protect the proceeds of the sale of a business.

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Miami Attorneys Visit Cook Islands to Discuss International Trusts Act

August 13, 2014
Miami Attorneys Visit Cook Islands to Discuss International Trusts Act

Patricia Donlevy-Rosen and Howard Rosen, partners of the law firm of Donlevy-Rosen & Rosen, P.A., whose practice focuses on offshore asset protection planning, just returned from their 15th trip to the Cook Islands

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Uniform Voidable Transactions Act Adopted by ULC

July 18, 2014
Uniform Voidable Transactions Act Adopted by ULC

Our Uniform Law Commission (ULC) unanimously adopted (this week) the Uniform Voidable Transactions Act.

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Misconceptions and Realities about Cook Islands Trusts

Misconceptions and Realities about Cook Islands Trusts

Attorneys from Southpac Trust Limited correct some of the misconceptions surrounding Cook Islands asset protection trusts.

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