Subscribe via RSS Feed Connect on LinkedIn View videos on YouTube

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.

Continue Reading »

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!

Continue Reading »

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.

Continue Reading »

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

Continue Reading »

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.

Continue Reading »

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.

Continue Reading »

The Bellinger Case: Civil Contempt and Asset Protection (video)

June 19, 2014 0 Comments
The Bellinger Case: Civil Contempt and Asset Protection (video)

Attorney Howard Rosen explains civil contempt, the applicable law, and how contempt relates to asset protection planning.

Also discussed is the Bellinger case, a recent decision which reaffirms the right of an individual to set up offshore asset protection planning without the fear of a civil contempt order.

Continue Reading »

Podcast Interview: Entrepreneurs must consider offshore asset protection

June 17, 2014 0 Comments
Podcast Interview: Entrepreneurs must consider offshore asset protection

“Protect your assets now” Donlevy-Rosen & Rosen, P.A. attorneys advised on the Entrepreneur Podcast Network

Continue Reading »

CONTEMPT OF COURT – PART 2: Self-Created Impossibility Defense

May 27, 2014 0 Comments
CONTEMPT OF COURT – PART 2: Self-Created Impossibility Defense

This newsletter discusses contempt of court, and a new case that reaffirms the right to establish offshore trusts without fear of incarceration.

Continue Reading »

FATCA Update – What does FATCA mean for Southpac trusts?

FATCA Update – What does FATCA mean for Southpac trusts?

The primary objective of FATCA is to combat tax evasion by US Persons. FATCA places the onus on banking and financial institutions worldwide to identify and report information on US Persons to the IRS.

Continue Reading »