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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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New Seminar: Setting Up/Knocking Down Asset Protection Structures

February 23, 2015
New 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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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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