Subscribe via RSS FeedConnect on LinkedInView videos on YouTube

Toni 1 Trust Case Provides Roadmap to DAPT Failure

April 18, 2018
Toni 1 Trust Case Provides Roadmap to DAPT Failure

We’ve said it before and we will say it again, Domestic Asset Protection Trusts (“DAPTs”) are not reliable. Can they work sometimes? Of course. Would you use a seatbelt that worked sometimes? Of course not. As if additional evidence of this was needed, the Bertrans and their Toni 1 Trust have come along to provide […]

Continue Reading »

Tax Reporting for a Foreign Trust (Video)

March 10, 2018
Tax Reporting for a Foreign Trust (Video)

How does an offshore planning structure affect tax reporting requirements? Attorney Howard Rosen explains the federal reporting requirements for a foreign trust.

Continue Reading »

Planning for a Divorce (Video)

February 15, 2018
Planning for a Divorce (Video)

How can asset protection planning be utilized to plan for a divorce? Attorney Patricia Donlevy-Rosen explains how an offshore trust can be utilized for premarital and postmarital planning.

Continue Reading »

Estate planning and a foreign trust: how do they combine? (Video)

January 11, 2018
Estate planning and a foreign trust: how do they combine? (Video)

How does an offshore asset protection trust incorporate conventional estate planning? Attorney Howard Rosen explains how his offshore trusts accomplish both asset protection and estate planning functions.

Continue Reading »

How can you protect real estate without an offshore trust? (Video)

December 20, 2017
How can you protect real estate without an offshore trust? (Video)

How can you effectively protect real estate without an offshore trust? Attorney Howard Rosen explains a new planning strategy to protect US real estate.

Continue Reading »