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Common client questions: are assets in an offshore trust safe from theft and fraud?

September 26, 2016
Common client questions: are assets in an offshore trust safe from theft and fraud?

What protections are afforded assets in an offshore trust from fraud and theft by the trust company and its employees?

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Common client questions: Divorce and asset protection trusts

August 16, 2016
Common client questions: Divorce and asset protection trusts

This article in our Common Client Questions Series focuses on an unpopular subject, but one that affects 2.4 million Americans each year: divorce. Divorce attorneys dislike asset protection planning. Unlike other litigation where the plaintiff’s attorney often works on a contingency fee basis, in a divorce proceeding both attorneys have a financial interest in prolonging […]

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Asset protection expert attorney Howard Rosen will present a program on offshore trust planning at the September Bay County Bar Association meeting

August 12, 2016
Asset protection expert attorney Howard Rosen will present a program on offshore trust planning at the September Bay County Bar Association meeting

Howard Rosen, attorney, CPA, author, and expert on offshore asset protection planning, will be the featured speaker at the September 7, 2016 meeting of the Bay County Bar Association.

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Money managers and brokers: Protecting the assets without losing the client

July 20, 2016
Money managers and brokers: Protecting the assets without losing the client

Money managers and brokers find themselves uniquely positioned to advise their clients on a range of issues, including asset protection. Whether they are queried by the client, or are proactively counseling the client on risk, advisors often steer client decision making on the various options for asset protection planning. Unfortunately, some effective options for asset […]

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BizTalk Radio features asset protection expert Howard Rosen

July 19, 2016
BizTalk Radio features asset protection expert Howard Rosen

  What is asset protection planning? How are offshore trusts utilized in effective asset protection? Noted small business expert David Wolf educated himself and his audience on the practice of offshore asset protection planning when he interviewed offshore trust expert Howard Rosen on the BizTalk Radio Network. Listen to the full interview here:   BizTalk […]

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