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LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!

April 26, 2018
LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!

Today, with the ongoing turmoil in Venezuela, asset protection planning has taken on a more important aspect: protecting assets from confiscation by Venezuela (and other governments of that type), regardless of whether one desires to immigrate to the US.

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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 […]

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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.

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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.

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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.

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