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Howard Rosen will present January webinar sponsored by the Asset Protection Committee of the AAA-CPA

January 12, 2016
Howard Rosen will present January webinar sponsored by the Asset Protection Committee of the AAA-CPA

Attorney, author, and guest speaker Howard Rosen will present a Webinar Study Group sponsored by the American Academy of Attorney-Certified Public Accountants. The January 28 study group is open to all professionals for registration, and free to AAA-CPA members. Howard’s program, titled “Special Drafting Considerations For Asset Protection Trusts”, is also available for CLE and/or […]

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Reviewing Your Estate and Asset Protection Planning in the New Year

January 7, 2016
Reviewing Your Estate and Asset Protection Planning in the New Year

It is estimated that 40% of retired Americans do not have a will, and 50% of parents have not adequately prepared for their untimely death. Responsible individuals should appreciate that the psychological barriers to discussing and preparing for one’s death pale in comparison to the difficulties that can be felt by heirs and executors having […]

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Alternatives to Filled 50th Heckerling Institute Luncheon

December 14, 2015
Alternatives to Filled 50th Heckerling Institute Luncheon

Donlevy-Rosen & Rosen, P.A. will be hosting an invitational seminar luncheon at the Heckerling. The January 13, 2016 seminar is available to thirty attorneys who wish to offer asset protection strategies to their clients.

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Attorneys should practice what they preach: asset protection planning for lawyers and other professionals

November 23, 2015
Attorneys should practice what they preach: asset protection planning for lawyers and other professionals

Lawyers involved in asset protection planning on a daily basis often forget to adequately protect themselves and their firms from litigation. While we maintain asset protection for our personal and company assets (as we have done for decades), many attorneys we work with have yet to protect their own assets.

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Asset protection attorneys hosting invitational luncheon for offshore trust discussion at 50th Heckerling Institute

November 12, 2015
Asset protection attorneys hosting invitational luncheon for offshore trust discussion at 50th Heckerling Institute

Donlevy-Rosen & Rosen, P.A. will be hosting an invitational seminar luncheon at the Heckerling. The January 13, 2016 seminar is available to thirty attorneys who wish to offer asset protection strategies to their clients.

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Asset Protection Trusts: Current U.S. Tax Reporting Requirements

November 11, 2015
Asset Protection Trusts: Current U.S. Tax Reporting Requirements

This newsletter discusses the major current U.S. tax reporting requirements for the asset protection trust.

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Attorney will talk asset protection at Southern Federal Tax Institute

October 14, 2015
Attorney will talk asset protection at Southern Federal Tax Institute

Asset protection attorney Howard Rosen, and the law firm of Donlevy-Rosen & Rosen, P.A., will be exhibiting at the 50th Annual Southern Federal Tax Institute in Atlanta this month. Howard will be talking to practitioners about offshore trusts, wealth preservation, and tax neutral asset protection planning.

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When to protect: Seven considerations on when to implement a wealth preservation plan

October 7, 2015
When to protect: Seven considerations on when to implement a wealth preservation plan

But how far in advance should wealth preservation planning be implemented, and when is it too late to protect your assets? The answer is one that is a favorite of lawyers – “it depends”.

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Common Client Questions: About the Cook Islands

September 24, 2015
Common Client Questions: About the Cook Islands

We have often written about the laws of the Cook Islands, and why that country is the premier jurisdiction for offshore asset protection planning. Clients and prospective clients often ask about the country itself. The Cook Islands is a small island nation situated about 2,000 miles north east of New Zealand.

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Ashley Madison: Another reminder that women should protect their assets

September 15, 2015
Ashley Madison: Another reminder that women should protect their assets

The internet was shocked by the August 2015 release of several million hacked names, email addresses, and billing records of users of a controversial website named “Ashley Madison.” Attorney Patricia Donlevy-Rosen recently (and coincidentally) authored an article published by ExpertBeacon.com, wherein she advises women to consider asset protection planning before taking steps towards divorce.

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