With the rising popularity of asset protection trusts as a vehicle for protecting wealth, lawyer and author Howard Rosen is a busy man educating fellow attorneys on offshore asset protection planning and his practice. His most recent seminar was hosted by the Estate Planning Council of Greater Miami, held at the University of Miami on […]
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 […]
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 […]
What happens when I die, when my spouse dies? The trust has built-in mechanisms to handle the death of one settlor, the simultaneous death of both settlors, and the needs of the surviving settlor.