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How to select an asset protection attorney: 14 questions to ask your prospective lawyer

December 12, 2017
How to select an asset protection attorney: 14 questions to ask your prospective lawyer

Selecting an asset protection attorney can be a daunting task, especially when so many inexperienced attorneys advertise asset protection services. So how can you weed out the bad from the good – the unqualified from the qualified?  We have developed this list of fourteen questions that should be asked of every asset protection attorney before […]

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When should your clients consider asset protection planning?

October 20, 2017
When should your clients consider asset protection planning?

How far in advance should wealth preservation planning be implemented, and when is it too late to protect your clients’ assets? Because timing can be so important to the success of a wealth preservation plan, you should keep these seven considerations in mind when advising your client on planning implementation.   It is never too […]

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Platinum Sponsorship of the Florida Lawyers Network

October 18, 2017
Platinum Sponsorship of the Florida Lawyers Network

Donlevy-Rosen & Rosen is pleased to announce it will be the Platinum Sponsor for the 2017 annual meeting of the Florida Lawyers Network. The Florida Lawyers Network was founded in 2010, and has since grown to ten chapters across South Florida. Attendance at the 2017 annual meeting is open to all chapters, and over 100 […]

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PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

August 15, 2017
PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

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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Common Client Questions: Retention of Control

July 31, 2017
Common Client Questions: Retention of Control

This article in our “Common Client Questions” series focuses on a re-emerging trend in the asset protection industry: clients retaining control over asset protection structures. Offshore asset protection planning is effective because of two elements. The first, that the offshore asset protection trust and its assets are beyond the reach of a U.S. court’s jurisdiction. […]

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