Upcoming Events
January 10, 2024: “HOW WE PROTECT REAL ESTATE” luncheon presentation at
58th Annual Heckerling Institute on Estate Planning
January 19, 2024: Savannah Bar Association; Topic: “SPECIAL TECHNIQUES REQUIRED TO PROTECT REAL ESTATE”
January 19, 2024: Savannah Bar Association; Topic: “ASSET PROTECTION PLANNING WITH OFFSHORE TRUSTS”
February 15, 2024: Lee County (FL) Estate Planning Council; Topic: “ASSET PROTECTION PLANNING WITH OFFSHORE TRUSTS”
What Is Asset Protection?
Asset protection planning is the adoption of advance planning techniques which place one’s assets beyond the reach of future potential creditors. In our practice, it does not involve hiding assets, nor is it based upon secret agreements or fraudulent transfers. It is based upon proven sophisticated combinations of business and estate planning techniques, often utilizing offshore trusts.
How to Select an Asset Protection Attorney
Selecting an asset protection attorney can be a daunting task, especially when so many inexperienced attorneys (and others) 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 an asset protection attorney before they are retained.
Highlighting An Exclusive IRA Protection Strategy
What can you do to protect an inherited IRA from your creditors and to enhance state and bankruptcy law creditor protection provided for your own IRA? Following the asset protection rule of “removing the ability of any U.S. court to disrupt your planning = protection“, IRA assets can still be fully and effectively protected. How? IRA cash and securities must be placed beyond the reach of any U.S. court. READ MORE
Our Team
The law firm of Donlevy-Rosen & Rosen, P.A. is a boutique law
practice with a focus on offshore asset protection planning.
Howard Rosen, Esq.
Partner
“Extensive Experience With Offshore Asset Protection Planning.” Complete Biography: Howard Rosen is an AV® Preeminent™ rated Attorney and Certified Public Accountant practicing law in Miami, Florida, as a shareholder in the […]
Patricia Donlevy-Rosen, Esq.
Partner
“Regarded as an Authority on Asset Protection Subjects.” Complete Biography: Patricia Donlevy-Rosen is an AV® Preeminent™ rated Attorney practicing law in Miami, Florida, as a shareholder in the firm of Donlevy-Rosen & […]
We invite you to contact us and welcome your calls, letters and electronic mail.
Our Law Firm Serves Clients Across The United States and Abroad.
The most important factors in choosing a law firm are the qualifications and experience of its lawyers. When you choose Donlevy-Rosen & Rosen, P.A., you know that are receiving quality legal expertise from attorneys whose experience in asset protection planning is unequaled.