Celebrating 20 Years of Preeminent AV Ratings

Monterey County Bar Association to Host Howard Rosen

The Monterey County Bar Association will host Howard Rosen, Esq. on January 31, 2019. Howard will present a seminar on “Asset Protection Planning With Offshore Trusts.” Persons interested in attending, or learning more about the Monterey County Bar, should contact Laura Elkington (phone: (831) 582-5400). Related PostsEstate Freeze Presentation at Sailfish Chapter of FICPA Asset […]

Attorney Howard Rosen to be Guest Speaker at Santa Barbara County Bar

Attorney Howard Rosen has been invited to be the guest speaker at the Santa Barbara County Bar Association meeting on February 19, 2019. Rosen will present a seminar on Asset Protection Planning with Offshore Trusts. Information on the Santa Barbara County Bar meetings can be obtained from Josh Rabinowitz, Esq. (Contact at (805) 963-0755, extension […]

Brazoria County Bar to Host Asset Protection Attorney

Asset protection attorney Howard Rosen will present “Asset Protection Planning With Offshore Trusts” to the Brazoria County Bar Association at their March meeting. The seminar is free for members and available to the general public for a small fee. Those wishing to attend should RSVP directly to the Brazoria County Bar on their website at https://www.brazoriabar.org/. […]

Monterey County Bar Association to Host Howard Rosen

The Monterey County Bar Association will host Howard Rosen, Esq. on January 31, 2019. Howard will present a seminar on “Asset Protection Planning With Offshore Trusts.” Persons interested in attending, or learning more about the Monterey County Bar, should contact Laura Elkington (phone: (831) 582-5400). Related PostsEstate Freeze Presentation at Sailfish Chapter of FICPA Asset […]

Attorney Howard Rosen to be Guest Speaker at Santa Barbara County Bar

Attorney Howard Rosen has been invited to be the guest speaker at the Santa Barbara County Bar Association meeting on February 19, 2019. Rosen will present a seminar on Asset Protection Planning with Offshore Trusts. Information on the Santa Barbara County Bar meetings can be obtained from Josh Rabinowitz, Esq. (Contact at (805) 963-0755, extension […]

Special Invitational Luncheon at the 53rd Annual Heckerling

For the fourth year running, Donlevy-Rosen & Rosen, P.A. will host an invitational luncheon at the Heckerling Institute on Estate Planning. Widely regarding as the largest and most prestigious estate planning convention, the 53rd Heckerling Institute will take place at the Orlando World Center Marriott from January 14-18, 2019. Donlevy-Rosen & Rosen’s luncheon will occur […]

OFFSHORE TRUSTS & OFFSHORE ACCOUNTS: WHAT’S THE DIFFERENCE?

Potential clients often call us asking if we can set up an “offshore account” for them. Is this what they really mean, or are they (or should they be) asking about an offshore trust? In this issue we’ll compare the asset protection efficacy of an individual establishing an offshore account versus establishing an offshore trust which itself establishes an offshore account.

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

We have often stated that the only way for a creditor to “get at” the assets held in a properly structured Cook Islands asset protection trust is for the creditor to bring a case in the Cook Islands. Why? The Cook Islands court is the only court which has jurisdiction (power) over the trustee, which, under trust law, is the holder of legal title to trust assets.

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.

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 […]

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 […]

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 […]

Howard Rosen to present asset protection seminar for the FLAA-CPA

The Florida Association of Attorney-Certified Public Accountants (FLAA-CPA) in conjunction with the Tax Section of the Florida Bar will host author and attorney Howard Rosen during their July chapter meeting, with a theme of creditor liability and asset protection.

Seminar: Setting Up/Knocking Down Asset Protection Structures

Debtors have always been interested in effective shields, just as creditors have sought powerful swords. But today’s turbulent business/investment environment has turned up the pressures on both – pressures which are passed on to legal counsel and other professional advisors. It has never been more important for corporations and individuals to shield their assets from […]

Asset protection attorney featured by Huffington Post; Hosting seminar at Heckerling Institute

In a December 1, 2014 article on Huffingtonpost.com, Attorney Howard Rosen provided insight into the negative stigmas associated with offshore planning. The article is titled with a question: “GE and Apple do it, so is offshore planning really all that taboo?”

“OFFSHORE PLANNING FROM A TO Z” – Donlevy-Rosen & Rosen, Southpac Trust, and NBI partner video course

Offshore asset protection can have many benefits, but it creates a potential legal minefield. With this start-to-finish program, you will learn the tools you need to set up offshore trusts, handle the tax concerns and maintain an ethical practice. Our experienced faculty will lead you through the process of drafting the trust and alert you to the potential problems. You’ll also prepare for problems before they occur with a thorough understanding of applicable statutes and recent case law.

Free webinar for attorneys, CPAs, and financial planners

The law firm of Donlevy-Rosen & Rosen, P.A. and City National Rochdale have partnered to provide a one hour webinar for professionals, including attorneys, CPAs, and financial planners. The webinar, which is free for pre-registered attendees, will feature keynote speakers Howard Rosen, Esq, of Donlevy-Rosen & Rosen, P.A., and Neal Rubin of City National Rochdale.

Podcast Interview: Entrepreneurs must consider offshore asset protection

“Protect your assets now” Donlevy-Rosen & Rosen, P.A. attorneys advised on the Entrepreneur Podcast Network