Celebrating 20 Years of Preeminent AV Ratings

Donlevy-Rosen & Rosen, P.A. • May 21, 2014

Attorneys Howard Rosen & Patricia Donlevy-Rosen are both celebrating 20 years of being rated AV Preeminent in Martindale-Hubbell’s ® peer review process, and once again being listed in the Bar Register of Preeminent Lawyers. Martindale-Hubbell’s ® Client Review Ratings ™ also recognized the attorneys, with an overall score of 4.9 out of 5.0.

AV Preeminent Peer Review

Martindale-Hubbell® is the facilitator of the peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Ratings™ fall into two categories – legal ability and general ethical standards. The “A” legal ability rating means “very high to preeminent”, and the “V” ethical standard rating means “very high”. “AV” is the highest rating possible.

Patricia Donlevy-Rosen Martindale 20th year AV

Howard Rosen Martindale 20th year AV

4.9 of 5.0 Client Review

Martindale-Hubbell® Client Review Ratings™ allow a client to provide anonymous client feedback on a lawyer or law firm by completing a brief evaluation of a lawyer’s and/or law firm’s services and other professional qualities.

Donlevy-Rosen & Rosen, P.A. enjoys a Martindale-Hubbell® Client Review Rating™ of 4.9 out of 5.0.

AV®, AV Preeminent® are registered certification marks of Reed Elsevier Properties Inc., used under in accordance with the Martindale-Hubbell certification procedures, standards and policies.

Filed in: By Sam Phillips, For Clients, For Professionals, News & Updates • Tags: AV Rating, Martindale-Hubbell, Preeminent

News & Updates:

Howard Rosen, Esq. and Patricia Donlevy-Rosen, Esq. Awarded Founding Membership in Cook Islands Offshore Planning Association

June 9, 2017. Rarotonga, Cook Islands The Cook Islands Offshore Planning Association (CIOPA) announced today that attorneys Howard Rosen and Patricia Donlevy-Rosen have been awarded Founding Member status in recognition of their level of expertise, qualifications, and experience in offshore planning exhibited during their distinguished careers. “We reserve the title of Founding Member to those […]

Donlevy-Rosen & Rosen, P.A. • June 9, 2017

Cook Islands Trust Company Updates

By Tarita Hutchinson, Managing Director, Southpac Trust COOK ISLANDS UPDATES THE FTRA The Cook Islands will debate the Financial Transactions Reporting Bill at its next session of Parliament. The bill is designed to replace the 2004 Financial Reporting Transactions Act as part of the jurisdictions on-going commitment to providing high quality financial services to global […]

Donlevy-Rosen & Rosen, P.A. • March 15, 2017

Offshore Asset Protection Trust Experts to Host Invitational Luncheon

The law firm of Donlevy-Rosen & Rosen, P.A. will be hosting a luncheon for estate planning attorneys in Coral Gables, Florida. The topic? Conflating offshore asset protection trusts with estate planning. The invite-only luncheon will be held in March. This is the second luncheon held by the firm in 2017, the first recently occurring at […]

Donlevy-Rosen & Rosen, P.A. • February 15, 2017

Recent & Upcoming Events

Asset protection expert attorney Howard Rosen will present a program on offshore trust planning at the September Bay County Bar Association meeting

Howard Rosen, attorney, CPA, author, and expert on offshore asset protection planning, will be the featured speaker at the September 7, 2016 meeting of the Bay County Bar Association.

Donlevy-Rosen & Rosen, P.A. • August 12, 2016

How does one effectively protect assets? Attorney Howard Rosen shares the answer with Florida attorneys.

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 […]

Donlevy-Rosen & Rosen, P.A. • February 17, 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 […]

Donlevy-Rosen & Rosen, P.A. • January 12, 2016

Recent Newsletters:

PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!

This newsletter discusses a new strategy to protect real estate when one does not have an offshore trust.

Howard Rosen, Esq. • April 20, 2017

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.

Howard Rosen, Esq. • November 11, 2015

SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

This newsletter discusses litigation risks associated with the sale of a business and what a smart seller should do to protect the sale proceeds.

Howard Rosen, Esq. • July 20, 2015

Recent Articles:

Post-election planning: protecting your assets without moving to Canada

What practical things can Americans do to protect their assets during a transition year? Is it possible to insulate assets from U.S. policies? Can you separate wealth from the performance of the U.S. Dollar? Can and should you “move to Canada”?

Donlevy-Rosen & Rosen, P.A. • November 30, 2016

Firearms and protection from civil liability

With the heated debate on gun control dominating headlines and social media in recent years, a lesser-discussed aspect of gun ownership is not getting sufficient attention. The number of cases highlighting the civil liability pertaining to gun ownership are increasing, and gun owners in states with a strong anti-gun mentality are finding themselves up against […]

Donlevy-Rosen & Rosen, P.A. • November 7, 2016

Common client questions: are assets in an offshore trust safe from theft and fraud?

What protections are afforded assets in an offshore trust from fraud and theft by the trust company and its employees?

Donlevy-Rosen & Rosen, P.A. • September 26, 2016

More from Sam Phillips:

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.

Donlevy-Rosen & Rosen, P.A. • June 24, 2015

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 […]

Donlevy-Rosen & Rosen, P.A. • February 23, 2015

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?”

Donlevy-Rosen & Rosen, P.A. • December 5, 2014

“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.

Donlevy-Rosen & Rosen, P.A. • November 5, 2014

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.

Donlevy-Rosen & Rosen, P.A. • October 22, 2014

Podcast Interview: Entrepreneurs must consider offshore asset protection

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

Donlevy-Rosen & Rosen, P.A. • June 17, 2014 • 0 Comments