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Free webinar for attorneys, CPAs, and financial planners

October 22, 2014

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.

Participants will learn from industry leaders about the art of wealth preservation, and how to effectively manage and protect assets through offshore asset protection trusts. This webinar will focus on emerging trends in this growing field while providing practical tips on how properly advising clients in asset protection matters can also increase practice revenue.

The discussion will include a summary of the tax consequences of implementing offshore asset protection trusts, an introduction into the investment benefits and opportunities associated with such planning, and a Q&A session for any follow up questions.

Free webinar: Advising your clients on asset protection
November 19, 2014, 2pm (EST), 1 hour
Register at: https://protectyou.com/register

CPAs may be eligible for one hour of CPE credit, subject to their licensing state’s program requirements.

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About Donlevy-Rosen & Rosen, P.A.
Donlevy-Rosen & Rosen, P.A. is a law firm with a national practice focused on asset protection planning and offshore trusts. Attorneys Howard Rosen and Patricia Donlevy-Rosen co-founded the firm in 1991, and have since become internationally recognized authorities in the field of asset protection planning. On the web: https://protectyou.com.

About Howard Rosen, Esq.
Rosen, an attorney and Certified Public Accountant, is the founding author of the BNA Tax Management Portfolio “Asset Protection Planning” (1994, 2002), and is considered an authority on offshore asset protection planning. Rosen was an adjunct professor at the University of Miami School of Law for twenty years. Full bio: http://trustne.ws/hdr.

About City National Rochdale
City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations. City National Rochdale’s approach allows clients and their advisors to focus on what really matters for long-term investment success while navigating the ever-changing economic environment. On the web: https://www.cnr.com/about-rochdale/.

About Neal Rubin
Neal Rubin is the Managing Director of City National Rochdale’s International Custody & Asset Protection Solutions. Previously, he was a Director and founding executive for Credit Suisse Private Advisors in New York City. During his career he was also a Partner at a boutique merchant bank and Senior Vice President managing major private banking operations for national commercial banks including Fleet Bank, Bank of Boston, and Bank of New England. Full bio: https://www.cnr.com/about-rochdale/rochdale-professionals/default.aspx?id=152.