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

November 5, 2014

The law firm of Donlevy-Rosen & Rosen, P.A., Southpac Trust, and the National Business Institute have partnered to provide an advanced video training course for professionals, including attorneys, CPAs, and financial planners.

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. The experienced faculty, led by attorneys from Donlevy-Rosen & Rosen, 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.

• Learn how to identify the client most suitable for offshore asset protection.
• Effectively avoid fraud by identifying potential criminal exposure.
• Get tips for using LLCs as part of your asset protection plan.
• Find out how to enhance the offshore trust with flight clauses, spendthrift clauses and more.
• Prepare to follow the Foreign Account Tax Compliance Act.

The video course will be available on December 4, 2014 at 10am (EST), but a DVD version can be ordered for later viewing.

NBI will certify CLE, CPE, and other continuing education credit. Registration is available now through NBI’s website, at http://trustne.ws/kbaav.