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

December 5, 2014

In a December 1, 2014 article on, 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?”

The answer:

According to Howard Rosen, Esq., a partner at Donlevy-Rosen & Rosen, experts in offshore asset protection, offshore planning has a completely unjustified association with criminality and evasion. “There are a lot of negative thoughts about offshore planning with various root causes,” says Rosen. “One of the misconceptions is that if you set up an offshore account, you’ll have to repatriate the cash if you’re ever sued or face jail time for civil contempt. But if an offshore arrangement is competently prepared and implemented, you will NOT be taken to jail — US law doesn’t permit it.”

– “GE and Apple Do It, So Is Offshore Planning Really All That Taboo?”

The full article can be viewed on the Huffington Posts’ website (Direct link:

Planning professionals interested in asset protection for their clients will have an opportunity to meet Mr. Rosen at the upcoming 49th Annual Heckerling Institute on Estate Planning, January 12-16, in Orlando, Florida. The Heckerling is the leading conference for estate planning attorneys, CPAs, and other professionals, and is the largest of its kind. It is sponsored by the University of Miami School of Law.

Donlevy-Rosen & Rosen, P.A., has been an exhibitor at the Heckerling for more than a decade, and will once again be on site to act as a resource for offshore planning needs. Additionally this year, Donlevy-Rosen & Rosen, P.A. will be co-hosting a seminar luncheon with the advisors of City National Rochdale, who are experts in offshore asset management. The seminar will be available to a maximum of thirty attorneys who wish to offer asset protection to their clients (directly, or through co-counsel arrangements).

For information on attending the seminar luncheon, please contact Sam Phillips at 305-447-0061.
Link to Huffington Post article:
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:

About Patricia Donlevy-Rosen, Esq.
Donlevy-Rosen is the author of “Asset Protection Planning,” a Tax Advisors Planning Series book published by Research Institute of America. She concentrates her practice in the protection of immovable assets such as real estate. Full bio:

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: