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Alternatives to Filled 50th Heckerling Institute Luncheon

December 14, 2015

In November we announced our second invitational luncheon held at the Heckerling Institute. The presentation will include an overview of special drafting considerations related to offshore asset protection trusts.  Demand for this luncheon surpassed our expectations, and within days of our announcement, we had filled all available spaces.

For attorneys that wished to hear our presentation, there are alternatives:


Put us in touch with your bar association. The attorneys of Donlevy-Rosen & Rosen are frequent speakers at state, regional, and local bar associations. We would welcome the opportunity to address your group on asset protection planning and related topics.

Schedule a private call with you and your firm. It is our pleasure to speak with fellow attorneys about our practice and how we may be of service to your clients. We are happy to schedule a teleconference with you and/or your firm.

Speak with us at our exhibitor booth. All planning professionals interested in asset protection for their clients will have an opportunity to speak with us at the upcoming 50th Annual Heckerling Institute on Estate Planning, January 11-15, in Orlando, Florida. The Heckerling is the leading conference for estate planning attorneys, CPAs, and other professionals, and is the largest of its kind.  Exhibitors and speakers include the nation’s leading experts on domestic asset protection trusts (DAPTs) and foreign asset protection trusts (FAPTs). It is sponsored by the University of Miami School of Law.
Donlevy-Rosen & Rosen, P.A., has been an exhibitor at the Heckerling since 1999, and will once again be on site to act as a resource for offshore planning needs.



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: