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. The presentation, titled “Protecting Your Client’s Assets From Future Potential Creditors”, provides an overview of some of the strategies utilized by Rosen and his firm to protect mid or high net worth individuals, businesses, and retirement plans, from anticipated or unexpected creditor attacks.
“The basis of effective asset protection planning is the offshore trust” said Rosen, who has been implementing offshore asset protection trusts for over twenty-five years. “Many practitioners are familiar with certain inferior domestic protective techniques such as annuities, life insurance policies, business entities, and domestic asset protection trusts,” said Rosen, “but the more effective offshore planning strategies remains ‘foreign’ to them.”
Howard adds Bay County to his list of some fifty state and regional bar associations that have invited him to present to their members. And he is always looking to be invited to more. “I have found that professional organizations often have the best audience for my presentation. Attendees tend to grasp the legal concepts of the offshore trust, and ask pointed questions about the planning techniques. It makes for a more interesting program for me and the audience.”
Rosen’s most recent publication is a book titled “Asset Protection: A Guide For Professionals” and is available on Amazon.com He is also a regular contributor to WealthManagement.com, and makes frequent expert appearances on national radio broadcasts and in news publications. For a complete list of his speaking engagements, as well as articles and resources on offshore asset protection planning, visit Donlevy-Rosen & Rosen online at www.protectyou.com.
About Donlevy-Rosen & Rosen, P.A.
Donlevy-Rosen & Rosen, P.A. is a law firm specialized in 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 experts in the field of asset protection planning. On the web: https://protectyou.com.