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Offshore Asset Protection Trust Experts to Host Invitational Luncheon

February 15, 2017

The law firm of Donlevy-Rosen & Rosen, P.A. will be hosting a luncheon for estate planning attorneys in Coral Gables, Florida. The topic? Conflating offshore asset protection trusts with estate planning. The invite-only luncheon will be held in March.

This is the second luncheon held by the firm in 2017, the first recently occurring at the 51st Annual Heckerling Institute on Estate Planning in Orlando, FL. Interest in the lunch presentation was so strong, that a second event was immediately planned. “We had room for fifty attendees in Orlando, and we ended up with an additional thirty on a wait list. The overwhelming interest and positive response to the presentation caused us to schedule this second date”, said Patricia Donlevy-Rosen, a featured presenter during the programs.

The lunch is free to invited attorneys, but attendees will not be bored with a long CLE presentation. “We want to communicate some key concepts about our practice, but we also want everyone to have an opportunity to ask questions, network with our staff, and enjoy their lunch” said Howard Rosen, who is also a featured presenter during the program. “This is not a continuing education program, but rather our opportunity to discuss the legal services we provide with fellow professionals.”

Both attorneys give continuing education presentations at no cost to local and regional bar associations. Persons interested in learning about offshore asset protection planning for CLE credit should coordinate contact Donlevy-Rosen & Rosen to coordinate with their bar association or make other arrangements.


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: