Howard Rosen, Esq., Author at Donlevy-Rosen & Rosen, P.A.
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Author Archive: Howard Rosen, Esq.

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The Domestic Asset Protection Trust

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The Domestic Asset Protection Trust

Being aware of the fact that general U.S. trust law will not be effective to protect trust assets from a settlor-beneficiary’s creditors, and seeking to obtain potential trust business, the legislatures of a number of states (nineteen as of January 1, 2020) – most notably Alaska, Delaware and South Dakota, have enacted varying degrees of […]

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Self-Settled Trusts in General

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Self-Settled Trusts in General

Let’s face it: The goal of the modern day asset protection trust is to preserve and protect your assets for your own use and benefit during your lifetime. “Having your cake and eating it too” – in a financial sense. This is the very definition of a self-settled trust. Self-settled trusts began as a protective […]

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BFI Inner Circle Forum 2019

BFI Inner Circle Forum 2019

Patricia Donlevy-Rosen & Howard Rosen will be among the presenters at the the BFI Inner Circle Forum 2019 to be held at the Green Valley Ranch Resort in Henderson, Nevada, September 26 – 28, 2019. Patricia will discuss the special strategies required to implement asset protection for real estate and Howard will discuss offshore wealth protection trust strategies.

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How to Judgment-Proof Your Real Estate

How to Judgment-Proof Your Real Estate

In the field of wealth protection, there are a myriad of purported strategies that have been put forth to shield real estate from future creditor claims. During our 45 years in practice, we’ve become familiar with all of them. However, only one stands out as truly effective: make your real estate “not worth going after” […]

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How Best to Protect Your Good Fortune and Secure Your Financial Future

How Best to Protect Your Good Fortune and Secure Your Financial Future

Congratulations! You’ve won that big promotion, come into an inheritance, or sold your company at a tidy profit. Now what? You, my friend, have a wealth problem. As problems go, that’s a good one to have. You can pay off your mortgage, quit worrying about sending your kids to good colleges, take a well-deserved vacation. […]

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