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Author Archive: Donlevy-Rosen & Rosen

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“Domestic Asset Protection Trusts Can Fail” says Estate Planning Expert

January 27, 2014 2 Comments
“Domestic Asset Protection Trusts Can Fail” says Estate Planning Expert

A battle is raging between US-based attorneys over the use of Domestic Asset Protection Trusts (DAPTs) or their offshore counterparts (Foreign Asset Protection Trusts or FAPTs). Fifteen states (and counting) have enacted some form of asset protection trust legislation, but the efficacy of these DAPTs has been called into question since inception. At the 48th […]

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October 15th seminar on drafting asset protection trusts

October 7, 2013 0 Comments
October 15th seminar on drafting asset protection trusts

Announcing that attorney Howard Rosen will be the featured speaker at the following event: THE NEW TAX LAWYER COMMITTEE OF THE TAX SECTION OF THE FLORIDA BAR & THE FLORIDA ASSOCIATION OF ATTORNEY-CPAS Cordially invites you to a CLE (1 credit) lunch (Kosher) at 12:00 NOON on: October 15, 2013 Topic: Drafting the Asset Protection […]

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E-Filing Requirement for FBAR

August 10, 2013 0 Comments
E-Filing Requirement for FBAR

Effective July 1, 2013, those required to file FBARs (Report of Foreign Bank and Financial Accounts) must do so online through an e-filing portal on the Department of the Treasury’s website.

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Madoff Claw-back Case Reveals Flawed Asset Protection

August 8, 2013
Madoff Claw-back Case Reveals Flawed Asset Protection

Attorneys of Donlevy-Rosen & Rosen analyze how a former Madoff client lost everything to a shaky asset protection plan

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BNA Publishes Partners’ Article on Ohio Asset Protection Law

July 11, 2013 0 Comments
BNA Publishes Partners’ Article on Ohio Asset Protection Law

This month’s publication of BNA Tax Management’s Estates, Gifts and Trusts Journal includes a new article by Howard Rosen, Esq. and Patricia Donlevy-Rosen, Esq. titled “A Review and Critique of the Asset Protection Aspects of The 2013 Ohio Legacy Trust Act.”

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