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Author Archive: Donlevy-Rosen & Rosen, P.A.

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Estate planning and a foreign trust: how do they combine? (Video)

January 11, 2018
Estate planning and a foreign trust: how do they combine? (Video)

How does an offshore asset protection trust incorporate conventional estate planning? Attorney Howard Rosen explains how his offshore trusts accomplish both asset protection and estate planning functions.

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How can you protect real estate without an offshore trust? (Video)

December 20, 2017
How can you protect real estate without an offshore trust? (Video)

How can you effectively protect real estate without an offshore trust? Attorney Howard Rosen explains a new planning strategy to protect US real estate.

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How to select an asset protection attorney: 14 questions to ask your prospective lawyer

December 12, 2017
How to select an asset protection attorney: 14 questions to ask your prospective lawyer

Selecting an asset protection attorney can be a daunting task, especially when so many inexperienced attorneys advertise asset protection services. So how can you weed out the bad from the good – the unqualified from the qualified?  We have developed this list of fourteen questions that should be asked of every asset protection attorney before […]

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When should your clients consider asset protection planning?

October 20, 2017
When should your clients consider asset protection planning?

How far in advance should wealth preservation planning be implemented, and when is it too late to protect your clients’ assets? Because timing can be so important to the success of a wealth preservation plan, you should keep these seven considerations in mind when advising your client on planning implementation.   It is never too […]

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Platinum Sponsorship of the Florida Lawyers Network

October 18, 2017
Platinum Sponsorship of the Florida Lawyers Network

Donlevy-Rosen & Rosen is pleased to announce it will be the Platinum Sponsor for the 2017 annual meeting of the Florida Lawyers Network. The Florida Lawyers Network was founded in 2010, and has since grown to ten chapters across South Florida. Attendance at the 2017 annual meeting is open to all chapters, and over 100 […]

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