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

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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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Common Client Questions: Retention of Control

July 31, 2017
Common Client Questions: Retention of Control

This article in our “Common Client Questions” series focuses on a re-emerging trend in the asset protection industry: clients retaining control over asset protection structures. Offshore asset protection planning is effective because of two elements. The first, that the offshore asset protection trust and its assets are beyond the reach of a U.S. court’s jurisdiction. […]

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Howard Rosen, Esq. and Patricia Donlevy-Rosen, Esq. Awarded Founding Membership in Cook Islands Offshore Planning Association

Howard Rosen, Esq. and Patricia Donlevy-Rosen, Esq. Awarded Founding Membership in Cook Islands Offshore Planning Association

June 9, 2017. Rarotonga, Cook Islands The Cook Islands Offshore Planning Association (CIOPA) announced today that attorneys Howard Rosen and Patricia Donlevy-Rosen have been awarded Founding Member status in recognition of their level of expertise, qualifications, and experience in offshore planning exhibited during their distinguished careers. “We reserve the title of Founding Member to those […]

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Cook Islands Trust Company Updates

March 15, 2017
Cook Islands Trust Company Updates

By Tarita Hutchinson, Managing Director, Southpac Trust COOK ISLANDS UPDATES THE FTRA The Cook Islands will debate the Financial Transactions Reporting Bill at its next session of Parliament. The bill is designed to replace the 2004 Financial Reporting Transactions Act as part of the jurisdictions on-going commitment to providing high quality financial services to global […]

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