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

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Monterey County Bar Association to Host Howard Rosen

December 11, 2018
Monterey County Bar Association to Host Howard Rosen

The Monterey County Bar Association will host Howard Rosen, Esq. on January 31, 2019. Howard will present a seminar on “Asset Protection Planning With Offshore Trusts.” Persons interested in attending, or learning more about the Monterey County Bar, should contact Laura Elkington (phone: (831) 582-5400).

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Attorney Howard Rosen to be Guest Speaker at Santa Barbara County Bar

December 10, 2018
Attorney Howard Rosen to be Guest Speaker at Santa Barbara County Bar

Attorney Howard Rosen has been invited to be the guest speaker at the Santa Barbara County Bar Association meeting on February 19, 2019. Rosen will present a seminar on Asset Protection Planning with Offshore Trusts. Information on the Santa Barbara County Bar meetings can be obtained from Josh Rabinowitz, Esq. (Contact at (805) 963-0755, extension […]

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Special Invitational Luncheon at the 53rd Annual Heckerling

December 5, 2018
Special Invitational Luncheon at the 53rd Annual Heckerling

For the fourth year running, Donlevy-Rosen & Rosen, P.A. will host an invitational luncheon at the Heckerling Institute on Estate Planning. Widely regarding as the largest and most prestigious estate planning convention, the 53rd Heckerling Institute will take place at the Orlando World Center Marriott from January 14-18, 2019. Donlevy-Rosen & Rosen’s luncheon will occur […]

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Brazoria County Bar to Host Asset Protection Attorney

November 13, 2018
Brazoria County Bar to Host Asset Protection Attorney

Asset protection attorney Howard Rosen will present “Asset Protection Planning With Offshore Trusts” to the Brazoria County Bar Association at their March meeting. The seminar is free for members and available to the general public for a small fee. Those wishing to attend should RSVP directly to the Brazoria County Bar on their website at https://www.brazoriabar.org/. […]

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How can I get comfortable with the concept of a foreign trustee?

October 16, 2018
How can I get comfortable with the concept of a foreign trustee?

Why should clients feel comfortable with a foreign trust company? Attorney Howard Rosen explains the safeguards built into his offshore asset protection trust to protect his clients.

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