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

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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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Offshore Asset Protection Trust Experts to Host Invitational Luncheon

February 15, 2017
Offshore Asset Protection Trust Experts to Host Invitational Luncheon

The law firm of Donlevy-Rosen & Rosen, P.A. will be hosting a luncheon for estate planning attorneys in Coral Gables, Florida. The topic? Conflating offshore asset protection trusts with estate planning. The invite-only luncheon will be held in March. This is the second luncheon held by the firm in 2017, the first recently occurring at […]

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Post-election planning: protecting your assets without moving to Canada

November 30, 2016
Post-election planning: protecting your assets without moving to Canada

What practical things can Americans do to protect their assets during a transition year? Is it possible to insulate assets from U.S. policies? Can you separate wealth from the performance of the U.S. Dollar? Can and should you “move to Canada”?

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