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. […]
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”?
With the heated debate on gun control dominating headlines and social media in recent years, a lesser-discussed aspect of gun ownership is not getting sufficient attention. The number of cases highlighting the civil liability pertaining to gun ownership are increasing, and gun owners in states with a strong anti-gun mentality are finding themselves up against […]
What protections are afforded assets in an offshore trust from fraud and theft by the trust company and its employees?
This article in our Common Client Questions Series focuses on an unpopular subject, but one that affects 2.4 million Americans each year: divorce. Divorce attorneys dislike asset protection planning. Unlike other litigation where the plaintiff’s attorney often works on a contingency fee basis, in a divorce proceeding both attorneys have a financial interest in prolonging […]
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. […]
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 […]
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 […]
Patricia Donlevy-Rosen, Esq. is a shareholder (partner) of the law firm of Donlevy-Rosen & Rosen, P.A. Her notable publications include the RIA Tax Advisors Planning Series titled "Asset Protection Planning". Due to Patricia's extensive experience with offshore asset protection planning and the protection of immovable assets, she is regarded as an authority on the subjects among her peers. ... Read More
Howard Rosen, Esq. is a shareholder (partner) of the law firm of Donlevy-Rosen & Rosen, P.A. His notable publications include the BNA Tax Management Portfolio titled "Asset Protection Planning" (1994, 2002), of which he is a founding author. Due to Howard's extensive experience with offshore asset protection planning and the related tax issues, he is regarded as an ... Read More
Howard Rosen, attorney, CPA, author, and expert on offshore asset protection planning, will be the featured speaker at the September 7, 2016 meeting of the Bay County Bar Association.
With the rising popularity of asset protection trusts as a vehicle for protecting wealth, lawyer and author Howard Rosen is a busy man educating fellow attorneys on offshore asset protection planning and his practice. His most recent seminar was hosted by the Estate Planning Council of Greater Miami, held at the University of Miami on […]
Howard Rosen will present January webinar sponsored by the Asset Protection Committee of the AAA-CPA
Attorney, author, and guest speaker Howard Rosen will present a Webinar Study Group sponsored by the American Academy of Attorney-Certified Public Accountants. The January 28 study group is open to all professionals for registration, and free to AAA-CPA members. Howard’s program, titled “Special Drafting Considerations For Asset Protection Trusts”, is also available for CLE and/or […]
PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED
This newsletter discusses a new strategy to protect real estate when one does not have an offshore trust.
PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!
This newsletter discusses a new strategy to protect real estate when one does not have an offshore trust.
Asset Protection Trusts: Current U.S. Tax Reporting Requirements
This newsletter discusses the major current U.S. tax reporting requirements for the asset protection trust.
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. […]
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”?
Firearms and protection from civil liability
With the heated debate on gun control dominating headlines and social media in recent years, a lesser-discussed aspect of gun ownership is not getting sufficient attention. The number of cases highlighting the civil liability pertaining to gun ownership are increasing, and gun owners in states with a strong anti-gun mentality are finding themselves up against […]
Click map for directions
Connect
Connect with us on the following social media platforms.