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 […]
We’ve said it before and we will say it again, Domestic Asset Protection Trusts (“DAPTs”) are not reliable. Can they work sometimes? Of course. Would you use a seatbelt that worked sometimes? Of course not. As if additional evidence of this was needed, the Bertrans and their Toni 1 Trust have come along to provide […]
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 […]
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”?
Toni 1 Trust Case Provides Roadmap to DAPT Failure
We’ve said it before and we will say it again, Domestic Asset Protection Trusts (“DAPTs”) are not reliable. Can they work sometimes? Of course. Would you use a seatbelt that worked sometimes? Of course not. As if additional evidence of this was needed, the Bertrans and their Toni 1 Trust have come along to provide […]
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 […]
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
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 […]
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 […]
LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!
We have often stated that the only way for a creditor to “get at” the assets held in a properly structured Cook Islands asset protection trust is for the creditor to bring a case in the Cook Islands. Why? The Cook Islands court is the only court which has jurisdiction (power) over the trustee, which, under trust law, is the holder of legal title to trust assets.
PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED
Today, with the ongoing turmoil in Venezuela, asset protection planning has taken on a more important aspect: protecting assets from confiscation by Venezuela (and other governments of that type), regardless of whether one desires to immigrate to the US.
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.
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 […]
Toni 1 Trust Case Provides Roadmap to DAPT Failure
We’ve said it before and we will say it again, Domestic Asset Protection Trusts (“DAPTs”) are not reliable. Can they work sometimes? Of course. Would you use a seatbelt that worked sometimes? Of course not. As if additional evidence of this was needed, the Bertrans and their Toni 1 Trust have come along to provide […]
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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