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By Howard Rosen

PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!

April 20, 2017
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.

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Common client questions: are assets in an offshore trust safe from theft and fraud?

September 26, 2016
Common client questions: are assets in an offshore trust safe from theft and fraud?

What protections are afforded assets in an offshore trust from fraud and theft by the trust company and its employees?

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Common client questions: Divorce and asset protection trusts

August 16, 2016
Common client questions: Divorce and asset protection trusts

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 […]

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Money managers and brokers: Protecting the assets without losing the client

July 20, 2016
Money managers and brokers: Protecting the assets without losing the client

Money managers and brokers find themselves uniquely positioned to advise their clients on a range of issues, including asset protection. Whether they are queried by the client, or are proactively counseling the client on risk, advisors often steer client decision making on the various options for asset protection planning. Unfortunately, some effective options for asset […]

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Common client questions: What happens when I die, when my spouse dies?

June 29, 2016
Common client questions: What happens when I die, when my spouse dies?

What happens when I die, when my spouse dies? The trust has built-in mechanisms to handle the death of one settlor, the simultaneous death of both settlors, and the needs of the surviving settlor.

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