Subscribe via RSS Feed Connect on LinkedIn View videos on YouTube

By Howard Rosen

PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

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.

Continue Reading »

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

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.

Continue Reading »

Asset Protection Trusts: Current U.S. Tax Reporting Requirements

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.

Continue Reading »

SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

This newsletter discusses litigation risks associated with the sale of a business and what a smart seller should do to protect the sale proceeds.

Continue Reading »

SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

This newsletter discusses some loopholes to the protection of your homestead, and what you can do to close those loopholes and ensure that protection.

Continue Reading »

ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise

ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise

This newsletter discusses protecting an inherited IRA and your own IRA from creditors, particularly in view of the 2014 Supreme Court case of Clark v. Rameker.

Continue Reading »