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By Patricia Donlevy-Rosen

When should your clients consider asset protection planning?

October 20, 2017
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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PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

August 15, 2017
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.

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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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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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