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By Sam Phillips

Ohio Asset Protection: Loopholes and Limitations

Ohio Asset Protection: Loopholes and Limitations

The Ohio Legacy Trust Act goes into effect on March 27, 2013. The act purports to be a domestic asset protection trust solution. The reality is that Ohio is merely the latest state to enact law that protects assets from creditors “sometimes.”

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Howard Rosen to Lead Two Asset Protection Seminars at AAA-CPA Annual Meeting

Howard Rosen to Lead Two Asset Protection Seminars at AAA-CPA Annual Meeting

Howard Rosen, a shareholder of the law firm of Donlevy-Rosen & Rosen, P.A., will lead two seminars as a Faculty Member for this year’s Annual Meeting of the American Association of Attorney-Certified Public Accountants (AAA-CPA).

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In re Marciano – an analysis of the impossibility defense in contempt

In re Marciano – an analysis of the impossibility defense in contempt

For the past two decades, naysayers jump at any case where a debtor is held in contempt and happens to have a trust, with the overt statement or implication that asset protection planning results in contempt. The most recent case drawing such attention comes to us from California in the form of Marciano, and close analysis reveals very different reasons for the debtor’s incarceration.

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New Article on Rush University Case

New Article on Rush University Case

A controversial case in the field of asset protection is analyzed by asset protection attorneys.

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Estate Freeze Presentation at Sailfish Chapter of FICPA

Estate Freeze Presentation at Sailfish Chapter of FICPA

Howard Rosen will be presenting “Estate Freeze Planning Using Offshore Trusts” to the Sailfish Chapter of the FICPA.

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Rochdale Trader Arrested … But Not That Rochdale

Rochdale Trader Arrested … But Not That Rochdale

The New York Times and others recently reported the arrest of a Rochdale Securities trader, along with financial difficulties the firm is now suffering.

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