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BFI Inner Circle Forum 2019

BFI Inner Circle Forum 2019

Patricia Donlevy-Rosen & Howard Rosen will be among the presenters at the the BFI Inner Circle Forum 2019 to be held at the Green Valley Ranch Resort in Henderson, Nevada, September 26 – 28, 2019. Patricia will discuss the special strategies required to implement asset protection for real estate and Howard will discuss offshore wealth protection trust strategies.

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Legal Education Program Sponsored by the Osgoode Hall Law School

Legal Education Program Sponsored by the Osgoode Hall Law School

April 23 2019 Both Patricia and Howard will participate in a nationwide Canadian continuing legal education program sponsored by the Osgoode Hall Law School (at York University, Toronto, Canada). Howard will discuss drafting strategies for the offshore asset protection trust and Patricia will discuss special techniques for protecting real estate from creditors.

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Southpac Offshore Planning Institute at the Four Seasons Hotel in Nevis

Southpac Offshore Planning Institute at the Four Seasons Hotel in Nevis

May 1 – 3 2019 Both Patricia and Howard will participate in the Southpac Offshore Planning Institute at the Four Seasons Hotel in Nevis. Howard will discuss both drafting strategies and federal tax reporting requirements for the offshore asset protection trust and Patricia will discuss special techniques for protecting real estate from creditors. Both Patricia […]

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Continuing legal education program for the Dallas Bar Association

Continuing legal education program for the Dallas Bar Association

June 7 2019 Both Patricia and Howard will be presenting a continuing legal education program for the Dallas Bar Association. Howard will discuss drafting strategies for the offshore asset protection trust and Patricia will discuss special techniques for protecting real estate from creditors.

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Continuing education program for attorneys and CPA’s sponsored by the National Business Institute

Continuing education program for attorneys and CPA’s sponsored by the National Business Institute

September 17 & 19 2019 Both Patricia and Howard will participate in a continuing education program for attorneys and CPA’s sponsored by the National Business Institute (in both Miami & West Palm Beach, Florida).

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Asset Protection Planning With Offshore Trusts

Asset Protection Planning With Offshore Trusts

October 14 2019 Howard will present “Asset Protection Planning With Offshore Trusts” in a continuing legal education program sponsored by the Orange County Bar Association (Florida).

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