Howard Rosen, attorney, CPA, author, and expert on offshore asset protection planning, will be the featured speaker at the September 7, 2016 meeting of the Bay County Bar Association.
With the rising popularity of asset protection trusts as a vehicle for protecting wealth, lawyer and author Howard Rosen is a busy man educating fellow attorneys on offshore asset protection planning and his practice. His most recent seminar was hosted by the Estate Planning Council of Greater Miami, held at the University of Miami on […]
Attorney, author, and guest speaker Howard Rosen will present a Webinar Study Group sponsored by the American Academy of Attorney-Certified Public Accountants. The January 28 study group is open to all professionals for registration, and free to AAA-CPA members. Howard’s program, titled “Special Drafting Considerations For Asset Protection Trusts”, is also available for CLE and/or […]
Attorney, author, and guest speaker Howard Rosen will present a continuing education seminar for the Eastern Alameda County Bar Association (EACBA). The January 21 luncheon program is open to all (members and non-members). Howard’s program, titled “PROTECTING YOUR CLIENT’S ASSETS FROM POTENTIAL CREDITORS”, will take place at 12:15pm at Handles Gastropub (old Pleasanton Hotel), 855 […]
Donlevy-Rosen & Rosen, P.A. will be hosting an invitational seminar luncheon at the Heckerling. The January 13, 2016 seminar is available to thirty attorneys who wish to offer asset protection strategies to their clients.
June 9, 2017. Rarotonga, Cook Islands The Cook Islands Offshore Planning Association (CIOPA) announced today that attorneys Howard Rosen and Patricia Donlevy-Rosen have been awarded Founding Member status in recognition of their level of expertise, qualifications, and experience in offshore planning exhibited during their distinguished careers. “We reserve the title of Founding Member to those […]
Cook Islands Trust Company Updates
By Tarita Hutchinson, Managing Director, Southpac Trust COOK ISLANDS UPDATES THE FTRA The Cook Islands will debate the Financial Transactions Reporting Bill at its next session of Parliament. The bill is designed to replace the 2004 Financial Reporting Transactions Act as part of the jurisdictions on-going commitment to providing high quality financial services to global […]
Offshore Asset Protection Trust Experts to Host Invitational Luncheon
The law firm of Donlevy-Rosen & Rosen, P.A. will be hosting a luncheon for estate planning attorneys in Coral Gables, Florida. The topic? Conflating offshore asset protection trusts with estate planning. The invite-only luncheon will be held in March. This is the second luncheon held by the firm in 2017, the first recently occurring at […]
Patricia Donlevy-Rosen, Esq. is a shareholder (partner) of the law firm of Donlevy-Rosen & Rosen, P.A. Her notable publications include the RIA Tax Advisors Planning Series titled "Asset Protection Planning". Due to Patricia's extensive experience with offshore asset protection planning and the protection of immovable assets, she is regarded as an authority on the subjects among her peers. ... Read More
Howard Rosen, Esq. is a shareholder (partner) of the law firm of Donlevy-Rosen & Rosen, P.A. His notable publications include the BNA Tax Management Portfolio titled "Asset Protection Planning" (1994, 2002), of which he is a founding author. Due to Howard's extensive experience with offshore asset protection planning and the related tax issues, he is regarded as an ... Read More
Howard Rosen, attorney, CPA, author, and expert on offshore asset protection planning, will be the featured speaker at the September 7, 2016 meeting of the Bay County Bar Association.
With the rising popularity of asset protection trusts as a vehicle for protecting wealth, lawyer and author Howard Rosen is a busy man educating fellow attorneys on offshore asset protection planning and his practice. His most recent seminar was hosted by the Estate Planning Council of Greater Miami, held at the University of Miami on […]
Howard Rosen will present January webinar sponsored by the Asset Protection Committee of the AAA-CPA
Attorney, author, and guest speaker Howard Rosen will present a Webinar Study Group sponsored by the American Academy of Attorney-Certified Public Accountants. The January 28 study group is open to all professionals for registration, and free to AAA-CPA members. Howard’s program, titled “Special Drafting Considerations For Asset Protection Trusts”, is also available for CLE and/or […]
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This newsletter discusses a new strategy to protect real estate when one does not have an offshore trust.
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.
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This newsletter discusses litigation risks associated with the sale of a business and what a smart seller should do to protect the sale proceeds.
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What practical things can Americans do to protect their assets during a transition year? Is it possible to insulate assets from U.S. policies? Can you separate wealth from the performance of the U.S. Dollar? Can and should you “move to Canada”?
Firearms and protection from civil liability
With the heated debate on gun control dominating headlines and social media in recent years, a lesser-discussed aspect of gun ownership is not getting sufficient attention. The number of cases highlighting the civil liability pertaining to gun ownership are increasing, and gun owners in states with a strong anti-gun mentality are finding themselves up against […]
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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