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SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 3 • September 2020 TIME IS OF THE ESSENCE – TAKE ADVANTAGE NOW INTRODUCTION As you know, the Trump tax cuts (2017 Tax Cuts and Jobs Act) created unprecedented opportunities for individuals and families to transfer their legacies in a tax-efficient manner. These cuts […]

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UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS

UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 2 • July / August 2020 INTRODUCTION. Parents and other relatives often establish financial accounts for minor children as a means of making a “controllable” gift to a minor. This is accomplished by establishing a custodial account at a financial institution for the benefit […]

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FINANCING / SERVICING THE TRIBAL LENDING ENTERPRISE: WHAT YOU NEED TO DO TO PROTECT YOURSELF

FINANCING / SERVICING THE TRIBAL LENDING ENTERPRISE: WHAT YOU NEED TO DO TO PROTECT YOURSELF

By: Howard Rosen, Attorney, © 2020 Donlevy-Rosen & Rosen, P.A. Published by: https://thebusinessoflending.com/the-blog/ on May 14, 2020 Anyone in the business of financing or servicing a tribal lending enterprise (TLE) is aware of the controversies involved in that business. Notwithstanding the facts that numerous court cases have supported tribes’ ability to carry on these businesses, […]

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CORONA VIRUS FINANCIAL CONCERNS – WHAT YOU CAN DO NOW

CORONA VIRUS FINANCIAL CONCERNS – WHAT YOU CAN DO NOW

© 2020 By Howard Rosen, Esq., Donlevy-Rosen & Rosen, P.A. Of course no one knows how we will come out of this crisis, but one thing is certain: there will be business failures with ripple effects. Can you prepare in any way for what is coming? Can you protect your financial well-being from what is […]

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CAN YOU BE LIABLE FOR YOUR TEENAGER’S ACTS? YES YOU CAN BE!

CAN YOU BE LIABLE FOR YOUR TEENAGER’S ACTS? YES YOU CAN BE!

“A liability nightmare scenario can result where one parent signs the teen’s license application and the teen drives a car owned by the other parent (or a car jointly owned by both parents).”

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“Domestic Asset Protection Trusts Can Fail” says Estate Planning Expert

“Domestic Asset Protection Trusts Can Fail” says Estate Planning Expert

A battle is raging between US-based attorneys over the use of Domestic Asset Protection Trusts (DAPTs) or their offshore counterparts (Foreign Asset Protection Trusts or FAPTs). Fifteen states (and counting) have enacted some form of asset protection trust legislation, but the efficacy of these DAPTs has been called into question since inception. At the 48th […]

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