Subscribe via RSS Feed Connect on LinkedIn View videos on YouTube

News & Updates

Uniform Voidable Transactions Act Adopted by ULC

Uniform Voidable Transactions Act Adopted by ULC

Our Uniform Law Commission (ULC) unanimously adopted (this week) the Uniform Voidable Transactions Act.

Continue Reading »

“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 […]

Continue Reading »

Discussing asset protection with your clients: a guide for attorneys, CPAs, and financial planners

Discussing asset protection with your clients: a guide for attorneys, CPAs, and financial planners

According to the Wall Street Journal (July 15 – 16, 2006), asset protection planning has become “mainstream” planning.  And just as planning professionals are obligated to advise clients on estate planning and financial planning matters, many feel that the same professionals are now ethically obligated to advise clients on asset protection matters. To determine if […]

Continue Reading »

E-Filing Requirement for FBAR

E-Filing Requirement for FBAR

Effective July 1, 2013, those required to file FBARs (Report of Foreign Bank and Financial Accounts) must do so online through an e-filing portal on the Department of the Treasury’s website.

Continue Reading »

Madoff Claw-back Case Reveals Flawed Asset Protection

Madoff Claw-back Case Reveals Flawed Asset Protection

Attorneys of Donlevy-Rosen & Rosen analyze how a former Madoff client lost everything to a shaky asset protection plan

Continue Reading »

BNA Publishes Partners’ Article on Ohio Asset Protection Law

BNA Publishes Partners’ Article on Ohio Asset Protection Law

This month’s publication of BNA Tax Management’s Estates, Gifts and Trusts Journal includes a new article by Howard Rosen, Esq. and Patricia Donlevy-Rosen, Esq. titled “A Review and Critique of the Asset Protection Aspects of The 2013 Ohio Legacy Trust Act.”

Continue Reading »