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.
Being aware of the fact that general U.S. trust law will not be effective to protect trust assets from a settlor-beneficiary’s creditors, and seeking to obtain potential trust business, the legislatures of a number of states (nineteen as of January 1, 2020) – most notably Alaska, Delaware and South Dakota, have enacted varying degrees of […]
Let’s face it: The goal of the modern day asset protection trust is to preserve and protect your assets for your own use and benefit during your lifetime. “Having your cake and eating it too” – in a financial sense. This is the very definition of a self-settled trust. Self-settled trusts began as a protective […]
What is a “trust protector”? Although our common law of trusts dates back almost 1,000 years, the concept of the trust protector is a 20th century development, primarily used in offshore asset protection trusts.
Congratulations! You’ve won that big promotion, come into an inheritance, or sold your company at a tidy profit. Now what? You, my friend, have a wealth problem. As problems go, that’s a good one to have. You can pay off your mortgage, quit worrying about sending your kids to good colleges, take a well-deserved vacation. […]
Potential clients often call us asking if we can set up an “offshore account” for them. Is this what they really mean, or are they (or should they be) asking about an offshore trust? In this issue we’ll compare the asset protection efficacy of an individual establishing an offshore account versus establishing an offshore trust which itself establishes an offshore account.