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Qualifications & Experience Unequaled Experience in Asset Protection Planning. Why Clients Choose Our Firm More than 35 years implementing offshore asset protection trusts. No creditor has breached a structure we created REVIEW OUR APPROACH > Proven Asset Protection
Strategies
Built to hold under litigation, creditor pressure, and cross-border jurisdictional risk. Why Clients Choose Our Firm More than 35 years implementing offshore asset protection trusts. No creditor has breached a structure we created REVIEW OUR APPROACH >

Why Individuals Chose Our Firm

Asset protection isn’t theoretical.
It gets tested — in court, across jurisdictions, against creditors trying to reach your assets.

The issue isn’t who created the structure.
The issue is whether it holds when it’s challenged.

 

PROOF BLOCK 1

More Than 35 Years of Implementation

We have been designing and implementing offshore asset protection trusts for over three decades — across multiple jurisdictions and legal environments.

This is not a recent practice area.
It is the foundation of our firm.

It is the foundation of our firm.

PROOF BLOCK 2

No Successful Breaches

No creditor — including the United States government —
has ever successfully penetrated a structure we created.

Not once.

 

How to Select an Asset Protection Attorney

Version A

How to Select an Asset Protection Attorney

Selecting an asset protection attorney is not a minor decision — especially in a space where many who advertise these services have little real experience.

The issue is not who offers it.
The issue is who has actually done it — and done it under scrutiny.

We’ve outlined fourteen questions you should ask before retaining any asset protection attorney.

Version B

Choosing an asset protection attorney requires more than reviewing a website or credentials.

Many firms advertise these services.
Few have meaningful experience implementing them.

The difference becomes clear when the work is examined.

We’ve developed fourteen questions to help you separate the qualified from the unqualified.

Version C

Many attorneys advertise asset protection services.
Very few have real experience implementing them.

This is not a category where assumptions hold up.

Before retaining any firm, there are specific questions that should be answered.

We’ve outlined fourteen of them

PROOF BLOCK 3

Built Infrastructure, Not Isolated Structures

Over the years, we have built a cohesive offshore infrastructure that supports every structure we design, including:

  • Independent offshore lenders for real estate protection strategies
  • Trustee companies
  • Trust protector entities
  • Offshore financial institutions

Each component is selected, aligned, and integrated —
so the structure functions as a system, not a document.

 

Direct Access. Clear Communication.

We remain highly accessible to our clients.

Questions are addressed directly.
Decisions are made with clarity.
And communication is never filtered through layers of intermediaries.

No Surprise Billing

All fees are disclosed in advance.

No unexpected charges.
No ambiguity.
No billing practices that create friction after the relationship begins.


CLOSE

When asset protection is approached correctly,
it is not about avoiding risk —

It is about controlling it.

 

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    Please Check all that apply:

    I am not being sued or threatened with a lawsuit and there are no judgments against meA lawsuit was filed against me or my businessReal estate owned by me or my business is in foreclosureThere is a judgment against me or my businessI owe (or my business owes) money to the IRS, FTC, SEC, or other government agency

    I have cash &/or publicly traded securities to protect as follows (outside of IRA's):

    Less than $1mil$1mil - $2mil$2mil - $10milGreater than $10mil

    In additional to the above liquid assets, I have the following assets to protect:

    LLC Membership(s) / Partnership interest(s)Accounts receivableInventoryContracts, promissory notes, or other income-producing assetsVesselsHigh-value personal property (such as jewelry, antiques, art, etc)OtherReal estate (If Real Estate, please state the value of the property(ies) over any existing liens)

    I am a resident of:

    We are happy to answer general questions about asset protection planning, including questions about our qualifications and experience in the field, during a complementary discussion. To discuss your case, assets, liabilities, or for legal advice regarding the same, we require a scheduled consultation for which we charge a flat fee of $515.

    Select one:

    I would like to schedule a complementary discussion regarding the types of planning you offer and your qualifications.I am ready to schedule a consultation to discuss my case, assets, liabilities, and get recommendations on asset protection planning.

    How did you find our firm?
    Select one:

    GoogleLawyers.comOther Search EngineProfessional referral (Attorney, CPA, Financial Planner)Other referral (colleague, friend, etc)

    For referrals, please provide the name of the person who referred you:

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    Our Team

    The law firm of Donlevy-Rosen & Rosen, P.A. is a boutique law

    practice with a focus on offshore asset protection planning.

    “Extensive Experience With Offshore Asset Protection Planning.” Complete Biography: Howard Rosen is an AV® Preeminent™ rated Attorney and Certified Public Accountant practicing law in Miami, Florida, as a shareholder in the […]

    “Regarded as an Authority on Asset Protection Subjects.” Complete Biography: Patricia Donlevy-Rosen is an AV® Preeminent™ rated Attorney practicing law in Miami, Florida, as a shareholder in the firm of Donlevy-Rosen & […]

    We invite you to contact us and welcome your calls, letters and electronic mail.

    Implementing Offshore Asset Protection Strategies for More than 34 Years.

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