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SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR
2020 - OUR 28TH YEAR OF PUBLICATION! Volume XXVII • Number 3 • September 2020 TIME IS OF THE ESSENCE -
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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
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The Domestic Asset Protection Trust
2019 - OUR 27th YEAR OF PUBLICATION! Being aware of the fact that general U.S. trust law will not be
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Self-Settled Trusts in General
2019 - OUR 27th YEAR OF PUBLICATION! Let’s face it: The goal of the modern day asset protection trust is
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WHO SHOULD BE THE TRUST PROTECTOR OF YOUR ASSET PROTECTION TRUST? IT REALLY DOES MATTER!
What is a "trust protector"? Although our common law of trusts dates back almost 1,000 years, the concept of
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How Best to Protect Your Good Fortune and Secure Your Financial Future
2019 - OUR 27th YEAR OF PUBLICATION! Congratulations! You’ve won that big promotion, come into an inheritance, or sold your
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OFFSHORE TRUSTS & OFFSHORE ACCOUNTS: WHAT’S THE DIFFERENCE?
Potential clients often call us asking if we can set up an “offshore account” for them. Is this what
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LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!
We have often stated that the only way for a creditor to “get at” the assets held in a
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PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED
Today, with the ongoing turmoil in Venezuela, asset protection planning has taken on a more important aspect: protecting assets
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PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!
This newsletter discusses a new strategy to protect real estate when one does not have an offshore trust.
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SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!
This newsletter discusses some loopholes to the protection of your homestead, and what you can do to close those
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ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise
This newsletter discusses protecting an inherited IRA and your own IRA from creditors, particularly in view of the 2014
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PEST CONTROL – A RISKY BUSINESS: WHAT YOU NEED TO DO TO PROTECT YOURSELF
By: Howard Rosen, Attorney, © 2021 Donlevy-Rosen & Rosen, P.A. Direct line: 305-459-3289 Anyone in the pest control business (PCB) is
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HOW TO SELECT AN ASSET PROTECTION ATTORNEY
14 questions to ask your prospective lawyer about asset protection.
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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
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ASSET PROTECTION UPDATE: FRACKING – Here it comes….
©2019 By: Howard Rosen, Esq., Donlevy-Rosen & Rosen, P.A. Fracking has become a dirty word in the media, largely because
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Asset Protection – Going Offshore May Yield the Best Results
Years ago asset protection planning was an infrequently discussed topic between CPAs and their clients. Today, however, the topic
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Amendment 8 – How to Protect Yourself
Amendment 8 prohibits a physician who has been “found to have committed three or more incidents of medical malpractice
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In Asset Protection Legislation, Alaska Takes a Leap Ahead of Other States, But It’s Still a State
On July 10, 2003, Alaska amended its 1997 Alaska Trust Act (the "2003 Bill") in an effort to stay
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A Review and Critique of the 2003 Utah Trust Law Amendments
On March 22, 2003, Utah joined the growing list of states which have enacted asset protection trust legislation. This
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Trusts – a ‘Limited’ Combination
There is now available a superior trust structure in which a single-member Nevis limited liability company (LLC) is used
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Saving Estate Taxes in the U.S. Through Offshore Trusts
Usually articles and studies concerning offshore trusts have focused on their use for asset protection. However another, very important,
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Protecting US Client Assets with Offshore Annuities and Trusts
Financially savvy US clients with sizable portfolios look to shield their investments from unexpected market fluctuations by portfolio diversification,
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An Overview of Offshore Annuities in Wealth Preservation Strategies
Combining a carefully selected offshore annuity with a properly designed offshore trust can provide a powerful asset protection planning