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OFFSHORE TRUST COMPANY TRUST FORMS
2023 - Published Since 1992 Volume XXVIII • Number 1 • January 2023 INTRODUCTION We have recently been retained by several
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SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR
Volume XXVII • Number 3 • September 2020
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UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS
Volume XXVII • Number 2 • July / August 2020
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CAN YOU BE LIABLE FOR YOUR TEENAGER’S ACTS? YES YOU CAN BE!
Volume XXVII • Number 1 • January 2020
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WHO SHOULD BE THE TRUST PROTECTOR OF YOUR ASSET PROTECTION TRUST? IT REALLY DOES MATTER!
Volume XXVI • Number 2 • June 2019
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OFFSHORE TRUSTS & OFFSHORE ACCOUNTS: WHAT’S THE DIFFERENCE?
Volume XXVI • Number 1 • January 2019
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LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!
Volume XXV • Number 1 • May 2018
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PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED
Volume XXIV • Number 2 • August – September 2017
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PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!
Volume XXIV • Number 1 • April – May 2017
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SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!
Volume XXIII • Number 1 • March – April 2015
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ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise
Volume XXII • Number 3 • November 2014
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CONTEMPT OF COURT – PART 2: Self-Created Impossibility Defense
Volume XXII • Number 2 • June 2014
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Ohio Legacy Trusts: A New “Protective” Trust Law?
Volume XXI, Number 2 – February/March 2013
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Rush University Case: What Could Have Been Done Differently?
Volume XXI, Number 1 – January 2013
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Selected Planning Issues: Planning After the Lawsuit – Can it be Done?
Volume XX • Number 3 • August 2011
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Titling Assets: Pitfalls to be Avoided – Part II
Volume XX, Number 2 – February 2011
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Coming Up on Spotlight Television Leading Asset Protection Attorneys Howard Rosen and Patricia Donlevy-Rosen of Donlevy-Rosen & Rosen
Creditors, Predators, and Taxes, today's assets are at risk from more than just lawsuits. That's why it's important to
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PEST CONTROL – A RISKY BUSINESS: WHAT YOU NEED TO DO TO PROTECT YOURSELF
Anyone in the pest control business (PCB) is aware of the risks and controversies involved in that business
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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
Anyone in the business of financing or servicing a tribal lending enterprise (TLE) is aware of the controversies involved
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ASSET PROTECTION UPDATE: FRACKING – Here it comes….
Fracking has become a dirty word in the media, largely because of protests from environmentalists and prominent Hollywood stars
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The Domestic Asset Protection Trust
Being aware of the fact that general U.S. trust law will not be effective to protect trust assets from
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Self-Settled Trusts in General
Let’s face it: The goal of the modern day asset protection trust is to preserve and protect your assets
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How Best to Protect Your Good Fortune and Secure Your Financial Future
Congratulations! You’ve won that big promotion, come into an inheritance, or sold your company at a tidy profit. Now
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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
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Domestic Asset Protection Trusts: Do They Work?
Many seminars and articles of late have introduced and discussed the concept of domestic asset protection trusts. This is
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Internal Revenue Service Targets Abusive Trust Arrangements
Attorneys, accountants, and other professional advisors need to be aware of the significant "abusive trust arrangements" that may be