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Offshore Asset Protection Trust Experts to Host Invitational Luncheon

February 15, 2017
Offshore Asset Protection Trust Experts to Host Invitational Luncheon

The law firm of Donlevy-Rosen & Rosen, P.A. will be hosting a luncheon for estate planning attorneys in Coral Gables, Florida. The topic? Conflating offshore asset protection trusts with estate planning. The invite-only luncheon will be held in March. This is the second luncheon held by the firm in 2017, the first recently occurring at […]

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Post-election planning: protecting your assets without moving to Canada

November 30, 2016
Post-election planning: protecting your assets without moving to Canada

What practical things can Americans do to protect their assets during a transition year? Is it possible to insulate assets from U.S. policies? Can you separate wealth from the performance of the U.S. Dollar? Can and should you “move to Canada”?

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Firearms and protection from civil liability

November 7, 2016
Firearms and protection from civil liability

With the heated debate on gun control dominating headlines and social media in recent years, a lesser-discussed aspect of gun ownership is not getting sufficient attention. The number of cases highlighting the civil liability pertaining to gun ownership are increasing, and gun owners in states with a strong anti-gun mentality are finding themselves up against […]

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Common client questions: are assets in an offshore trust safe from theft and fraud?

September 26, 2016
Common client questions: are assets in an offshore trust safe from theft and fraud?

What protections are afforded assets in an offshore trust from fraud and theft by the trust company and its employees?

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Common client questions: Divorce and asset protection trusts

August 16, 2016
Common client questions: Divorce and asset protection trusts

This article in our Common Client Questions Series focuses on an unpopular subject, but one that affects 2.4 million Americans each year: divorce. Divorce attorneys dislike asset protection planning. Unlike other litigation where the plaintiff’s attorney often works on a contingency fee basis, in a divorce proceeding both attorneys have a financial interest in prolonging […]

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