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Tax Reporting for a Foreign Trust (Video)

March 10, 2018
Tax Reporting for a Foreign Trust (Video)

How does an offshore planning structure affect tax reporting requirements? Attorney Howard Rosen explains the federal reporting requirements for a foreign trust.

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Planning for a Divorce (Video)

February 15, 2018
Planning for a Divorce (Video)

How can asset protection planning be utilized to plan for a divorce? Attorney Patricia Donlevy-Rosen explains how an offshore trust can be utilized for premarital and postmarital planning.

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Estate planning and a foreign trust: how do they combine? (Video)

January 11, 2018
Estate planning and a foreign trust: how do they combine? (Video)

How does an offshore asset protection trust incorporate conventional estate planning? Attorney Howard Rosen explains how his offshore trusts accomplish both asset protection and estate planning functions.

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How can you protect real estate without an offshore trust? (Video)

December 20, 2017
How can you protect real estate without an offshore trust? (Video)

How can you effectively protect real estate without an offshore trust? Attorney Howard Rosen explains a new planning strategy to protect US real estate.

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When should your clients consider asset protection planning?

October 20, 2017
When should your clients consider asset protection planning?

How far in advance should wealth preservation planning be implemented, and when is it too late to protect your clients’ assets? Because timing can be so important to the success of a wealth preservation plan, you should keep these seven considerations in mind when advising your client on planning implementation.   It is never too […]

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