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Attorney Referrals

Offshore asset protection planning is a niche legal practice requiring extensive knowledge in the applicable areas of state, federal, and international law.

Because many practitioners lack the necessary experience in drafting foreign trust agreements (as well as the knowledge of related tax implications and various offshore jurisdictions), we find that co-counsel relationships benefit the referring attorney as well as the client.

Unparalleled Training and Experience in Offshore Asset Protection.

The American Bar Association and the Florida Bar permit co-counsel arrangements. We encourage attorneys to consult with their state bar prior to entering into a co-counsel agreement with another attorney.

Benefits of a co-counsel relationship with Donlevy-Rosen & Rosen, P.A. include:

Confidence in our planning.

We will respect you as the client’s primary attorney and lead on the planning.  Our qualifications and years of experience in the field of offshore asset protection planning will enhance the value of your services.

Keep your client’s business.

The risk with referring a client to another attorney is that you lose that client’s business.  Our only practice area is offshore asset protection planning.  As such, we will not try to poach additional business from your client.

Reduce malpractice liability.

An attorney preparing his/her first asset protection trust will be required to invest significant time in research and drafting – time that your client may not have.  While you are “re-inventing the wheel”, your client may be sued or encounter some other event that would preclude the implementation of the planning.  Once again, you have exposed yourself and your client to preventable liability.

Meet ethical requirements.

The model rules of professional conduct, adopted by most state bars, require an attorney to practice only in areas where he/she is competent.  Competency is measured by a lawyer’s “requisite knowledge and skill”, “training and experience in the field in question”, and the “complexity and specialized nature of the matter.”  Practicing in the field of asset protection planning without these requirements can be considered unethical conduct, and subject to disciplinary proceedings.

Earn fees on the planning.

Your participation in the planning process will entitle you to a commensurate portion of the legal fees earned on the project.

“We Are Experts In Offshore Asset Protection With Over 30 Years of Experience.”

Serving Clients Across the United States and Abroad.

CPA Referrals

CPAs are uniquely positioned to advise theirs clients on financial planning. The annual preparation of tax returns and financial statements often fosters conversations on the client’s financial well-being and stability.

We recommend that CPAs discuss asset protection with their clients, and when applicable, refer the client to a qualified asset protection attorney.  We would welcome the opportunity to be of service to you and your clients in this regard.

A Mutually Beneficial Relationship.

Offshore asset protection planning is a niche legal practice requiring extensive knowledge in the applicable areas of state, federal, and international law.  Many legal practitioners do not have necessary experience in drafting foreign trust agreements (as well as the knowledge of related tax implications and various offshore jurisdictions).  As such, most estate planning attorneys lack the requisite knowledge to implement offshore asset protection planning.

Benefits of referring your client to Donlevy-Rosen & Rosen, P.A. include:

Earn fees on additional reporting.

Most offshore structures require the preparation of additional returns and foreign account reporting – for which you can earn additional fees from your client.

Confidence in our planning.

We will respect you as the client’s tax preparer and accountant.  Our qualifications and years of experience in the field of offshore asset protection planning will support and enhance the value of your services, not replace them.

Keep your client’s business.

The risk with referring a client to another attorney is that you lose that client’s tax business.

Reduce malpractice liability.

The implementation of asset protection planning should only be done by an experienced and qualified attorney. CPAs who give legal advice or implement structures for their clients are subject to malpractice claims, and additional civil or criminal liability for the unlicensed practice of law.

We invite you to contact us so we can discuss a
mutually beneficial relationship.