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Speaking Engagements

Donlevy-Rosen & Rosen, P.A. is pleased to offer guest speakers or lecturers on the topic of asset protection planning to appropriate groups across the country.  Attorneys Howard Rosen and Patricia Donlevy-Rosen each provide unique, engaging, and informative presentations to attorneys, CPAs, financial planners, or any other interested group.

Sample presentation topics include:

  • Drafting the Offshore Trust
  • Protecting Immovable Assets
  • Reducing Estate Tax through Estate Freeze Planning

and others…