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Tag: attorney

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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Attorneys should practice what they preach: asset protection planning for lawyers and other professionals

November 23, 2015
Attorneys should practice what they preach: asset protection planning for lawyers and other professionals

Lawyers involved in asset protection planning on a daily basis often forget to adequately protect themselves and their firms from litigation. While we maintain asset protection for our personal and company assets (as we have done for decades), many attorneys we work with have yet to protect their own assets.

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Free webinar for attorneys, CPAs, and financial planners

October 22, 2014
Free webinar for attorneys, CPAs, and financial planners

The law firm of Donlevy-Rosen & Rosen, P.A. and City National Rochdale have partnered to provide a one hour webinar for professionals, including attorneys, CPAs, and financial planners. The webinar, which is free for pre-registered attendees, will feature keynote speakers Howard Rosen, Esq, of Donlevy-Rosen & Rosen, P.A., and Neal Rubin of City National Rochdale.

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Asset Protection Speaker Howard Rosen to be Featured at the Accountant / Attorney Networking Group of Florida

Asset Protection Speaker Howard Rosen to be Featured at the Accountant / Attorney Networking Group of Florida

June 30, 2014 update: This seminar has been postponed. We will advise of the new date and location when rescheduled. Attorney Howard Rosen will be conduct a seminar for the Accountant / Attorney Networking Group of Florida on July 10, 2014. The seminar, titled “Offshore Asset Protection – What You Need To Know”, will be a […]

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