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Tag: estate freeze

PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

August 15, 2017
PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

Today, with the ongoing turmoil in Venezuela, asset protection planning has taken on a more important aspect: protecting assets from confiscation by Venezuela (and other governments of that type), regardless of whether one desires to immigrate to the US.

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Howard Rosen to Lead Two Asset Protection Seminars at AAA-CPA Annual Meeting

February 18, 2013 0 Comments
Howard Rosen to Lead Two Asset Protection Seminars at AAA-CPA Annual Meeting

Howard Rosen, a shareholder of the law firm of Donlevy-Rosen & Rosen, P.A., will lead two seminars as a Faculty Member for this year’s Annual Meeting of the American Association of Attorney-Certified Public Accountants (AAA-CPA).

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Estate Freeze Presentation at Sailfish Chapter of FICPA

January 3, 2013 0 Comments
Estate Freeze Presentation at Sailfish Chapter of FICPA

Howard Rosen will be presenting “Estate Freeze Planning Using Offshore Trusts” to the Sailfish Chapter of the FICPA.

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Estate Freeze Update: New Law – New Opportunity

Estate Freeze Update: New Law – New Opportunity Volume XX, Number 1 - JANUARY 2011 © Donlevy-Rosen & Rosen, P.A. INTRODUCTION. More than 10 years ago we wrote an issue of the APN on estate freeze planning (Vol. IX, No. 1). The essence of estate freeze planning is just what it sounds like: the value of an asset (or assets) is “frozen” at [...]

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