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HOW TO SELECT AN ASSET PROTECTION ATTORNEY

HOW TO SELECT AN ASSET PROTECTION ATTORNEY

14 questions to ask your prospective lawyer about asset protection.

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UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS

UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 2 • July / August 2020 INTRODUCTION. Parents and other relatives often establish financial accounts for minor children as a means of making a “controllable” gift to a minor. This is accomplished by establishing a custodial account at a financial institution for the benefit […]

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FINANCING / SERVICING THE TRIBAL LENDING ENTERPRISE: WHAT YOU NEED TO DO TO PROTECT YOURSELF

FINANCING / SERVICING THE TRIBAL LENDING ENTERPRISE: WHAT YOU NEED TO DO TO PROTECT YOURSELF

By: Howard Rosen, Attorney, © 2020 Donlevy-Rosen & Rosen, P.A. Published by: https://thebusinessoflending.com/the-blog/ on May 14, 2020 Anyone in the business of financing or servicing a tribal lending enterprise (TLE) is aware of the controversies involved in that business. Notwithstanding the facts that numerous court cases have supported tribes’ ability to carry on these businesses, […]

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What is asset protection planning? (video)

What is asset protection planning? (video)

Howard Rosen explains asset protection planning.

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Protecting IRAs and other retirement plans (video)

Protecting IRAs and other retirement plans (video)

How can you protect IRAs and other retirement plans? Patricia Donlevy-Rosen explains.

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What is an offshore trust? (video)

What is an offshore trust? (video)

What is an offshore trust and how it is used in asset protection? Howard Rosen answers these questions and more in this video.

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