Patricia Donlevy-Rosen & Howard Rosen will be among the presenters at the the BFI Inner Circle Forum 2019 to be held at the Green Valley Ranch Resort in Henderson, Nevada, September 26 – 28, 2019. Patricia will discuss the special strategies required to implement asset protection for real estate and Howard will discuss offshore wealth protection trust strategies.
Effective March 27, 2013, Ohio joined the growing list of states that have enacted asset protection trust legislation. This article provides a review and critique of the asset protection aspects of the Ohio Legacy Trust Act (Act).
This month’s publication of BNA Tax Management’s Estates, Gifts and Trusts Journal includes a new article by Howard Rosen, Esq. and Patricia Donlevy-Rosen, Esq. titled “A Review and Critique of the Asset Protection Aspects of The 2013 Ohio Legacy Trust Act.”