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.
Tag: tax planning
Howard Rosen discusses the tax consequences of implementing an offshore trust.
Combining a carefully selected offshore annuity with a properly designed offshore trust can provide a powerful asset protection planning option.