Patricia Donlevy-Rosen and Howard Rosen met with the chairman and the CEO of the Cook Islands Financial Services Development Authority, senior officials of the largest Cook Islands bank, and the four major Cook Islands trust companies as part of their periodic on-site due diligence update.
This newsletter discusses litigation risks associated with the sale of a business and what a smart seller should do to protect the sale proceeds.
This newsletter discusses some loopholes to the protection of your homestead, and what you can do to close those loopholes and ensure that protection.
Attorneys Howard Rosen and Patricia Donlevy-Rosen have just released Asset Protection: A Guide for Professionals, an essential addition to the libraries of attorneys, accountants, and financial professionals seeking to improve their understanding of asset protection planning in order to better serve clients’ wealth protection needs.
This newsletter discusses protecting an inherited IRA and your own IRA from creditors, particularly in view of the 2014 Supreme Court case of Clark v. Rameker.
Individuals with significant net worth and charitable goals should consider an asset protection strategy to ensure that their charitable goals will be met. Our contingency fee legal system makes it relatively easy for a lawsuit – justifiable or not – to be brought against a “high value target”. Therefore prudent planning dictates asset protection to be certain that charitable and other dispositions will be made as desired.
Attorneys Patricia Donlevy-Rosen & Howard Rosen often receive media attention in the US as a result of their prominence in the field of offshore asset protection planning. However, their recent trip to the Cook Islands (where they consulted with officials on new legislation) was covered in detail by the Cook Islands News – a first for the attorneys!