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.
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.
This newsletter discusses contempt of court, and a new case that reaffirms the right to establish offshore trusts without fear of incarceration.
Attorney Howard Rosen will be the featured speaker at a January 21, 2014 meeting of the Estate Planning Council of Manatee County. Howard’s presentation, titled “Asset Protection with Offshore Trusts”, will take place at a lunch meeting beginning at noon at the Bradenton Country Club. One hour of continuing education credit may be available, as […]
According to the Wall Street Journal (July 15 – 16, 2006), asset protection planning has become “mainstream” planning. And just as planning professionals are obligated to advise clients on estate planning and financial planning matters, many feel that the same professionals are now ethically obligated to advise clients on asset protection matters. To determine if […]
In today’s society litigation is often used a means for the accumulation of wealth — not only for greedy plaintiffs, but for their unscrupulous lawyers as well. The proliferation of all types of liability claims and new theories of liability, coupled with ever-increasing insurance premiums and defense costs have stunned the business and professional community in the United States.