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.
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.
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!
Our new article published by the Miami Herald, titled “Planning to sell your business? Make sure your assets are protected”, gives entrepreneurs and business owners advice on how to protect the proceeds of the sale of a business.
Patricia Donlevy-Rosen and Howard Rosen, partners of the law firm of Donlevy-Rosen & Rosen, P.A., whose practice focuses on offshore asset protection planning, just returned from their 15th trip to the Cook Islands
Our Uniform Law Commission (ULC) unanimously adopted (this week) the Uniform Voidable Transactions Act.
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 […]