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.
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.
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 […]