Estate Planning Council of Manatee County Speaking Event

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 […]

Offshore Trusts Safest Way To Protect Fixed Assets

Because the US court system often is unpredictable, the key to truly effective asset protection is to remove the ability to reach the assets. If an offshore trust has been properly structured and implemented, and is holding cash and marketable securities offshore, it will be impossible for any creditor to reach those assets.

Asset Protection Update: Report on Federal & Florida Developments

Volume X, Number 2 - October / November 2001 © Donlevy-Rosen & Rosen, P.A. INTRODUCTION.  This issue was scheduled to discuss certain qualified retirement plan protection techniques. Instead, we want to alert you to interesting recent developments. FEDERAL UPDATE. The new bankruptcy law, which, prior to September 11, was certain to have been enacted, is now [...]