Category Archives: For Professionals

Asset Protection Trusts: Current U.S. Tax Reporting Requirements

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Volume XXIII • Number 3 • November - December 2015 © 2015 Donlevy-Rosen & Rosen, P.A.    INTRODUCTION.  U.S. tax law imposes varied reporting requirements on trusts. The nature of these  requirements depends upon whether the trust is a foreign trust or a U.S. trust for U.S. income tax purposes.... Read more »

SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

business for sale

This newsletter discusses litigation risks associated with the sale of a business and what a smart seller should do to protect the sale proceeds.

SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

protect home

This newsletter discusses some loopholes to the protection of your homestead, and what you can do to close those loopholes and ensure that protection.

ENHANCING CREDITOR PROTECTION OF IRA FUNDS: Inherited and Otherwise

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.

CONTEMPT OF COURT – PART 2: Self-Created Impossibility Defense

This newsletter discusses contempt of court, and a new case that reaffirms the right to establish offshore trusts without fear of incarceration.

FRACKING: The Coming Litigation Storm…

Volume XXII • Number 1 • March/April 2014 © Donlevy-Rosen & Rosen, P.A. INTRODUCTION. Fracking (hydraulic fracturing) is a drilling process that was first commercially used in 1949, and one whose use has exploded in recent years. Fracking involves forcing fluid at high pressure into a geologic formation containing oil... Read more »