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The Asset Protection News

The first and original newsletter dedicated to asset protection

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Recent Newsletters

  • Estate Freeze Update
  • Howard D. Rosen Interviewed on Asset Protection
  • The Jamie Solow Case
  • US Tax Compliance for Foreign Accounts
  • The Morris Case

Howard D. Rosen

Howard D. Rosen, an attorney and CPA, is admitted to the Florida Bar. Mr. Rosen is the co-author of the BNA Tax Management Portfolio on Asset Protection Planning, and is a leading expert on asset protection planning and offshore trusts. View Howard D. Rosen's bio here.

Patricia Donlevy-Rosen

Patricia Donlevy-Rosen is admitted to the Florida Bar and the New York Bar. Ms. Donlevy-Rosen is the author of asset protection chapters in "The Biggest Legal Mistakes Physicians Make and How to Avoid Them." Ms. Donlevy-Rosen is a leading expert on protecting real estate, accounts receivable, and other immovable assets. View Patricia Donlevy-Rosen's bio here.

Articles by Date

All Newsletters

  • Estate Freeze Update
  • Howard D. Rosen Interviewed on Asset Protection
  • The Jamie Solow Case
  • US Tax Compliance for Foreign Accounts
  • The Morris Case
  • Titling Assets: Pitfalls to Avoid
  • Group Trusts - Special Planning Technique Examined
  • Entity Trusts: Special Planning Technique Examined
  • IRA Exemptions: Supreme Court Settled the Matter?
  • State Exemption Laws: Pitfalls to Avoid (Part 2)
  • State Exemption Laws: Pitfalls to Avoid (Part 1)
  • Legislative Update: Cook Islands 2003
  • Offshore Jurisdictions: Cayman Islands
  • Special Protective Measures Required for Real Estate
  • Tenants by the Entirety Weakened
  • Merrill Scott and the Anderson Case
  • Update: Federal and Florida Developments
  • Offshore Trust/LLC Combination
  • Prevention of Money Laundering
  • Why Pay More In Estate Taxes?
  • Titling Assets: Pitfalls to Avoid (Part 1)
  • Review of Offshore Jurisdictions: Nevis
  • An Overview of Offshore Annuities
  • The Importance of a Proper Asset Protection Design
  • Domestic Asset Protection Trusts
  • US Tax Law Affecting Offshore Planning
  • Review of Offshore Jurisdictions (Part 4)
  • IRS Investigates Abusive Trusts
  • Review of Offshore Jurisdictions (Part 3)
  • Tenancy by the Entireties: Protection No More!
  • Review of Offshore Jurisdictions (Part 2)
  • Review of Offshore Jurisdictions (Part 1)
  • Fraudulent Transfers Revisited
  • Limited Liability Companies: Ready for Prime Time?
  • Offshore Trusts: A Closer Look
  • Limited Partnerships: A Closer Look
  • Traps and Pitfalls of Do-It-Yourself Asset Protection
  • Asset Protection In Real Life
  • Are Retirement Plans Really Protected?
  • The New Florida Exemption Laws
  • Real Estate Ownership in the United States
  • Florida Exemption Planning
  • Selecting an Offshore Jurisdiction for the APT
  • Commonly Asked Questions About Asset Protection
  • Supreme Court Settles Retirement Plan Controversy

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