Attorney Howard D. Rosen was recently interviewed by fellow attorney, Douglass Lodmell.
The complete interview is available to view at www.protectyou.com.
Dec
21
Howard D. Rosen Interviewed on Asset Protection
Jun
01
Titling Assets: Pitfalls to Avoid
Individuals should proceed with caution and utilize experienced counsel when titling new assets or transferring title to existing assets. This issue of the APN is the first of two parts addressing the most frequent failings of individuals attempting to implement do-it-yourself asset protection by titling/retitling assets.
Jun
01
State Exemption Laws: Pitfalls to Avoid (Part 2)
All states provide some degree of “asset protection” through their state exemption laws. Such laws shield certain types of assets, such as homestead, wages, annuities, life insurance and retirement funds from creditor claims. This issue of the APN is the second of two parts addressing the most frequent errors people make in attempting to implement asset protection on their own by using (or failing to use) state exemption laws.
Jun
01
Why Pay More In Estate Taxes?
Most issues of the APN dealing with offshore trusts have focused on the use of such trusts for asset protection. Another, very important, use of a certain type of offshore trust is to effect an estate tax savings. This is accomplished by “freezing” the value of trust assets vis-a-vis the settlor’s estate at current values.
Mar
01
Review of Offshore Jurisdictions: Nevis
With this issue we continue our periodic review of selected offshore jurisdictions. These reviews cover such factors as the legal system, the geographic location, communications facilities, availability of professional services, and other items we deem pertinent. As indicated by the subtitle, in this issue we will review Nevis.
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