2020 – OUR 28th YEAR OF PUBLICATION!

The Asset Protection News™ is a periodical publication (delivered by mail and email) which highlights cases, statutes, and current events associated with asset protection planning. The publication is authored and published by attorneys Howard Rosen and Patricia Donlevy-Rosen, and distributed by the law firm of Donlevy-Rosen & Rosen, P.A.

Published since 1992, The Asset Protection News™ is a resource for professionals and prospective clients alike.

The following newsletters are available for online viewing:

SIGNIFICANT TAX PLANNING OPPORTUNITY – TIME IS OF THE ESSENCE – TAKE ADVANTAGE NOW (VOL. XXVII, No. 3, September 2020)

UNIFORM GIFTS TO MINORS ACCOUNTS – PROTECTING THEM FROM YOUR CHILD, YOUR CREDITORS, AND OTHERS (VOL. XXVII, No. 2, July / August 2020)

CAN YOU BE LIABLE FOR YOUR TEENAGER’S ACTS? YES YOU CAN BE! (VOL. XXVII, No. 1 – January 2020).

WHO SHOULD BE THE TRUST PROTECTOR OF YOUR ASSET PROTECTION TRUST? (VOL. XXVI, No. 2, June 2019)

OFFSHORE TRUSTS & OFFSHORE ACCOUNTS: WHAT’S THE DIFFERENCE? (Vol. XXVI, No. 1 – January 2019)

LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)! (Vol. XXV, No. 1 – May 2018)

PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED (Vol. XXIV, No. 2 – August – September 2017)

PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: NOW IT CAN BE DONE! (Vol. XXIV, No. 1 – April – May 2017)

ASSET PROTECTION TRUSTS: CURRENT U.S. TAX REPORTING REQUIREMENTS (Volume XXIII, Number 3 – November – December 2015)

SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds! (Volume XXIII, Number 2 – July – August 2015)

SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again! (Volume XXIII, Number 1 – March – April 2015)

ENHANCING CREDITOR PROTECTION OF IRA FUNDS:Inherited and Otherwise (Volume XXII, Number 3 – November 2014)

CONTEMPT OF COURT – PART 2: Self Created Impossibility Defense (Volume XXII, Number 2 – June 2014)

FRACKING: The Coming Litigation Storm…(Volume XXII, Number 1 – March / April 2014)

SPOUSAL TRANSFERS: We told you So… (Volume XXI, Number 3 – AUGUST 2013)

OHIO LEGACY TRUSTS: A New “Protective” Trust Law? (Volume XXI, Number 2 – FEBRUARY / MARCH 2013)

RUSH UNIVERSITY CASE: What Could Have Been Done Differently? (Volume XXI, Number 1 – JANUARY 2013)

SELECTED PLANNING ISSUES: Planning After The Lawsuit – Can It Be Done? (Volume XX, Number 3 – AUGUST 2011)

TITLING ASSETS: PITFALLS TO BE AVOIDED – PART II (Volume XX, Number 2 – FEBRUARY 2011)

ESTATE FREEZE UPDATE – NEW LAW – NEW OPPORTUNITY (Volume XX, Number 1 – JANUARY 2011)

THE JAMIE SOLOW CASE – WHAT REALLY HAPPENED (Volume XIX, Number 1 – APRIL/MAY 2010)

U.S. TAX COMPLIANCE FOR FOREIGN ACCOUNTS (Volume XVIII, Number 1 – AUGUST/SEPTEMBER 2009)

THE MORRIS CASE: …. Just The Facts… (Volume XVII, Number 3 – OCTOBER 2008)

COOK ISLANDS LLC LEGISLATION: A Long Time Coming (Volume XVII, Number 2 – JULY/AUGUST 2008)

CONTEMPT OF COURT: Will I Go To Jail…? (Volume XVII, Number 1 – JANUARY 2008)

TITLING ASSETS: Pitfalls To Be Avoided – Part I (Volume XVI, Number 2 – JUNE/JULY 2007)

GROUP TRUSTS: Special Planning Technique Examined (Volume XVI, Number 1 – MAY 2007)

ENTITY TRUSTS: Special Planning Technique Examined (Volume XV, Number 2 – NOVEMBER 2006)

HOMESTEAD EXEMPTIONS: Confusion Under The 2005 Bankruptcy Act (Volume XV, Number 1 – MAY 2006)

IRA EXEMPTIONS: HAS THE U.S. SUPREME COURT SETTLED THE MATTER? (Volume XIV, Number 1 – APRIL 2005)

STATE EXEMPTION LAWS: PITFALLS TO BE AVOIDED – Part 2 (Volume XIII, Number 2 – JUNE 2004)

STATE EXEMPTION LAWS: PITFALLS TO BE AVOIDED – Part 1 (Volume XIII, Number 1 – MAY 2004)

LEGISLATIVE UPDATE: COOK ISLANDS 2003 (Volume XII, Number 2 – AUGUST / SEPTEMBER 2003)

REVIEW OF OFFSHORE JURISDICTIONS: CAYMAN ISLANDS (Volume XII, Number 1 – APRIL 2003)

PROTECTING RETIREMENT PLANS, REAL ESTATE… (Volume XI, Number 3 – NOVEMBER 2002)

TENANCY BY THE ENTIRETIES WEAKENED AGAIN + COOK ISLANDS UPDATE (Volume XI, Number 2 – MAY 2002)

MERRILL SCOTT AND THE ANDERSON CASE (Volume XI, Number 1 – FEBRUARY 2002)

ASSET PROTECTION UPDATE (Volume X, Number 2 – OCTOBER / NOVEMBER 2001)

SUPERIOR STRUCTURE COMBINES NEVIS LLC WITH OFFSHORE TRUST (Volume X, Number 1 – APRIL / MAY 2001)

PREVENTION OF MONEY LAUNDERING (Volume IX, Number 2 – NOVEMBER 2000)

KEEPING WHAT’S YOURS – ESTATE FREEZE PLANNING (Volume IX, Number 1 – JUNE 2000)

THE COOK ISLANDS STAND UP TO THE U.S. (Volume VIII, Number 3 – SEPTEMBER 1999)

REVIEW OF OFFSHORE JURISDICTIONS: NEVIS (Volume VIII, Number 2 – MARCH/APRIL 1999)

AN OVERVIEW OF OFFSHORE ANNUITIES (Volume VIII, Number 1 – JANUARY 1999)

IMPORTANCE OF PROPER APT DESIGN AND COUNSEL (Volume VII, Number 2 – OCTOBER 1998)

DOMESTIC ASSET PROTECTION TRUSTS: How do they compare? (Volume VII, Number 1 – MARCH 1998)

U.S. TAX LAWS AFFECTING OFFSHORE PLANNING (Volume VI, Number 4 – DECEMBER 1997)

REVIEW OF OFFSHORE JURISDICTIONS: BAHAMAS (Volume VI, Number 3 – AUGUST 1997)

IRS INVESTIGATES ABUSIVE TRUSTS (Volume VI, Number 2 – APRIL 1997)

REVIEW OF OFFSHORE JURISDICTIONS: BARBADOS (Volume VI, Number 1 – MARCH 1997)

NEW COOK ISLANDS LEGISLATION: FINE TUNING THE LAW (Volume V, Number 4 – NOVEMBER/DECEMBER 1996)

TENANCIES BY THE ENTIRETIES: PROTECTION NO MORE! (Volume V, Number 3 – SEPTEMBER 1996)

REVIEW OF OFFSHORE JURISDICTIONS: ANGUILLA (Volume V, Number 2 – JULY/AUGUST 1996)

REVIEW OF OFFSHORE JURISDICTIONS: COOK ISLANDS (Volume V, Number 1 – JANUARY/FEBRUARY 1996)

FRAUDULENT TRANSFERS REVISITED (Volume IV, Number 4 – OCTOBER/NOVEMBER 1995)

LIMITED LIABILITY COMPANIES (Volume IV, Number 3 – MAY/JUNE 1995)

OFFSHORE TRUSTS: A CLOSER LOOK (Volume IV, Number 2 – FEBRUARY 1995)

LIMITED PARTNERSHIPS: A CLOSER LOOK (Volume IV, Number 1 – JANUARY 1995)

TRAPS & PITFALLS OF DO-IT-YOURSELF ASSET PROTECTION (Volume III, Number 3 – JULY/AUGUST 1994)

ASSET PROTECTION IN REAL LIFE (Volume III, Number 2 – APRIL/MAY 1994)

ARE RETIREMENT PLANS REALLY PROTECTED? (Volume III, Number 1 – FEBRUARY 1994)

THE NEW FLORIDA EXEMPTION LAWS (Volume II, Number 5 – SEPTEMBER 1993)

REAL ESTATE OWNERSHIP IN THE UNITED STATES (Volume II, Number 4 – JUNE/JULY 1993)

ENVIRONMENTAL LIABILITY IN THE 90’s (Volume II, Number 3 – APRIL/MAY 1993)

FLORIDA EXEMPTION PLANNING (Volume II, Number 2 – MARCH 1993)

SELECTING AN OFFSHORE JURISDICTION FOR THE APT (Volume II, Number 1 – JANUARY/FEBRUARY 1993)

FRAUDULENT TRANSFER ISSUES IN ASSET PROTECTION (Volume I, Number 5 – DECEMBER 1992)

COMMONLY ASKED QUESTIONS ABOUT ASSET PROTECTION – PART TWO (Volume I, Number 4 – NOVEMBER 1992)

COMMONLY ASKED QUESTIONS ABOUT ASSET PROTECTION – PART ONE (Volume I, Number 3 – OCTOBER 1992)

SUPREME COURT SETTLES RETIREMENT PLAN CONTROVERSY (Volume I, Number 2 – SEPTEMBER 1992)

Published since 1992, The Asset Protection News™ is a resource for professionals and prospective clients alike.