Author Archive: Howard Rosen, Esq.

Tenancy by the Entireties: Protection No More!

Howard Rosen, Esq. • September 1, 1996

This issue was scheduled to be a review of Barbados. However, a decision in a recent case which may put at risk certain “do-it-yourself” protection techniques was handed down, and is discussed in this issue.

Review of Offshore Jurisdictions (Part 2)

Howard Rosen, Esq. • July 1, 1996

With this issue we continue our review of selected offshore jurisdictions. As indicated by the above subtitle, in this issue we will review Anguilla.

The How’s and Why’s of Offshore Trusts in Asset Protection Planning

Howard Rosen, Esq. • May 17, 1996

This article will focus on just what the title indicates: how and why offshore trusts are used in asset protection planning. The article will review certain aspects of domestic law which limit the ability of a domestic trust to provide meaningful asset protection, and will compare those laws with the laws of certain offshore jurisdictions which address the same issues in a different way, with vastly different results. In addition, the article will highlight selected trust clauses which can enhance the protection afforded by careful selection of a situs jurisdiction.

Review of Offshore Jurisdictions (Part 1)

Howard Rosen, Esq. • January 1, 1996

With this issue we begin a periodic review of selected offshore jurisdictions. These reviews will cover such factors as the legal system, the geographic location, communications facilities, availability of professional services, and other items we deem pertinent.

Asset Protection Planning: Physician – Don’t Heal Thyself!

Howard Rosen, Esq. • October 17, 1995

As busy as physicians are, some attempt to save the time it might take to seek qualified advice concerning asset protection planning, and utilize the following “do-it-yourself” “methods”.

Fraudulent Transfers Revisited

Howard Rosen, Esq. • October 1, 1995

For years now we have stressed the importance of implementing asset protection strategies before any type of claim or threat of litigation arises. Why is advance planning continuously emphasized?