Author Archive: Howard Rosen, Esq.

Selecting an Offshore Jurisdiction for the APT

Howard Rosen, Esq. • January 1, 1993

Selecting the jurisdiction in which the Asset Protection Trust (“APT”) will be located is a very important step. Consideration must be given to a number of factors at that location.

Fraudulent Transfer Issues In Asset Protection

Howard Rosen, Esq. • December 1, 1992

It is often said that the key to effective asset protection is ADVANCE PLANNING. This truism is repeatedly emphasized, because of the “fraudulent transfer” laws. Fraudulent transfer laws in one form or another are in effect in every state and civilized jurisdiction in the world.

Commonly Asked Questions About Asset Protection – Part Two

Howard Rosen, Esq. • November 1, 1992

This is the second of two issues devoted to commonly asked questions about asset protection. Among the questions addressed last month were those relating to the significant protection afforded through the use of the family limited partnership.

Asset Protection and Retention Control: Is Peaceful Co-Existence Possible?

Howard Rosen, Esq. • October 17, 1992

Traditional thinking has held that protecting your assets from future creditors while continuing to control and enjoy the income from those assets are mutually exclusive goals. In his article, attorney Howard Rosen explains how the combined use of established business and estate planning techniques can permit both to be realized.

Foreign Irrevocable Life Insurance Trusts Can Save Estate and Income Tax

Howard Rosen, Esq. • October 17, 1992

On the tax side of rendering estate planning services, the estate planner is faced with Federal income, gift, estate, and generation-skipping tax issues. All of these issues (and more) must be addressed in the context of an irrevocable life insurance trust (“ILIT”) established in a foreign jurisdiction.

Commonly Asked Questions About Asset Protection

Howard Rosen, Esq. • October 1, 1992

During the course of numerous asset protection consultations, we have found that some questions seem to be asked repeatedly. We thought it would prove useful to recount them here, with our responses, for everyone’s benefit.