By Howard Rosen

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.

Supreme Court Settles Retirement Plan Controversy

Howard Rosen, Esq. • September 1, 1992

The U.S. Supreme Court recently settled a conflict among the Circuit Courts regarding the question of whether a creditor can reach a debtor’s qualified retirement plan interests to satisfy his claim. InPatterson v. Shumate, a unanimous Court held that a participant’s interest in an ERISA qualified retirement plan is protected from the claims of his creditors in bankruptcy.