Authors

Howard Rosen to Lead Two Asset Protection Seminars at AAA-CPA Annual Meeting

Howard Rosen, Esq. • February 18, 2013

Howard Rosen, a shareholder of the law firm of Donlevy-Rosen & Rosen, P.A., will lead two seminars as a Faculty Member for this year’s Annual Meeting of the American Association of Attorney-Certified Public Accountants (AAA-CPA).

In re Marciano – an analysis of the impossibility defense in contempt

Howard Rosen, Esq. • February 4, 2013

For the past two decades, naysayers jump at any case where a debtor is held in contempt and happens to have a trust, with the overt statement or implication that asset protection planning results in contempt. The most recent case drawing such attention comes to us from California in the form of Marciano, and close analysis reveals very different reasons for the debtor’s incarceration.

Rush University Case: What Could Have Been Done Differently?

Howard Rosen, Esq. • January 17, 2013

A 2012 Illinois Supreme Court case, Rush University Medical Center v. Sessions, has been touted as proof that asset protection trusts, especially offshore trusts, do not work. In this issue we will clarify and enlighten our readers as to why that particular offshore trust failed to protect assets, and we will point out what could and should have been done differently so that the protective planning would have worked as intended.

New Article on Rush University Case

Howard Rosen, Esq. • January 7, 2013

A controversial case in the field of asset protection is analyzed by asset protection attorneys.

Estate Freeze Presentation at Sailfish Chapter of FICPA

Howard Rosen, Esq. • January 3, 2013

Howard Rosen will be presenting “Estate Freeze Planning Using Offshore Trusts” to the Sailfish Chapter of the FICPA.

Rochdale Trader Arrested … But Not That Rochdale

Howard Rosen, Esq. • December 5, 2012

The New York Times and others recently reported the arrest of a Rochdale Securities trader, along with financial difficulties the firm is now suffering.