By Patricia Donlevy-Rosen

The Morris Case

Howard Rosen, Esq. • October 1, 2008

A lengthy legal ordeal has finally ended for Merry Morris. Much has been written about her case, most of it inaccurate, according to Merry, whom we interviewed on September 25, 2008. We want to present the truth about her case, and what better source for the truth than Merry?

Cook Islands LLC Legislation: A Long Time Coming

Howard Rosen, Esq. • July 21, 2008

Contempt of Court

Howard Rosen, Esq. • January 1, 2008

Civil contempt incarceration in the context of asset protection planning has been the subject of a tremendous amount of commentary. Some writers seem to have “an axe to grind” in this regard, as they present half-truths and innuendos as if they were the law.

Titling Assets: Pitfalls to Avoid

Howard Rosen, Esq. • June 1, 2007

Individuals should proceed with caution and utilize experienced counsel when titling new assets or transferring title to existing assets. This issue of the APN is the first of two parts addressing the most frequent failings of individuals attempting to implement do-it-yourself asset protection by titling/retitling assets.

Group Trusts – Special Planning Technique Examined

Howard Rosen, Esq. • May 1, 2007

A group trust is a trust settled (created) by four or more individuals (for this purpose, a married couple counts as one individual). This technique was developed by Donlevy-Rosen & Rosen, P.A. in 2004 in response to a common problem faced by clients: often a client expressed concern not only about his/her own financial well-being, but also about others participating with the client in a business venture or other common pursuit.

Entity Trusts: Special Planning Technique Examined

Howard Rosen, Esq. • November 1, 2006

An entity trust is a trust settled (created) by an entity, such as a corporation, limited liability company, trust, or partnership. An entity trust might also be settled by an appropriate group of entities, such as a related or commonly owned group of corporations, limited liability companies, trusts, or partnerships.