Tag: asset protection

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.

Limited Liability Companies: Ready for Prime Time?

Howard Rosen, Esq. • May 1, 1995

Limited liability companies are being utilized more and more as one state after another adopts a version of a limited liability company statute. A Uniform Limited Liability Company Act was proposed in August, 1994, but as of this writing, no state has adopted it.

Offshore Trusts: A Closer Look

Howard Rosen, Esq. • February 1, 1995

The use of offshore trusts in asset protection planning was briefly discussed in Volume I, Number 4. In this issue we will take a more detailed look at how and why offshore trusts are used in asset protection planning, the tax consequences of utilizing an offshore trust in your planning, and the circumstances under which the technique may not be used.

Limited Partnerships: A Closer Look

Howard Rosen, Esq. • January 1, 1995

The use of limited partnerships in asset protection planning was generally discussed in Volume I, Numbers 3 & 4. In this issue we will take a more detailed look at how and why limited partnerships are used in asset protection planning, and the limitations of the limited partnership technique.