Tag: Howard D. Rosen

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.

Traps and Pitfalls of Do-It-Yourself Asset Protection

Howard Rosen, Esq. • July 1, 1994

A client recently said, “My property is protected; my wife and I own everything as joint tenants with right of survivorship”. WRONG!

Asset Protection In Real Life

Howard Rosen, Esq. • April 1, 1994

Florida has received a lot of bad press in recent years as a result of notorious types like Bowie Kuhn moving here from up north at the “eleventh hour” to establish an exempt Florida homestead. Our legislature has had enough, and is now considering a proposed constitutional amendment which could force a homeowner with more than $350,000 of equity to sell the home to pay creditors.

Are Retirement Plans Really Protected?

Howard Rosen, Esq. • February 1, 1994

In our September 1992 issue (AP NEWS, Vol. I, No.2) we reported that the U.S. Supreme Court, in Patterson v. Shumate, had resolved the national controversy regarding whether qualified retirement plan interests were reachable by creditors by its unanimous holding that such interests were protected.

The New Florida Exemption Laws

Howard Rosen, Esq. • September 1, 1993

On May 14, 1993, the Florida Legislature enacted (without the Governor’s signature) significant changes and added new provisions to Florida’s exemption laws. These changes become effective on October 1, 1993, although the effective date provision could have been more clearly drafted. In this issue, we will examine these new and changed provisions and see how you may be affected.