By Patricia Donlevy-Rosen Archives - Page 2 of 14
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By Patricia Donlevy-Rosen

LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!

LAWSUITS IN THE COOK ISLANDS: PROPER TRUST STRUCTURING SAVES THE DAY (and the trust)!

We have often stated that the only way for a creditor to “get at” the assets held in a properly structured Cook Islands asset protection trust is for the creditor to bring a case in the Cook Islands. Why? The Cook Islands court is the only court which has jurisdiction (power) over the trustee, which, under trust law, is the holder of legal title to trust assets.

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PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

Today, with the ongoing turmoil in Venezuela, asset protection planning has taken on a more important aspect: protecting assets from confiscation by Venezuela (and other governments of that type), regardless of whether one desires to immigrate to the US.

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PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!

PROTECTING REAL ESTATE WITHOUT AN OFFSHORE TRUST: Now It Can Be Done!

This newsletter discusses a new strategy to protect real estate when one does not have an offshore trust.

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Asset Protection Trusts: Current U.S. Tax Reporting Requirements

Asset Protection Trusts: Current U.S. Tax Reporting Requirements

This newsletter discusses the major current U.S. tax reporting requirements for the asset protection trust.

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SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

SELLING YOUR BUSINESS? Beware the “Post Sale Price Reduction” – Protect Those Sale Proceeds!

This newsletter discusses litigation risks associated with the sale of a business and what a smart seller should do to protect the sale proceeds.

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SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

SO YOU THINK YOUR HOMESTEAD IS PROTECTED? Think Again!

This newsletter discusses some loopholes to the protection of your homestead, and what you can do to close those loopholes and ensure that protection.

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