DONLEVY-ROSEN & ROSEN, P.A.
Representing High-Net Worth Individuals and Businesses in:
Advanced Asset Protection Planning
Foreign / Offshore Trusts
Business Asset Preservation
Pre-Immigration or Estate Freeze Tax Planning
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HowardDRosen

Howard Rosen

Read Mr. Rosen's biography and qualifications here.

HowardDRosen

Patricia Donlevy-Rosen

Read Ms. Donlevy-Rosen's biography and qualifications here.

 

 

 


 

Published Articles by Partners

 

Read all our newsletters, articles, and more here on our News and Updates blog.

ASSET PROTECTION - GOING OFFSHORE MAY YIELD THE BEST RESULTS
Florida CPA Today Vol. 21, No. 3 May/June 2005

FOR FLORIDA PHYSICIANS - WHAT YOU CAN DO ABOUT AMENDMENT 8
Florida Medical Business Vol. 18/No. 24 (Dec. 21, 2004 - Jan 10, 2005)

ALASKA TAKES A LEAP AHEAD OF OTHER STATES, BUT IT’S STILL A STATE
(Tax Management, Inc., Estates, Gifts and Trusts Journal, March - April, 2004)

UTAH 2003 ASSET PROTECTION TRUST LAW
(Tax Management, Inc., Estates, Gifts and Trusts Journal, July - August, 2003)

ASSET PROTECTION AND CONTROL: YOU CAN HAVE BOTH (PDF)
 Florida Medical Business Vol. 16/No. 12 (June 24 - July 7, 2003)

SHELTERING YOUR RETIREMENT ASSETS FROM CREDITORS (PDF)
Physicians Financial News (March 15, 2003)

OFFSHORE TRUSTS SAFEST WAY TO PROTECT FIXED ASSETS (PDF)
 Florida Medical Business, Vol. 16/No. 3 (February 4 - 17, 2003)

WEIGHING IN ON APTS (PDF)
Offshore Finance U.S.A., Winter 2003

TRUSTS - A 'LIMITED' COMBINATION
(Private Wealth Advisor, June 2001, Campden Publishing Limited)

SAVING ESTATE TAXES IN THE US THROUGH OFFSHORE TRUSTS
(Private Wealth Advisor, November 2000, Campden Publishing Limited)

PROTECTING US CLIENT ASSETS WITH OFFSHORE ANNUITIES AND TRUSTS
(Private Wealth Advisor, April 2000, Campden Publishing Limited)

AN OVERVIEW OF OFFSHORE ANNUITIES IN WEALTH PRESERVATION PLANNING
(JOURNAL OF ASSET PROTECTION, NOVEMBER/DECEMBER, 1999, Warren, Gorham & Lamont, Inc.

PROTECT YOUR ASSETS LEGALLY BY USING AN OFFSHORE TRUST
(South Florida Business Journal, October 29, 1999)

DOMESTIC ASSET PROTECTION TRUSTS: DO THEY WORK?
(Tax Management, Inc.Estates, Gifts and Trusts Journal, SEPTEMBER-OCTOBER, 1998)

INTERNAL REVENUE SERVICE TARGETS ABUSIVE TRUST ARRANGEMENTS
(JOURNAL OF ASSET PROTECTION, JULY/AUGUST 1997, Warren, Gorham & Lamont, Inc.)

POORHOUSE PREVENTION
(Women's Business Journal, January, 1997)

MARRIED COUPLES FACE MAJOR SETBACK IN SHIELDING ASSETS FROM CREDITORS
(South Florida Business Journal, December 13, 1996)

OFFSHORE TRUSTS CAN CREATE LEGAL OBSTACLE COURSE FOR CLAIMANTS
(Medical Business, JUNE, 1996)

THE HOW'S AND WHY'S OF OFFSHORE TRUSTS IN ASSET PROTECTION PLANNING
(Estates, Gifts and Trusts Journal, MAY, 1996, Tax Management, Inc.)

USES AND ABUSES OF OFFSHORE TRUSTS
(JOURNAL OF ASSET PROTECTION, SEPTEMBER/OCTOBER 1995, Warren, Gorham & Lamont, Inc.)

ASSET PROTECTION PLANNING: PHYSICIAN: DON'T HEAL THYSELF!
(Health Manager News, 1995)

ETHICAL CONSIDERATIONS IN ASSET PROTECTION PLANNING
(Estates, Gifts and Trusts Journal, MAY, 1993, Tax Management, Inc.)

ASSET PROTECTION AND RETENTION OF CONTROL -- IS PEACEFUL CO-EXISTENCE POSSIBLE? 
(University of Miami Business Law Journal, Fall 1992)

FOREIGN IRREVOCABLE LIFE INSURANCE TRUSTS CAN SAVE ESTATE AND INCOME TAX
(Journal Of Taxation Of Investments, Autumn 1992,
Warren, Gorham & Lamont, Inc.)



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