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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Toll-free:
(800) 417-7134
Local:
(305) 447-0061
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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.

 

 

 


 

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The information supplied will help us determine your eligibility for asset protection planning. By inviting you to supply this information, we are not forming an attorney-client relationship with you.

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Check all that apply:
 I am not being sued or threatened with a lawsuit 
 A lawsuit was filed against me or my business 
 Real estate owned by me or my business is in foreclosure 
 There is a judgment against me or my business 
 I owe (or my business owes) money to the IRS, FTC, SEC, or other government agency 
I have liquid assets as follows:
(cash and publicly traded securities, personally or in a business, excluding retirement plans)
 LESS THAN $500k 
 $500k - $2mil 
 $2mil - $10mil 
 MORE THAN $10mil 
In addition to my liquid assets, I have the following assets to protect:
(check all that apply)
 LLC Membership / partnership interests 
 Real estate 
 Accounts receivable 
 Inventory 
 Contracts, promissory notes, or other income-producing assets 
 Vessels 
 High-value personal property (such as jewelry, antiquities, art, etc.) 
 Other 
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