Asset Protection Planning Representation for Individuals and Businesses Nationwide. Practice concentrated in offshore trust planning and related matters.
National representation available directly for clients or as co-counsel in all aspects of asset protection planning, including establishment of offshore trusts, limited liability companies, state exemption planning, fraudulent transfer analysis, etc. Representation also available to creditors in evaluating asset protection structures established by others. Partner qualifications include 44+ years of experience and AV ratings each, adjunct professor of law University of Miami School of Law 20 years, founding author of BNA Tax Management Portfolio, "ASSET PROTECTION PLANNING" (Publ. dates 1994, 2002), co-author BNA Tax Management Portfolio, “U.S. TAXATION OF FOREIGN ESTATES, TRUSTS, and BENEFICIARIES” (2008), RIA Tax Advisors Planning Series publication, “ASSET PROTECTION PLANNING”, publisher of THE ASSET PROTECTION NEWS, and authors of numerous other asset protection related publications.
Past Speaking Engagements / Events:
Sun Trust Bank's Trust & Estate Roundtable, July 21, 2011
Howard Rosen was a featured speaker and lecturer on Asset Protection and Offshore Trust Planning for the Suntrust Bank.
Huntsville-Madison County Bar Association, September 14, 2011
Howard Rosen was a featured speaker and lecturer on Asset Protection Planning for the Huntsville-Madison County Bar Association.
Atlantic Chapter of the FICPA, December 13, 2011
Howard Rosen was be a featured speaker and lecturer on Asset Protection and Offshore Trust Planning for the Atlantic Chapter of the FICPA.
30th Annual Attorney/Trust Officer Liaison Conference, June 16-19, 2011, The Breakers, West Palm Beach
Howard Rosen was a featured speaker at the 30th Annual Attorney/Trust Officer Liaison Conference.
45th Annual Heckerling Institute, January 10-14, 2010
Howard Rosen & Patricia Donlevy-Rosen showcased asset protection planning with many of the offshore vendors and service providers.
The Mind of Money Interview, December 20, 2010, Coral Gables, Florida
Howard Rosen was recently interviewed by fellow asset protection attorney Douglas Lodmell, on the popular website themindofmoney.com. The interview, broken into four segments, covered such topics as "Who Should Consider Asset Protection," "Swiss Banking," "Fraudulent Conveyance," and "Contempt of Court".
The complete interview, which can also be found on youtube, is available for viewing at www.protectyou.com.
Special thanks to Douglas Lodmell for an excellent conversation on Asset Protection and the issues that asset protection attorneys face in today's climate.
2010 Southpac Offshore Planning Institute, October 28-29, 2010, Atlantis, Bahamas
The 2010 Southpac Offshore Planning Institute was held at the Atlantis, Paradise Island, in the Bahamas on Thursday and Friday, October 28 and 29, 2010. The Southpac Institute featured several of the nation's leading asset protection attorneys and members of the Southpac Board of Advisors covering such topics as foreign asset protection trusts, offshore banking, captive insurance strategies, and innovative techniques designed to preserve wealth, including offshore private placement life insurance, annuities, and equity financing.
Featured speakers included:
-- Howard Rosen of Donlevy-Rosen & Rosen, P.A. (Coral Gables, FL), the acclaimed founding author of the BNA treatise on asset protection planning and the current author of the BNA treatise on U.S. taxation of foreign trusts and estates, speaking on the Fundamental Principles of Asset Protection Planning and Drafting the Asset Protection Trust Agreement.
-- Patricia Donlevy-Rosen of Donlevy-Rosen & Rosen, P.A. (Coral Gables, FL), a frequent author and speaker on asset protection topics, demonstrating the latest techniques for Protecting Immoveable Assets: Strategies and Challenges, as well as advising attorneys on Qualifying the Client: Ethics for the Offshore Practitioner.
Potential and current clients as well as financial planning professionals from around the world attended the event to receive a first-hand presentation on the most cutting edge asset protection techniques.
Attorneys Honored by Top Peer Ratings, December 1, 2010, Coral Gables, Fl
Howard Rosen and Patricia Donlevy-Rosen have been awarded the prestigious "AV" rating by Martindale Hubbell for the 15th year (2009).
The Martindale "AV" rating signifies that a lawyer's peers rank him or her at the highest level of professional excellence. The peer rating system measures ethical standards and legal ability, and "AV" is the highest mark available.
Thank you to our legal peers for your continued confidence in our abilities.
DRR Named Preeminent Firm for 2011, November 12, 2010, Coral Gables, Fl
The law firm of Donlevy-Rosen & Rosen continues is distinguished track record, being named to The 2011 Bar Register of Preeminent Lawyers. The Bar Register lists distinguished firms by geographical area and by field of practice. The Bar Register is printed by the legal publisher Martindale Hubbell.
University of Miami
University of South Florida Accounting Conference
American Institute of CPA's National Tax Conference
Florida International University
University of Missouri at Kansas City: Heart of America Tax Institute (2008)
Osgoode Hall Law School CLE (York University - Toronto, Canada)
Nebraska, Wyoming, South Dakota Bar Associations
State Bar of Nevada
Wilshire Bar Assoc. (Los Angeles, California)
Florida Institute of CPA's
Washington State Bar Association
State Bar of California
Utah State Bar
Santa Clara County Bar (California)
Southpac Offshore Planning Institute (2007, 2008)
Central New Jersey Estate Planning Council
Institute for International Research
Estate Planning Council of Seattle
Essex County (NJ) Bar Tax Committee
Indianapolis Bar Association (Indiana)
Michigan Association of CPA's
Society of Louisiana CPA's
American Association of Attorney - CPA's National Convention
Baptist Hospital Of Miami Foundation
American Society of Women Accountants - 61st Annual Convention
American Society of Women Accountants - 58th Annual Convention
Institute of Certified Financial Planners - 1997 Mid-Atlantic Retreat
Bergen County (NJ) Estate Planning Council
Broward County (FL) Estate Planning Council
Travis County (Texas) Bar
"Jim Barry's Financial Success," Nationally Broadcast PBS TV Show
Boston Estate Planning Council
Estate Planning Council of Diablo Valley (California)
Coral Gables Bar Association
Greater Ft. Lauderdale Tax Council
Tampa Bay Society of Plastic Surgeons
Estate Planning Council of Mississippi
Estate Planning Council of Lee County (FL)
Financial Planning Association of Broward
Law Education Institute - 2001 & 2002 National CLE Conferences, Colorado
Estate Planning Council of Gainesville (FL)
Allegheny County (Pittsburgh, PA) Bar Association
North Carolina Association of CPA's - Annual Convention
Orange County (Florida) Bar Association (Tax Section)
Central Florida Estate Planning Council
Durham/Orange Estate Planning Council (North Carolina)
Wake County Estate Planning Council (North Carolina)
Cincinnati Estate Planning Council
Continuing Professional Education, Inc. (CPE, Inc.)
Indian River Estate Planning Council (Florida)
Westchester County Estate Planning Council (New York)
District of Columbia Bar - Tax Section
Swiss-American Chamber of Commerce
CPA - LAW Forum
Dade County Chapter of the Florida Institute of CPA's
East Coast Estate Planning Council (West Palm Beach)
East Coast Chapter of the Florida Institute of CPA's
Atlantic Chapter of the Florida Institute of CPA's
Broward County Chapter of the Florida Institute of CPA's
Gulf Coast Chapter of the Florida Institute of CPA's
South Dade Chapter of the Florida Institute of CPA's
West Coast Chapter of the Florida Institute of CPA's
Gold Coast Chapter of the Florida Institute of CPA's
North Dade/South Broward Estate Planning Council
Greater Miami Tax Institute
Estate Planning Council of Naples
Institute of Certified Financial Planners
The Jewish Community Foundation of South Palm Beach County
Martin County Estate Planning Council
Monroe County Estate Planning Council
Montgomery/Prince George's County Tax Study Group (Maryland)
Palm Beach Tax Institute
South Dade Estate Planning Council
Barry Financial Group Annual Financial Planning Workshop
Blanchard's Mid-Year Investment Conference
"Radio Free California" KGDP, Rob Walter Show (Broadcast locally; Webcast Worldwide)
"To The Contrary" - Nationally Broadcast PBS Television Show
"Legal Report" - Karl Kilb interview, Bloomberg Information Radio Network, National Radio Broadcast, and worldwide on Bloomberg Terminals
"Your Money" - CNN International TV Broadcast (March 1, 1997)
"Money Talk" - Ted David interview, CNBC National TV Broadcast
"Financial Freedom," Nationally Broadcast PBS TV Show
"Bill Bresnan Show" - Business Radio Network - Nationally Broadcast Radio Show
KGLO Radio, Keith George Show (California)
KRLD Radio, Jody Dean Show (Dallas, TX)
KFON Radio, Ben Baldwin Show (Austin, TX)
Business Day Radio Show, Business Radio Network
Investment Seminars Incorporated "ISI" (San Francisco & Las Vegas)
Internal Revenue Service
South Miami Hospital Foundation
Mercy Hospital Anesthesiology Group
South Palm Beach County Dental Association
Greater Miami Dental Society
TAX MANAGEMENT (BNA)
RESEARCH INSTITUTE OF AMERICA
UNIVERSITY OF MIAMI
WALL STREET JOURNAL (Interview)
FORBES MAGAZINE (on-line) (Interview)
BUSINESS WEEK (Interview)
DOW JONES NEWSWIRES (Interview)
TIME MAGAZINE (Interview)
MONEY MAGAZINE (Interview)
WARREN, GORHAM & LAMONT
COMMERCE CLEARING HOUSE (CCH)
OFFSHORE FINANCE U.S.A.
CAMPDEN PUBLISHING LTD. - PRIVATE WEALTH ADVISOR
LORMAN EDUCATION SERVICES
NATIONAL BUSINESS INSTITUTE
INSTITUTE FOR INTERNATIONAL RESEARCH
SOUTH FLORIDA BUSINESS JOURNAL
WOMEN'S BUSINESS JOURNAL
HEALTH MANAGER NEWS.
Client Review for Donlevy-Rosen & Rosen, P.A. | July 09, 2015
Howard & Patricia provided excellent advice and services to protect my business. Highly recommend them.
Howard & Patricia provided excellent advice and services to protect my business. Highly recommend them. Read less
Client Review for Donlevy-Rosen & Rosen, P.A. | August 10, 2012
I have found Donlevy-Rosen & Rosen, P. A. very personal, reliable, prompt to respond, and caring. I have always been impressed with their availability; the response to my phone calls and emails have always been timely. The staff is extremely kno... Read more
I have found Donlevy-Rosen & Rosen, P. A. very personal, reliable, prompt to respond, and caring. I have always been impressed with their availability; the response to my phone calls and emails have always been timely. The staff is extremely knowledgeable, yet not intimidating. I can state without reservation, I would recommend them to anyone that needs service in their area of specialization. Also, I have found their paralegal to be extremely knowledgeable and helpful. Read less
Client Review for Donlevy-Rosen & Rosen, P.A. | June 26, 2012
The lawyers at this firm were extremely responsive in handling my planning. They took time to explain my circumstances and the structure they were able to implement. I would highly recommend Donlevy-Rosen & Rosen for anyone looking for Asset protec... Read more
The lawyers at this firm were extremely responsive in handling my planning. They took time to explain my circumstances and the structure they were able to implement. I would highly recommend Donlevy-Rosen & Rosen for anyone looking for Asset protection. Read less
You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.