Donlevy-Rosen & Rosen, P.A.

About Donlevy-Rosen & Rosen, P.A.

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. Attorney Updates 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