The first 90 days after you form an offshore trust determine whether the structure becomes a real shield or just a stack of ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

For more than four decades, Howard Rosen has been a trusted authority in asset protection and taxation, combining his ...

When you think about setting up a trust, the first thing that comes to mind is a plan for how wealth will be passed down after you die. But there is also an asset protection trust, which protects your ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has ...

For high-net-worth individuals looking to protect hard-earned assets, international asset protection strategies offer many appealing options. From offshore trusts and bank accounts to limited ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...

For over 30 years, the Cook Islands has been the gold standard for asset protection trusts. This remote South Pacific nation offers ironclad protection for wealth and investments that is simply ...

The Corporate Transparency Act has experienced significant turbulence since its inception in 2021, highlighting growing instability within the U.S. financial system. In what is described as ‘legal ...

Trusts are an essential financial planning tool that CPAs should consider for clients with even a modest amount of wealth. By having a thorough understanding of common uses for trusts, practitioners ...