Members Only Study Group: Estate Freeze Planning Using Offshore Trusts

Nov 13, 2012 02:00pm -
Nov 13, 2012 03:00pm

Event Description

Estate Freeze Planning Using Offshore Trusts

Moderator: Howard Rosen

When: Tuesday, November 13, 2012 at 2:00pm EST***

The group will study how using a properly stuctured offshore trust for estate freeze planning can permit the settlor to be a discretionary benficiary without triggering SEC 2036 and also provide significant asset protection.

***Please note that the time of the event differs from previous study groups.



HOWARD ROSEN is an "AV" rated Attorney and Certified Public Accountant practicing law in Miami, Florida, as a shareholder (partner) in the firm of Donlevy-Rosen & Rosen, P.A. (the "AV" rating is the highest rating accorded by Martindale-Hubbell, an internationally recognized independent attorney rating organization). Donlevy-Rosen & Rosen, P.A. is listed in Martindale-Hubbell's Bar Register of Preeminent Lawyers.

Mr. Rosen served as an Adjunct Professor and lecturer at law at University of Miami School of Law (1991- 2010), a guest lecturer at the University of Miami School of Business Administration, and is an internationally recognized authority and frequent lecturer on the subjects of asset protection, taxation, and estate planning. Mr. Rosen is the Chairman of the Asset Protection Committee of the American Association of Attorney - Certified Public Accountants (2004 - Present).

Mr. Rosen is the co-author of BNA Tax Management Portfolio, “U.S. TAXATION OF FOREIGN ESTATES, TRUSTS, and BENEFICIARIES” (2008) and the founding author of "ASSET PROTECTION PLANNING" (1994; 2002), used by lawyers, CPA's, and estate planners nationwide in researching asset protection and offshore trust issues. Mr. Rosen is the co-author of "ASSET PROTECTION” (2007; 2008), “ASSET PROTECTION IN FLORIDA” (2005, 2006), “ASSET PROTECTION IN VIRGINIA” (2005), "ASSET PROTECTION IN TEXAS " (2004; 2005), and "ASSET PROTECTION IN GEORGIA" (2004), all published by Lorman Education Services. Mr. Rosen is also co-author of “ASSET PROTECTION WITH OFFSHORE TRUSTS” (2008), “DEMYSTIFYING ASSET PROTECTION VEHICLES”(2007), “AN A TO Z GUIDE TO THE FUNDAMENTALS OF ASSET PROTECTION IN FLORIDA” (2005),"UNRAVELING THE MYSTERY OF ASSET PROTECTION VEHICLES IN FLORIDA"  (2004), "ASSET PROTECTION TECHNIQUES IN FLORIDA"  (2001; 2003), and "ASSET PRESERVATION TECHNIQUES IN FLORIDA" (1996), all published by the National Business Institute. Mr. Rosen is the Editor/Publisher of THE ASSET PROTECTION NEWS®, and has also published numerous articles in professional and academic journals such as the University of Miami Law Review, the Asset Protection Journal, Journal of Asset Protection, Taxes Magazine, Journal of Taxation of Investments, University of Miami Business Law Journal, Offshore Finance USA, CCH Financial and Estate Planning, Tax Management's Estates, Gifts and Trusts Journal, BNA Tax Management Portfolios, Estate Planning, Taxation for Lawyers, Taxation for Accountants, International Tax Report, Small Business Taxation, and others.

Mr. Rosen is a member of BNA Tax Management's Advisory Board on Estates, Gifts and Trusts (1994 - Present), the Board of Advisors of the Southpac Offshore Planning Institute (SOPI), the Asset Protection Planning Committee of the Real Property, Probate and Trust Law Section of the ABA, the Tax and International Law Sections of the Florida Bar, and the American Association of Attorney - Certified Public Accountants. Mr. Rosen served as a member of the Board of Advisors of Aspen Publishers’ Asset Protection Journal (1999 - 2001), the Board of Advisors of Warren, Gorham & Lamont’s Journal of Asset Protection (1995 - 2000), the Board of Governors of the Florida Institute of CPA's (1997-1999), as the President (1998 -1999) and as a Director (1991 - 2000) of its South Dade Chapter, and has received the Outstanding Discussion Leader award from the Florida Institute of CPA's. Mr. Rosen also served as a charter member of the Planned Giving Advisory Council of the Baptist Hospital of Miami Foundation. 

Mr. Rosen's educational achievements include a Juris Doctor degree from the University of Miami (Summa Cum Laude - #2 in his class) where he was a Reid Scholar, and a Bachelor of Business Administration degree (in Accounting) from the University of Miami (Magna Cum Laude).

Mr. Rosen concentrates his law practice in asset protection planning and related matters. Admitted to practice law in 1974, his experience includes estate planning, corporate and personal tax planning, foreign tax planning, and other tax related matters. His law offices are located at 2121 Ponce de Leon Boulevard - Suite 320, Coral Gables, Florida 33134; Telephone: (305) 447-0061; Web Site:

Event Type:Study Group
Category:Study Group
Early registration ends on Sep 10, 2012.
Regular registration starts on Sep 11, 2012 and ends on Nov 11, 2012.
Late registration starts on Nov 12, 2012.
(GMT-05:00) Eastern Time (US & Canada)