Study Group: Special Drafting Considerations For Asset Protection Trusts

Apr 28, 2015 02:00pm -
Apr 28, 2015 03:00pm

Event Description



Special Drafting Considerations For Asset Protection Trusts


Tuesday, April 28, 2015 @ 2pm EST


Registration Fees


CPE/CLE* Credit

AAA-CPA Members $15.00



Non CPE/CLE Credit



 Non-Members $25.00 


Dial-in number and passcode are emailed once registration is received. Materials for the program will be sent via email one day prior to the program. 


Presented by: Howard Rosen, Esq.


This Study Group will cover how to draft certain protective provisions which should be included in asset protection trusts; How those provisions work.


Howard Rosen, Esq. is a shareholder (partner) of the law firm of Donlevy-Rosen & Rosen, P.A.  Howard is the co-author of "Asset Protection: A Guide For Professionals" (2014). His other notable publications include the BNA Tax Management Portfolio titled "Asset Protection Planning" (1994, 2002), of which he is the founding author. Due to Howard's extensive experience with offshore asset protection planning and the related tax issues, he is regarded as an authority on the subjects among his peers.  




AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website These programs meet the NASBA standards of 1 (50 minute) hour of instruction. 

*CLE varies by state. Though we are accredited for CLE in both TX and PA they will not accept Study Groups for credit. We are currently working on arranging for provider status for these programs through those states. If you require CLE in a specific state, please send a request to and we will do our best to arrange for CLE credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee.



Event Type:Study Group
Category:Study Group
Early registration ends on Nov 11, 2014.
Regular registration starts on Nov 12, 2014 and ends on Apr 28, 2015.
Late registration starts on Apr 29, 2015.
(GMT-05:00) Eastern Time (US & Canada)