"Domestic Asset Protection Trusts Can Fail" Says Heckerling Panelist

The nation's leading estate planning conference hosted experts that identified fatal flaws in domestic trusts.

Jan 28, 2014, 10:00 ET from Donlevy-Rosen & Rosen, P.A.

MIAMI, Jan. 28, 2014 /PRNewswire-iReach/ -- The 48th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida from January 13 to 17, 2014.  The Heckerling is the leading conference for estate planning attorneys, CPAs, and other professionals, and is the largest of its kind.  It is sponsored by the University of Miami School of Law. Exhibitors and speakers include the nation's leading experts on domestic asset protection trusts (DAPTs) and foreign asset protection trusts (FAPTs).

One hot topic at this year's Heckerling was the effectiveness of DAPTs, as states continue to enact legislation in hopes of taking business away from long-established FAPT jurisdictions. A panelist at the conference noted that DAPTs, even when properly implemented, have failed.

Donlevy-Rosen & Rosen, P.A., an exhibitor at the Heckerling for more than a decade, has published an article discussing DAPTs and FAPTs. The article rectifies common misconceptions in comparing DAPTs and FAPTs. Link to article: http://trustne.ws/uj92t

Donlevy-Rosen & Rosen, P.A. will also be an exhibitor and Silver Sponsor of the Estate Planning Council of Greater Miami's 2nd Annual Estate Planning Symposium. The symposium will be held at the University of Miami's BankUnited Center, on February 11, 2014.

Persons interested in attending the Estate Planning Symposium should contact the event's coordinator, ManageAbility (www.manage-ability.net). Donlevy-Rosen & Rosen, P.A. will be on site to discuss FAPTs and other offshore asset protection strategies. The firm works with attorneys, CPAs, and other professionals throughout the United States in providing effective asset protection solutions to their clients. 

Direct link to article: http://trustne.ws/uj92t

Estate Planning Council of Greater Miami's 2nd Annual Estate Planning Symposium: http://www.epcmiami.org/events/event/9953

About the Heckerling Institute on Estate Planning: http://www.law.miami.edu/heckerling/

About Donlevy-Rosen & Rosen, P.A.

Donlevy-Rosen & Rosen, P.A. is law firm with a national practice focused on asset protection planning and offshore trusts.  Attorneys Howard Rosen and Patricia Donlevy-Rosen co-founded the firm in 1991, and have since become internationally recognized authorities in the field of asset protection planning.  On the web: http://protectyou.com.

About Patricia Donlevy-Rosen, Esq.

Donlevy-Rosen is the author of "Asset Protection Planning," a Tax Advisors Planning Series book published by Research Institute of America.   She concentrates her practice in the protection of immovable assets such as real estate. Full bio: http://trustne.ws/pdr

About Howard Rosen, Esq.

Rosen, an attorney and Certified Public Accountant, is the founding author of the BNA Tax Management Portfolio "Asset Protection Planning" (1994, 2002), and is considered an authority on offshore asset protection planning.  Rosen was an adjunct professor at the University of Miami School of Law for twenty years.  Full bio: http://trustne.ws/hdr.  

Media Contact: Sam Phillips, Donlevy-Rosen & Rosen, P.A., 305-447-0061, press@protectyou.com

News distributed by PR Newswire iReach: https://ireach.prnewswire.com

SOURCE Donlevy-Rosen & Rosen, P.A.