Donlevy-Rosen & Rosen, P.A.

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Donlevy-Rosen & Rosen, P.A. 

Asset Protection Planning Representation for Individuals and Businesses Nationwide. Practice concentrated in offshore trust planning and related matters.
Size of Organization: 2
Year Established: 1990
Web Site:

Telephone: 786-463-4086
Toll Free: (800) 417-7134 Fax: 305-447-9888

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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 36+ 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 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

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 Florida Accounting Conference

American Institute of CPA's National Tax Conference

Florida International University

University of Missouri at Kansas City: Heart of America Tax Institute (2008)

Osgoode Hall Law School CLE (York University - Toronto, Canada)

Nebraska, Wyoming, South Dakota Bar Associations

State Bar of Nevada

Wilshire Bar Assoc. (Los Angeles, California)

Florida Institute of CPA's

Florida Bar

Washington State Bar Association

State Bar of California

Colorado Bar

Utah State Bar

Santa Clara County Bar (California)

Southpac Offshore Planning Institute (2007, 2008)

Central New Jersey Estate Planning Council

Institute for International Research

Estate Planning Council of Seattle

Essex County (NJ) Bar Tax Committee

Indianapolis Bar Association (Indiana)

Michigan Association of CPA's

Society of Louisiana CPA's

American Association of Attorney - CPA's National Convention

Baptist Hospital Of Miami Foundation

American Society of Women Accountants - 61st Annual Convention

American Society of Women Accountants - 58th Annual Convention

Institute of Certified Financial Planners - 1997 Mid-Atlantic Retreat

Bergen County (NJ) Estate Planning Council

Broward County (FL) Estate Planning Council

Travis County (Texas) Bar

"Jim Barry's Financial Success," Nationally Broadcast PBS TV Show

Boston Estate Planning Council

Estate Planning Council of Diablo Valley (California)

Coral Gables Bar Association

Greater Ft. Lauderdale Tax Council

Tampa Bay Society of Plastic Surgeons

Estate Planning Council of Mississippi

Estate Planning Council of Lee County (FL)

Financial Planning Association of Broward

Law Education Institute - 2001 & 2002 National CLE Conferences, Colorado

Estate Planning Council of Gainesville (FL)

Allegheny County (Pittsburgh, PA) Bar Association

North Carolina Association of CPA's - Annual Convention

Orange County (Florida) Bar Association (Tax Section)

Central Florida Estate Planning Council

Durham/Orange Estate Planning Council (North Carolina)

Wake County Estate Planning Council (North Carolina)

Cincinnati Estate Planning Council

Continuing Professional Education, Inc. (CPE, Inc.)

Indian River Estate Planning Council (Florida)

Westchester County Estate Planning Council (New York)

District of Columbia Bar - Tax Section

Swiss-American Chamber of Commerce

CPA - LAW Forum

Dade County Chapter of the Florida Institute of CPA's

East Coast Estate Planning Council (West Palm Beach)

East Coast Chapter of the Florida Institute of CPA's

Atlantic Chapter of the Florida Institute of CPA's

Broward County Chapter of the Florida Institute of CPA's

Gulf Coast Chapter of the Florida Institute of CPA's

South Dade Chapter of the Florida Institute of CPA's

West Coast Chapter of the Florida Institute of CPA's

Gold Coast Chapter of the Florida Institute of CPA's

North Dade/South Broward Estate Planning Council

Greater Miami Tax Institute

Estate Planning Council of Naples

Institute of Certified Financial Planners

The Jewish Community Foundation of South Palm Beach County

Martin County Estate Planning Council

Monroe County Estate Planning Council

Montgomery/Prince George's County Tax Study Group (Maryland)

Palm Beach Tax Institute

South Dade Estate Planning Council

Barry Financial Group Annual Financial Planning Workshop

Blanchard's Mid-Year Investment Conference

"Radio Free California" KGDP, Rob Walter Show (Broadcast locally; Webcast Worldwide)

"To The Contrary" - Nationally Broadcast PBS Television Show

"Legal Report" - Karl Kilb interview, Bloomberg Information Radio Network, National Radio Broadcast, and worldwide on Bloomberg Terminals

"Your Money" - CNN International TV Broadcast (March 1, 1997)

"Money Talk" - Ted David interview, CNBC National TV Broadcast

"Financial Freedom," Nationally Broadcast PBS TV Show

"Bill Bresnan Show" - Business Radio Network - Nationally Broadcast Radio Show

KGLO Radio, Keith George Show (California)

KRLD Radio, Jody Dean Show (Dallas, TX)

KFON Radio, Ben Baldwin Show (Austin, TX)

Business Day Radio Show, Business Radio Network

Investment Seminars Incorporated "ISI" (San Francisco & Las Vegas)

Internal Revenue Service

South Miami Hospital Foundation

Mercy Hospital Anesthesiology Group

Smith Barney

Paine Webber

South Palm Beach County Dental Association

Greater Miami Dental Society






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Total number of Peer Review Rated lawyers of Donlevy-Rosen & Rosen, P.A.: 2


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