Patricia Donlevy-Rosen

Donlevy-Rosen & Rosen, P.A.

Patricia Donlevy-Rosen, Esq. is  a partner of the law firm of Donlevy-Rosen & Rosen, P.A. Her notable publications include the RIA Tax Advisors Planning Series titled “Asset Protection Planning.” Due to their extensive experience with offshore asset protection planning and the related tax issues, they are regarded as authorities on the subjects among their peers.  You can read more at

Five Myths About Offshore Asset Protection Trusts
It’s important to educate oneself on the differences between onshore and offshore planning and to understand the truths versus the myths.
Ethical Considerations in Asset Protection Planning
Many practitioners avoid asset protection planning or try to dissuade their clients from using asset protection trusts, fearing that asset protection planning is unethical.
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links
Wealth Planning Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×