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

Asset Protection Success Stories: The Medical Practice
A brief case study to illustrate how effective asset protection planning can benefit clients who own or operate a medical practice.
How to Avoid Entanglement with Unethical Offshore Companies
How can professionals and clients make sure they are doing business with reputable offshore companies?
Asset Protection Success Stories
There are tens of thousands of successful offshore asset protection trusts; why aren’t there more examples of their effectiveness?
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.
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