Attorney-CPA Howard Rosen Highlights Core Principles of Offshore Trust Asset Protection Strategies in 2026 And Beyond

In this episode of Global Economic Press, Alex Brady delves into the complex realm of offshore trust asset protection strategies with insights from Attorney-CPA Howard Rosen. Rosen, from the Coral Gables-based law firm Donlevy-Rosen & Rosen, P.A., has released a comprehensive guide detailing the evolving landscape of offshore trusts in 2026 and beyond. The discussion highlights the core principles and strategic measures that are shaping the future of asset protection, emphasizing the importance of combining strategic trust creation with lawful planning measures. This ensures that client assets are insulated from unforeseen liabilities while maintaining transparency under applicable tax laws.

The episode further explores how Rosen's 2025 guide provides clarity on utilizing irrevocable trusts, self-settled spendthrift trusts, and foreign trusts as integral tools within a broader wealth management plan. It underscores the significance of trust structure, trust instrument drafting, and jurisdictional selection in enhancing the enforceability and sustainability of offshore asset protection tools. Additionally, the guide addresses the intersection of estate planning and international trust strategies, focusing on efficient wealth transfer and compliance with international tax laws. For more information on these strategies and the services offered by Donlevy-Rosen & Rosen, P.A., visit their website at https://protectyou.com/.