https://protectyou.com/

(305) 447-0061

Howard Rosen has been a Certified Public Accountant since 1974, and his career has spanned decades of work in taxation and asset protection. Today, as the founder of ProtectYou.com, Rosen specializes in offshore trust structures designed to help clients shield their wealth from creditors and legal challenges.

For more than 33 years, Rosen’s firm has guided doctors, entrepreneurs, and business owners through the intricacies of asset protection. While his early clients were largely physicians, today many are entrepreneurs who have sold their companies and now face the challenge of preserving significant liquid assets. His approach is rooted in a combination of tax expertise—sharpened by ten law school tax courses—and decades of practical success.

One of the most powerful tools Rosen employs is the offshore trust. The Cook Islands, in particular, has become a leading jurisdiction for such structures since introducing its International Trust Act in 1984. With no treaties requiring recognition of U.S. court judgments, the Cook Islands provides a strong layer of security for assets. Rosen, who has visited the islands more than 20 times, emphasizes that no properly structured offshore trust has ever been penetrated by a creditor.

Still, Rosen stresses that these arrangements are not without risk—especially when misunderstood. Many clients mistakenly believe they can continue to control their assets within the trust, not realizing that beneficiaries are subject to the discretion of trustees. Tax misconceptions also abound, as clients may not understand when gift taxes apply or how distributions are treated under federal law. Inexperienced practitioners who rely on generic trust forms can compound these risks, creating serious tax issues for clients.

Another challenge lies in client behavior. Some individuals fail to follow professional advice, exposing themselves to unnecessary risks despite having invested in an offshore trust. Rosen’s success rate—he claims 100% asset protection since founding his firm in 1991—depends on careful planning and clients adhering to the rules.

Looking back, Rosen offers candid advice to younger attorneys: prioritize learning before speaking. The complexities of asset protection demand humility, patience, and a strong foundation in tax law. At the same time, he acknowledges that today’s due diligence requirements are more stringent than ever, making the practice both demanding and rewarding.

Ultimately, Rosen views asset protection as a vital part of financial planning. It is not about evasion but about creating stability, preserving wealth, and ensuring that what clients have built remains safe for future generations. Offshore trusts, when carefully crafted, remain one of the strongest tools to achieve that goal.

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• The Attorney Post
• National ERC
• Andropology

https://www.dstsherpa.com/

In the new episode of The Attorney Post, Ross Rubin and Peter May explore the growing role of Delaware Statutory Trusts (DSTs) and 1031 exchanges in modern wealth management. With Rubin’s background in DST sponsorship and May’s roots in law and financial planning, the episode offers a comprehensive look at how investors can leverage real estate for long-term financial gain.

DSTs, which allow accredited investors to defer capital gains taxes by investing proceeds from property sales into fractional ownership of institutional-quality real estate, are projected to surpass $7 billion in transaction volume. However, Rubin cautions that investors must relinquish direct control and trust the DST sponsor for effective asset management.

May introduces a four-quadrant planning model—focusing on taxes, cash flow, investment position, and estate preservation—as a foundational strategy for clients. He also shares real-life examples of clients who benefited from using passive activity carryforwards to reduce tax burdens on appreciated properties.

A recurring theme is the 45-day identification window for 1031 exchanges. Investors facing tight timelines often find DSTs helpful due to their pre-approved structure. Still, May notes that environmental concerns, like those in Florida, and high state taxes, such as in California, influence client decisions on DST location.

The episode also compares DSTs to REITs. DSTs offer targeted exposure—typically in multifamily, industrial, or medical office assets—but are illiquid and usually held for 4–7 years. Some may be converted into 721 UPREITs, permanently changing their tax deferral eligibility.

May and Rubin warn against common DST misconceptions, such as the belief that proceeds must be invested into one DST. Instead, investors can allocate funds across multiple trusts for better diversification. The minimum investment, typically $100,000, makes this flexibility achievable for many sellers.

Both guests stress due diligence and understanding sponsor health, especially since DSTs cannot raise capital post-offering. Their conversation serves as a timely reminder that proper guidance, compliance, and planning are essential when considering DSTs.

For anyone looking to optimize real estate investments and defer capital gains taxes, this episode delivers a wealth of knowledge from two trusted voices in the field. Visit https://www.dstsherpa.com/ to learn more about how Rubin and May are helping investors make smarter, tax-efficient decisions.

Sponsors:

• RankWith.News
• The Attorney Post
• National ERC
• Andropology

https://www.kirtonmcconkie.com/

801-328-3600

In a recent episode of The Attorney Post, Jonathan Bench, an international business attorney, shares his perspective on the legal industry, his personal career path, and the evolving role of lawyers in a tech-driven world.

Bench didn’t follow a typical legal career. Early on, he felt out of place in law school and even questioned if he should’ve gone into marketing instead. But with support from family and a background in Chinese language and international experience, he found his way. His pursuit of an MBA while in law school became a turning point, expanding his understanding of how legal and business principles intersect.

Today, Bench works on complex international mergers and acquisitions. One deal he discussed on the podcast involves parties from Asia and the Middle East with over 80 pages of contract language—demonstrating just how intricate global business law can get.

Bench is especially client-focused. He’s not afraid to say “no” if he knows another firm or expert would serve a client better. This approach has earned him long-term trust and repeat business. He also shared regrets from early in his career—primarily, not seeking help soon enough. That humility now shapes how he mentors others.

The conversation moved into emerging industries, including cannabis law and blockchain. Bench shared the reality of working in cannabis, from landlord disputes to navigating evolving regulations. He also delved into his entry into the crypto space, having spent half a year learning before representing clients in that industry.

He warned that AI is moving fast and could soon dominate online content creation. But he also emphasized the growing divide between countries with access to tech and those without. Ignoring these shifts, Bench says, would be a mistake.

From workplace culture to geopolitical trends, Jonathan Bench offers a legal voice rooted in realism, respect, and forward-thinking.

Sponsors:

• RankWith.News
• The Attorney Post
• National ERC
• Andropology

https://eaglelawfirm.com/

https://www.youtube.com/@thetiltedlawyer

(909) 757-6540

In a candid conversation on The Attorney Post, Omar Serrato offers critical insights into the legal and emotional complexities of family law, where over 70% of his practice is concentrated. Focusing on cases involving custody and visitation, Serrato emphasizes that most clients are emotionally invested parents—not adversaries—but tensions often lead them to expect aggressive courtroom performances.

Serrato highlights that this expectation can backfire. Instead, he champions a strategy rooted in empathy, preparation, and realistic planning. When children have lived primarily with one parent, courts typically favor maintaining that stability, regardless of the emotional stakes. He also warns about frivolous domestic violence claims and the potential misuse of AI-generated evidence, which may skew outcomes in sensitive cases.

In addition to family law, Serrato reflects on a pivotal criminal trial that resulted in a guilty verdict after four days of jury deliberation. The emotional fallout was so severe that he sought therapy and restructured his entire approach to witness preparation.

Some legal battles take strange turns. Serrato recounts a case where a woman falsely claimed pregnancy using fabricated ultrasound images found online. Her actions led to seven felony charges, highlighting the importance of verifying evidence and remaining vigilant, even in the most unusual circumstances.

Beyond the courtroom, Serrato engages with legal audiences through his Tilted Lawyer Podcast, contributing thoughtful perspectives while remaining critical of unqualified online content creators.

Serrato reminds clients of the financial toll of litigation, urging them to prioritize hiring strategic and communicative attorneys. Rather than pursuing personal vindication, the focus should remain on protecting family stability and crafting reasonable legal solutions.

Sponsors:

• RankWith.News
• The Attorney Post
• National ERC
• Andropology

https://www.cifarelliinjurylaw.com/

(949) 502-8600

Tom Cifarelli has spent more than 30 years representing survivors of child sexual abuse.

Building a Reputation for Justice

Cifarelli began by working on catastrophic injury claims before pivoting to abuse litigation. He recalls alarming instances in which schools retained known offenders, despite prior incidents. One of his most significant legal achievements was securing the largest jury verdict in Los Angeles County history for student-on-student sexual violence. Another case resulted in a record-setting $9.5 million pre-trial settlement—the largest of its kind in California.

Addressing Statutes of Limitations

Survivors often struggle with trauma and repression, which can delay reporting for years. California law has been adjusted to accommodate repressed memory claims, and Cifarelli highlights the importance of these legal exceptions in enabling survivors to pursue justice despite delayed recollection.

Protecting Survivor Privacy

To help survivors remain anonymous and safe, Cifarelli files cases under pseudonyms such as Jane or John Doe. Additionally, evidence like therapy or school records is handled to preserve confidentiality and emotional security throughout litigation.

The Emotional Weight of Litigation

The act of filing a lawsuit can retraumatize survivors. Cifarelli urges legal actors to recognize this sensitivity and balance transparency with privacy, particularly in light of policies stemming from landmark decisions like MG vs. Time Warner.

Confronting Abuse Behind Closed Doors

Cifarelli’s cases often reveal abusers operating in trusted environments: schools, youth sports leagues, religious centers, and even medical settings. He notes the alarming number of abuse cases involving low-paid teachers, doctors, and clergy.

Institutional Accountability

Institutions sometimes fail to report or conceal abuse allegations. Mandatory reporters are legally required to notify child protection authorities, but enforcement is inconsistent. Grants and lawsuits have spurred changes—like hotlines and conduct codes—though more work remains.

Expanding Advocacy Despite Limitations

Though based in California, Cifarelli’s firm collaborates with out-of-state counsel to support survivors elsewhere. Even so, capacity constraints mean many valuable cases cannot be taken on, a situation he acknowledges with regret.

Conclusion: Law as Healing Path

Tom Cifarelli’s career exemplifies how legal action can offer survivors both justice and healing. Landmark verdicts, nuanced understanding of trauma, and unflinching institutional challenges show that carefully committed representation can break cycles of abuse and reinforce safety systems in schools, churches, and communities.

Sponsors:

• RankWith.News
• The Attorney Post
• National ERC
• Andropology

https://www.breedenfirm.com/

(919) 661-4970

In this episode of The Attorney Post, attorney Jonathan Breeden shares the story behind the growth and mission of Breeden Law Office, a family law firm located near Raleigh, North Carolina. His firm has become known for its strong focus on divorce, child custody, adoption, and domestic matters, especially in high-asset cases.

Over the past five years, the firm has grown from three to 23 employees. This growth is supported by internal systems designed to provide a consistent and reliable experience for clients. Breeden draws inspiration from service industries that emphasize uniformity and quality, ensuring that every client receives clear communication and realistic expectations.

Central to Breeden’s philosophy is the belief that children deserve the involvement of both parents. He acknowledges that clients often enter legal proceedings emotionally charged, but he works to refocus them on long-term goals, particularly what’s best for their families. His approach favors settlement over litigation when appropriate, as courtroom battles often create lasting emotional and financial strain.

Breeden also discusses the firm’s challenges and successes through the COVID-19 pandemic. While many firms scaled back, he made the decision to maintain the firm’s marketing efforts, which helped preserve momentum. Now, with most legal hearings back in-person in North Carolina, the firm continues to thrive.

The conversation also touches on evolving custody laws. Once biased toward maternal custody, courts now more frequently award joint custody, with 50/50 splits becoming standard. Breeden shares a meaningful case where he helped a father win full custody, reflecting the positive impact that tailored legal advocacy can bring.

Later in the episode, Breeden addresses broader trends, including the rise of AI and non-attorney legal services. While recognizing their role, he voices concern about the potential loss of human connection and nuanced advocacy. He also highlights the risks of “assembly-line” legal services that may prioritize speed over quality.

In closing, Breeden reflects on hiring challenges, particularly finding experienced attorneys aligned with his firm’s values. His long-standing presence in the legal field and unwavering focus on client care position him as a thoughtful voice in the evolving family law landscape.

Sponsors:

• RankWith.News
• The Attorney Post
• National ERC
• Andropology

https://www.emmerlawplc.com/

248-859-0015

On The Attorney Post, attorney Max Emmer discusses how he is reshaping family law with a people-first, resolution-focused mindset. With 13 years in legal practice and four years running his own firm, Emmer offers a unique blend of personal commitment and legal insight.

Emmer’s decision to prioritize amicable outcomes rather than litigation sets him apart. About one-third of his practice involves collaborative divorces, where both parties commit to peaceful negotiation. Another third includes one-lawyer cases or mediation. This structure reflects Emmer’s belief that divorce doesn't have to be a battle.

He also tackles common misconceptions. For example, many clients still expect courts to favor mothers in custody cases. However, Emmer explains that most arrangements today result in balanced splits like 50/50 or 49/51, aligning with modern family roles and child well-being.

The pandemic deeply influenced Emmer’s practice. Starting his firm in mid-2021, Emmer had to adapt quickly to virtual courts and remote client consultations. He has since embraced limited scope representation, which allows clients to access legal help without high upfront retainers.

Emmer also draws from real cases to highlight the human side of law. From absurd disputes over appliances to serious concerns in adoption and divorce, his stories reflect the emotional complexity of family law.

Beyond courtroom strategies, Emmer sees legal practice as a customer service role. He keeps his client list small—around a dozen—so he can provide high-quality, attentive representation. For those unable to afford a full-service attorney, he points to resources like the Great Lakes Legal Fund Society.

Emmer's approach reminds listeners that the law is about people, not just process. His commitment to fairness, flexibility, and truth-telling in emotionally charged cases makes him a standout voice in today’s legal landscape.

Sponsors:

• RankWith.News
• The Attorney Post
• National ERC
• Andropology

https://www.ogcsolutions.com/

201-712-1616

Mark Snyderman, COO and General Counsel of OGC Solutions, appeared on The Attorney Post to break down today’s legal landscape for growing companies. With nearly 30 years of experience, Snyderman’s conversation focused on mergers and acquisitions, client ethics, and adapting to a changing legal workforce.

Snyderman revealed how legal services—once reserved for major corporations—are now critical for smaller firms. OGC Solutions fills that gap, helping clients handle everything from contract law to compliance and crisis management.

He spotlighted common M&A mistakes, such as hidden liabilities and poor legal review. In one instance, a seller failed to pay workers' comp for a decade, a costly mistake that nearly fell on the buyer. Snyderman recommends legal education platforms like Prep4MA.com to help entrepreneurs and their attorneys avoid preventable losses.

Ethics was another major theme. Snyderman described the difficulty of severing ties with clients whose values didn’t align with his firm’s. Despite long-standing relationships, ethical boundaries remain non-negotiable.

The episode concluded with a forward-looking take on AI’s role in law. While automation could disrupt traditional roles, Snyderman emphasized that clients still crave human advice grounded in real-world experience—what he calls “artisanal” legal content.

Sponsors:

• RankWith.News
• The Attorney Post
• National ERC
• Andropology

https://youtu.be/ZBzaNSEIntY