Monday, March 15, 2010

Southpac Announces the 2010 Southpac Offshore Planning Institute -- October 28 & 29 at the Atlantis, Paradise Island, Bahamas

Southpac is pleased to announce the Atlantis, Paradise Island, in the Bahamas as the site for the 2010 Southpac Offshore Planning Institute, to be held October 28 & 29, 2010. New speakers and topics have also been added to make this year's program the best offshore planning conference yet. The 2010 Southpac Offshore Planning Institute will feature several of the world's foremost authorities addressing offshore planning topics including foreign asset protection trusts, offshore banking, captive insurance strategies, using life insurance and annuities for asset protection and tax mitigation, and U.S. and international regulation and enforcement in the offshore arena.

Paradise Island, Bahamas (PRWEB) March 15, 2010 -- Southpac Group is pleased to announce the 2010 Southpac Offshore Planning Institute, to be held at the Atlantis, Paradise Island, in the Bahamas on Thursday and Friday, October 28 and 29, 2010. The Southpac Institute will feature 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.

Southpac Group - First there must be trust.
Southpac Group - First there must be trust.
Featured speakers at this year's event include the following:
[T]he Southpac Institute is regarded as the leading CLE conference on offshore tax and asset protection planning, and one of the finest CLE conferences in North America.
-- 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.

--John E. Dawson of Lionel, Sawyer & Collins (Las Vegas, NV), whose firm provides guidance to high net worth clients on sophisticated wealth management strategies, participating in a panel discussion on Building and Marketing the Successful Asset Protection Practice.

-- 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.

-- Jeffrey M. Verdon of the Jeffrey M. Verdon Law Group, LLP (Irvine, CA) and Oshins & Associates, LLC (Las Vegas, NV), leading a panel discussion with fellow attorneys and business consultants on Building and Marketing the Successful Asset Protection Practic.

-- Edward D. Brown of Engel & Reiman pc (Denver, CO), an attorney with a nationally-recognized firm for integrated estate planning, presenting on Trusts: Funding & Operations as well as a panel discussion on understanding events of duress, carve-out clauses, and other complex planning issues.

--David M. Henderson, J.D., LL.M., CPA of Duggan Bertsch, LLC (Chicago, IL), providing an update on International Tax and Asset Protection Planning with Life Insurance & Annuities.

---Leslie A. Share of Packman Neuwahl & Rosenburg (Miami, FL), an accomplished international planning attorney, presenting on U.S. Tax Considerations & Planning Strategies.

--John E. Sullivan, III of Sullivan & Sullivan Ltd., a Cleveland area boutique law practice nationally recognized for its experience with foreign asset protection trust litigation, presenting on Creditor Challenges to Asset Protection Structures: History and Recent Developments.

--Bradley G. Barth, a partner with Barth, Berus & Calderon, LLP (Orange, CA), speaking on Beyond Trusts: Practical Considerations and Innovative Planning Techniques to Protect Everything Else.

--David M. Grant, an attorney with JEFFREY BURR, LTD. (Las Vegas, NV), discussing Offshore Business Entities: IBCs, LLCs, and Foundations.

--Jeffrey Rubinger, a partner with Holland & Knight (Ft. Lauderdale, FL), discussing recent developments in Tax Law Enforcement and Offshore Planning: What You Need to Know.

--Neal B. Rubin , Managing Director of Rochdale Offshore Investment Management (New York, NY) and Co-Chair of this year's Southpac Institute, moderating a panel discussion on Offshore Banking Practices & Strategies.

--Scott Howley, Private Banking Manager for Capital Security Bank Limited (Cook Islands), presenting on Completing the Asset Protection Plan: Migrating Client Assets Offshore.

--John V. Ivsan, Director of Southpac Group Switzerland GmbH (Zürich, Switzerland) and Co-Chair of this year's Southpac Institute, delivering Opening Remarks.

--A ticketed conference reception and dinner featuring James A.F. Wadham, Director of the Fiduciary & Consulting Group (Hong Kong), along with members of the Southpac Board of Advisors will be held on the evening of Thursday, October 29th.

Southpac is pleased to work with attorneys seeking to obtain CLE credit for the entire two-day program. The Southpac Offshore Planning Institute was founded several years ago to provide a series of conferences and educational venues supporting better knowledge and understanding of asset protection and offshore planning among attorneys and accountants. Today, the Southpac Institute is regarded as the leading CLE conference on offshore tax and asset protection planning, and one of the finest CLE conferences in North America.

The Southpac Group is the world's leading offshore asset protection trust company, with offices in the Cook Islands, Nevis, New Zealand, and Switzerland. Southpac helped author the first ever asset protection trust law, the International Trusts Act, 1989 of the Cook Islands, which has served as the template for similar legislation in over a dozen other countries and several U.S. states. Southpac Group affiliates include Capital Security Bank, the only full service private bank operating exclusively from the Cook Islands, Southpac Life Insurance Limited, and International General Insurance (Cook Islands) Limited.

This year's Southpac Institute is sponsored by Rochdale Offshore Investment Management and hosted by Southpac Group Switzerland Limited. Attorneys, accountants, and wealth management planners are welcome to register for the event by contacting Southpac Group Switzerland GmbH at +41.44.586.11.32 or by visiting www.southpacinstitute.com. US participants may call (858) 348-4451 for more information or to register.

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