News & Events

October 19, 2017

“I’ve Got an International Secret” Uncovering the Mysteries of Drafting DE Trusts for Non-US Persons

Paul Marcotte, Principal

Paul Marcotte spoke at the 2017 Delaware Trust Conference on Tuesday, October 24, 2017.

Paul, who Chairs the firm's Tax practice group and is a member of its Estate Planning, Estate& Trust Administration and Nonprofit practice groups, spoke about the intricicies of Delaware trusts for non-U.S. persons. 

A description of the event is below:

An exploration, through several illustrative fact patterns, of various Delaware trust structures to accommodate inbound wealth transfers by non-US persons with objectives of creating a wealth transfer in a stable jurisdiction, minimizing the impact of US wealth transfer and income taxes, and incorporating favorable features of Delaware trust law

News

March 21, 2023

Michelle Chapin’s Article on the Use of Arbitration Causes in Trusts is Published by the MSBA’s Estate & Trust Law Section

Michelle Chapin, a Principal in Paley Rothman’s Estate Planning department, authored an article titled "(Un)Enforceability of Arbitration Clauses in Maryland Trusts" in the MSBA's Estate & Trust Law Section Newsletter Volume 29 Issue 1.

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Blog

Sec. Deb Haaland – First Native American in the Cabinet

Sec. Deb Haaland is the first Native American to serve in the President’s cabinet and has been instrumental in bringing attention and action to the horrific incident rate of...

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Resource Center

Paley Rothman shares this library of resources with clients and friends of the firm to help them stay ahead of legal and business developments and trends. Here, you will find helpful tips and tools written by our attorneys and relevant to our areas of practice.

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