News & Events

October 20, 2015

New 2801 Guidance – Succession Tax on Gifts/Bequests from Covered Expatriates

  • October 20, 2015
  • Event Date: October 20, 2015 Add to calendar
  • Time:
  • Location: Mid-Atlantic Society of Trust and Estate Practitioners
Paul Marcotte, Tax Chair

Paul Marcotte was a featured speaker at a Mid-Atlantic Society of Trust and Estate Practitioners presentation on October 20, 2015. The presentation covered new IRS guidance on IRC Section 2801 succession tax on gifts and bequests from covered expatriates.

Paul participated the round table discussion of the succession tax, along with Ellen Harrison, Michael Pfeifer and Marianne Kayan. Paul is Chair of the firm’s Tax practice, and a member of its Corporate, Estate Planning and Estate & Trust Administration practice groups.

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.

Read More

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...

Read More

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.

Read More