News & Events

April 18, 2019

Tips, Tricks and Pitfalls when Representing an International Client

Michelle Chapin, Principal

Michelle Chapin presented “Tips, Tricks and Pitfalls when Representing an International Client” to the MSBA Estate & Trust Study Group on April 18, 2019.

Her presentation included:

  • US Situs Assets for Gift Tax vs. Estate Tax
  • Estate Tax Treaties
  • Gifting Between Spouses
  • Caution when naming your fiduciary
  • Residency for Income Tax Purposes vs. Domicile for Estate Tax Purposes
  • Filing Disclosures
  • Filing Obligations under Foreign Bank and Financial Accounts (FBAR) & Foreign Account Tax Compliance Act (FATCA)
  • Foreign Investment in Real Property Tax Act (FIRPTA)
  • 2104(b) Revocable Trust Taint
  • EU Succession Regulation

Michelle is a member of the firm’s Estate Planning, Estate & Trust Administration, Tax and Corporate practice groups.


February 24, 2020

Paley Rothman Welcomes Family Law Associate Hunter Grolman

Paley Rothman is pleased to announce that Hunter Grolman has joined its Family Law practice group as an Associate.

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Tracey Coates podcasting

Black History, America’s Future: A Look at Our Past and an Interview with a Community Leader

In celebration of Black History Month, Tracey Coates chronicles the origins of Black History as American's history and interviews a prominent community leader, Judge Bibi...

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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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