Representative Matters: Estate Planning
- Assisted US beneficiary of foreign trust, which was part of a multi-layer planning structure created by parent, to migrate the trust to the US, minimizing adverse tax consequences and future administration expenses and dealing with compliance problems arising from prior administration of trust.
- Advised foreign nationals on pre-immigration tax planning, including making non-taxable transfers to U.S. beneficiaries through complex structures and shedding foreign holding companies and other foreign assets that would create significant adverse US compliance burdens for parents and children upon parents' immigration.
- Advised foreign parent of US child on options for structuring transfer of complex and extensive business holdings to US dynasty trust for child so as to minimize or eliminate burdensome tax compliance issues for child and significantly reduce child's potential US tax exposure.
August 15, 2019
Paley Rothman is pleased to announce that 17 lawyers have been named to the 2020 Edition of Best Lawyers in America.Read More
These small business owners and employees took saving for their retirement seriously and now stand to have their beneficiaries face disastrous income tax treatment by changing...Read More
Jeffrey Kolender, Paula Calimafde, and Michelle Chapin were all featured in the most recent edition of the magazine. The feature is in the July/August 2018 edition of Bethesda Magazine. This year, 17 attorneys were listed as the Top Estate Lawyers by their peers, and 8 were selected as Rising Stars.
For the sixth year in a row, Paley Rothman earned national and local honors in US News-Best Lawyers 2018 “Best Law Firms” rankings.
Paley Rothman is pleased to announce that 16 lawyers have been named to the 2018 Edition of Best Lawyers in America. We would like to congratulate the following attorneys named to this year’s list.