News & Events

May 23, 2018

International Mystery - Unlocking the Secrets to Tax Efficient Trust Structures for Non-U.S. Persons

Paul Marcotte and Michelle Chapin presented at the MSBA's 2018 Advanced Estate Planning Institute on May 23, 2018.

Paul Marcotte, Principal                 Michelle Chapin, Principal

This panel explored, through some illustrative fact patterns/case studies, various trust structures to accommodate inbound wealth transfers by foreign persons with the objective of minimizing impact of U.S. wealth transfer and income taxes, as well as incorporating certain favorable features of local trust law.

For more information about the event, please visit the Maryland State Bar Association's website.

Paul Marcotte Chairs the firm's Tax practice group and is a member of its Estate Planning, Estate & Trust Administration, and Nonprofit groups.

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


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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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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