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.

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