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.

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