News & Events

October 18, 2017

Pre-Retirement Planning Series - Estate Planning for U.S. and Non-U.S. Citizens

  • October 18, 2017
  • Event Date: October 18, 2017 Add to calendar
  • Time: 1:30pm – 2:30pm

Deborah Cohn and Michelle Chapin were featured presenters on estate planning as part of the World Bank Pension Department’s Pre-Retirement Planning Series on October 18, 2017.

Deborah Cohn, who belongs to Paley Rothman’s Estate PlanningEstate & Trust Administration, and Tax practice groups, spoke to unmarried U.S. citizens and couples comprised of two U.S. citizens on how to take advantage of state and federal estate tax exemptions, the use of trusts and a variety of other relevant topics. Michelle Chapin, also a member of the firm’s Estate PlanningEstate & Trust AdministrationCorporate and Tax practice groups, provided an overview presentation on basic estate planning (e.g., defining and differentiating between a will, a revocable trust, power of attorney, medical directive, probate and its advantages and disadvantages) and then addressed non-U.S. citizens on a variety of issues, including the different tax systems that apply to individuals who are—and are not—domiciled in the U.S. for estate tax purposes, the federal estate tax exemption available in both scenarios and those assets subject to or exempt from tax in both situations.

News

September 26, 2022

Jessica Summers Provides Commentary for HR Dive Concerning Pre-Employment Testing Policies

Employment Law Principal, Jessica Summers, spoke with Ryan Golden of HR Dive to provide commentary for, "Employers face ‘new era’ of drug testing in post-pandemic landscape" on September 22, 2022.

Read More

Blog

Presenting Presidential Medal of Freedom Winner, Sylvia Mendez

A young Mexican-American girl named Sylvia Mendez was at the center of the famous Mendez v. Westminster case from 1947, which led to the desegregation of schools for Latino...

Read More

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.

Read More