News & Events

June 8, 2017

Tax, Immigration Planning and Compliance for High Net Worth Individuals Acquiring U.S. Citizenship

Paul Marcotte, Tax Chair

Paul Marcotte spoke at the Bloomberg BNA live conference on June 12, 2017.

Paul, who Chairs the firm's Tax practice group and is a member of the Estate Planning, Estate & Trust Administration, and Nonprofit groups, participated in the day-long conference, titled: "Tax and Immigration Planning and Compliance for High Net Worth Individuals Acquiring U.S. Citizenship, Green Cards and Expatriating." Paul was on a panel and covered the tax compliance portion of the program which covered taxpayers with undisclosed offshore accounts/holdings, and various remedied strategies to avoid or reduce impact of often harsh penalties that can be applied absent timely disclosure.

News

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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Blog

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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