News & Events

October 18, 2016

Transfer Tax Planning for Non-citizens and Multinationals

Michelle Chapin, Estate Planning Attorney

On October 18, 2016, Michelle Chapin took part in a panel discussing transfer tax planning for non-citizens and multinationals. Planning for international couples and foreign nationals is becoming a much larger sector of the market place. Learn how to address these challenging client circumstances through expert instruction and a family case study.

This program was hosted by the National Capital Chapter of the Society of Financial Service Professionals. Michelle Chapin is an Associate in the firm’s Estate Planning practice group.
 
Other panelists and instructors included:
Kevin W. Blanton, Assistant Vice President, Associate Counsel, John Hancock
Dennis Bartos, Partner, Agency One Insurance Marketing Group, LLC
David Hollander, Director, Citrin Cooperman
 
Networking coffee, lunch and Q&A included in the program.
 
2 hours of CE pending for DC/MD/VA insurance, PACE, CPE and CFP.
 
Questions? Call 703-532-8778 or email dina@nccfinancialpro.org

For more information, please visit the NCCSFP website: Transfer Tax Planning for Non-citizens and Multinationals.

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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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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