March 12, 2015
Deborah Cohn and Jeffrey Kolender Present to World Bank
- March 12, 2015
- Related Attorneys: Deborah Cohn, Jeffrey Kolender
- Related Practice Areas: Estate Planning, Estate & Trust Administration
Deborah Cohn and Jeffrey Kolender were featured presenters on estate planning as part of the World Bank Pension Department’s Pre-Retirement Planning Series (March 12, 2015).
Debbie, who belongs to Paley Rothman’s Estate Planning, Estate & Trust Administration and Tax 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.
Jeffrey, Chair of the firm’s Estate Planning and Estate & Trust Administration 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.
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.Read More
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...Read More