News & Events

November 30, 2009

Robert Maclay and Deborah Cohn Present Estate Planning Seminar at World Bank

Robert Maclay and Deborah Cohn in November made their twice-a-year presentation on estate planning as part of the World Bank Pension Department’s Pre-Retirement Planning Series.

Bob, a member of the firm’s Estate Planning, Estate & Trust Administration, Tax and Health Law practice groups, spoke to unmarried U.S. citizens and couples comprised of two U.S. citizens on taking advantage of state and federal estate tax exemptions, the use of trusts and a variety of other topics of interest to the participants. Debbie, who also 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. Debbie also chaired a full-day MICPEL program on Will Drafting and discussed ethics, standard of care and attorney-client privilege in addition to speaking on certain non-dispositive provisions, including probate avoidance strategies, beneficiary designations and joint property.

News

April 2, 2018

Robert Shulman Joins Paley Rothman as Principal in Insurance Recovery, Litigation Practices

Robert Shulman joins the firm as a Chair of our new Insurance Recovery practice, and a member of in our Litigation group, adding his more than 35 years of experience in insurance recovery on behalf of policyholders.

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Blog

It’s tax filing season again. Beware!

The scammers are out in force with new tax scams. What are the latest tax return scams?

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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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