Representative Matters: Estate Planning
- Assisted US beneficiary of foreign trust, which was part of a multi-layer planning structure created by parent, to migrate the trust to the US, minimizing adverse tax consequences and future administration expenses and dealing with compliance problems arising from prior administration of trust.
- Advised foreign nationals on pre-immigration tax planning, including making non-taxable transfers to U.S. beneficiaries through complex structures and shedding foreign holding companies and other foreign assets that would create significant adverse US compliance burdens for parents and children upon parents' immigration.
- Advised foreign parent of US child on options for structuring transfer of complex and extensive business holdings to US dynasty trust for child so as to minimize or eliminate burdensome tax compliance issues for child and significantly reduce child's potential US tax exposure.
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
Paley Rothman is delighted to announce that 14 of the firm’s attorneys have been named Maryland Super Lawyers and Rising Stars for 2023. Family Law attorney Glenn Cooper was ranked the Number 1 Lawyer in Maryland. Both Glenn and Litigation attorney Trish Weaver were named in the Super Lawyers Top 100 List and Trish was honored in the list of Top 50 Women.
For the 11th year in a row, Paley Rothman earned national and local honors in U.S. News - Best Lawyers® 2023 "Best Law Firms" rankings.
Paley Rothman is pleased to announce that 19 lawyers have been selected in the 2023 Edition of The Best Lawyers in America. Jennifer Pope was named Best Lawyers: Ones To Watch for the first time alongside attorney Hayes Edwards. Attorneys Glenn Cooper, Hope Eastman, and Daniel Hodin have been listed Best Lawyers for 15 consecutive years.