Practice Areas

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.

News

November 9, 2017

Ryan Spiegel Named National Judge Advocate for Navy League of the United States

Ryan Spiegel was named National Judge Advocate by The Navy League of the United States.

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Blog

Maryland Court of Appeals Limits Limitations on Limitations

The Maryland Court of Appeals recently created a new standard for the enforceability of contract provisions that seek to shorten the time in which a party can file claims...

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Awards

For the fifth year in a row, Paley Rothman earned national and local honors in US News-Best Lawyers 2017 “Best Law Firms” rankings.

Paley Rothman is pleased to announce that 14 lawyers have been named to the 2017 Edition of Best Lawyers in America. We would like to congratulate the following attorneys named to this year’s list...

Paula Calimafde and Debbie Cohn were elected Fellows of the American College of Trust and Estate Counsel. The American College of Trust and Estate Counsel is a nonprofit association of lawyers and law professors skilled and experienced in the preparation of wills and trusts; estate planning; and probate procedure and administration of trusts and estates of decedents, minors and incompetents. Lawyers and law professors are elected to be Fellows based on their outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching and participating in bar activities.

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