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

May 16, 2018

Pallavi Kachoria Organized Cyber Bullying Seminar for High School Students

Pallavi Kachoria, along with three other attorneys from the Maryland State Bar Association, spoke at Walt Whitman High School on May 3.

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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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Awards

For the sixth year in a row, Paley Rothman earned national and local honors in US News-Best Lawyers 2018 “Best Law Firms” rankings.

Paley Rothman is pleased to announce that 16 lawyers have been named to the 2018 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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