Michelle Chapin, a member of Paley Rothman’s Estate Planning, Estate & Trust Administration, Tax and Corporate practice groups, advises individuals, families and small business owners regarding their estate and gift planning needs. Her approach is thorough, and Michelle excels at providing clients with easy to understand explanations of intricate legal and tax matters. She works closely with her clients to create comprehensive and customized estate and business succession plans to achieve their tax and non-tax wealth preservation objectives. She also helps clients implement lifetime gifting and post-mortem wealth transfer strategies and counsels fiduciaries on estate and trust administration matters. Michelle focuses a part of her practice on estate planning for clients with international issues, including estate, gift and other tax concerns of non-U.S. citizens, U.S. citizens with non-U.S. citizen spouses, and U.S. citizens owning property abroad. When she’s not being interviewed by the Wall Street Journal or speaking to various groups in the DC metropolitan area, Michelle enjoys traveling and spending time with her husband and 2 children. [Thanks to Art Blitz for arranging this week’s speaker.]Michelle Chapin will present the "DIY Pitfalls of Estate Planning" at the Rotary Club meeting on August 3, 2017
Michelle Chapin, a member of Paley Rothman’s Estate Planning, Estate & Trust Administration, Tax and Corporate practice groups, advises individuals, families and small business owners regarding their estate and gift planning needs. Her approach is thorough, and Michelle excels at providing clients with easy to understand explanations of intricate legal and tax matters. She works closely with her clients to create comprehensive and customized estate and business succession plans to achieve their tax and non-tax wealth preservation objectives. She also helps clients implement lifetime gifting and post-mortem wealth transfer strategies and counsels fiduciaries on estate and trust administration matters. Michelle focuses a part of her practice on estate planning for clients with international issues, including estate, gift and other tax concerns of non-U.S. citizens, U.S. citizens with non-U.S. citizen spouses, and U.S. citizens owning property abroad. When she’s not being interviewed by the Wall Street Journal or speaking to various groups in the DC metropolitan area, Michelle enjoys traveling and spending time with her husband and 2 children. [Thanks to Art Blitz for arranging this week’s speaker.]