Paul M. Roy
Of counsel
Paul is of counsel in the private client and tax team.
He focuses on domestic and international tax and estate planning with a particular emphasis on philanthropy. Paul advises private foundations and other non-profit organizations on tax matters and counsels wealthy individuals with respect to planned giving. He is a frequent speaker on tax and legal issues relating to philanthropy, charitable organizations and art transactions.
Focus areas
Опыт работы
Admissions
Publications
Memberships
Talks
Assisted a professor in deferring tax on roughly 100 million dollars of gain from the sale of a drug patent through the use of a Charitable Remainder Unitrust. In addition to deferring capital gains tax, the use of the trust will greatly enhance the value of assets available for his private foundation.
Advised an African client in connection with a gift of 10 million dollars to build a new dormitory at his alma mater, a Massachusetts college.
Advised a Polish University was able to avoid a 30% withholding tax on a large pension account given to the University by a US resident alumnus.
‘Sinking Charity Donations Should Level Off, Tax Attorney Says,’ __ Financial Advisor - June 28, 2019, quoted
‘Tax Law’s Effects on Colleges Unfolding,’ Inside Higher Ed - January 9, 2019, quoted
‘Clients Don’t Understand the Impact of Tax Reform on Giving,’ __ WealthManagement.com - November 6, 2018, quoted
New York State Bar Association
Massachusetts Bar Association
Connecticut Bar Association
‘International Philanthropy: Overcoming Tax and Legal Obstacles,’ Lorman Education Services – May 29, 2019, co-presenter
‘Nonprofit Bylaws: Drafting Mistakes Attorneys Can’t Afford to Make,’ National Business Institute – May 23, 2019, co-presenter
‘Nonprofit Board Governance Liability,’ National Business Institute - October 29, 2018, co-presenter
В двух словах о себе
Charitable giving is very much about choosing the right vehicle from a very large menu of options
Образование
Языки
- English
