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.

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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.

State of Connecticut, 1983

Tax Court 1984

Commonwealth of Massachusetts, 1986

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

个人简介

Charitable giving is very much about choosing the right vehicle from a very large menu of options

Choosing the correct option can greatly enhance the extent to which the Government will supplement your charitable gifts through the allowance of tax benefits. I have prepared numerous opinion letters allowing non-US charities to avoid withholding tax on US source investment income. I have an undergraduate background in economics and mathematics which has been extremely helpful in advising clients about their options.

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  • English

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1983

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