Paul G. Marcotte, Jr.
Overview Paul Marcotte, Jr. assists attorneys and clients with navigating complex U.S. and international tax matters involving estate planning and trusts administration. His work includes representing clients from all over …
Valuation of Conservation Easement Determined by U.S. Tax Court
Champions Retreat Golf Founders, LLC v. Commissioner In Champions Retreat Golf Founders, LLC v. Comm’r of Internal Revenue, the United States Tax Court presided over a dispute regarding a charitable …
Katelyn E. Holbrook
Overview Katelyn Holbrook assists clients with estate planning, trust and estate administration and litigation matters pertaining to trusts and estates in Maryland and the District of Columbia. She regularly assists and …
Ruth Katz Elected New Managing Partner and Board Chair at Lerch Early
Regional full-service law firm Lerch, Early & Brewer is pleased to announce that Ruth O. Katz has been elected managing partner and chair of the firm’s Board of Directors. Katz’s …
Frank Baldino and Paula Calimafde named 2024 Washingtonian Top Financial Advisers by Washingtonian
Attorneys Frank Baldino and Paula Calimafde named to 2024 Washingtonian Top Financial Advisers list by Washingtonian, which notes “our directory of financial planners, tax accountants, insurance specialists, and other financial professionals …
Lerch Early Attorneys Named to 2024 Maryland Super Lawyers List
Multiple Lerch Early attorneys have been selected for inclusion in the 2024 Maryland Super Lawyers and “Rising Stars” lists. Super Lawyers is a listing of outstanding lawyers from more than …
Bethesda Magazine Names 16 Lerch Early Attorneys in 2023 “Top Attorney” List
Bethesda Magazine surveyed more than 1,900 attorneys who practice in Montgomery County asking them to name the attorneys they would recommend in 27 practice areas. Sixteen Lerch Early attorneys were …
IRS Levy Allowed on Classic Italian Cello to Satisfy Outstanding Estate Tax Liabilities
United States v. Firestone In United States v. Firestone, the United States (Government or U.S.) sought to enforce a judgment against Defendant Omar Firestone (Omar) for outstanding tax liabilities related …
Paula Calimafde Named 2024 “Lawyer of the Year” by Best Lawyers
Estates and trusts attorney Paula Calimafde was recently selected as the 2024 “Lawyer of the Year” for Business Organizations (including LLCs and Partnerships) in Washington, D.C. by Best Lawyers in America. Only a …
Lerch Early Named a 2023 Empowering Women Award Honoree
The Daily Record has named Lerch, Early & Brewer as a recipient of its 2023 Empowering Women Award. The inaugural award recognizes companies and organizations that show a strong commitment …
Lerch Early Attorneys Named to 2024 Best Lawyers in America
Multiple lawyers from several Lerch, Early & Brewer practices recently were selected by their peers for inclusion in The Best Lawyers in America® 2024. Four Lerch Early attorneys have been named to the Ones to Watch …
Disallowance by IRS of Charitable Deduction for Private Jet Upheld by Appeals Court for Lack of Substantiation
In Izen v. Commissioner of Internal Revenue, Joe Alfred Izen, Jr. (Izen) petitioned for a redetermination by the Tax Court after the Internal Revenue Service (IRS) determined that Izen had …
