Representation of unitrust beneficiaries in the commutation of charitable remainder trusts and IRS filings associated with acts of self-dealing resulting from overpayment.
Represented public charitable organizations and fiduciaries in connection with suit to construe bequest or trust provisions for the benefit of the charitable organizations.
Attained a bench win in a partition suit for a non-profit preservation trust.
Handled the reformation of 20 nonqualified charitable remainder trusts in a $500+ million estate to qualify the remainder interests for the federal estate tax charitable deduction.
Representation of Arlington Investors and Campus Living Villages in its $177 million purchase of student accommodation portfolios from Spectrum Housing Group and Sanctuary Housing Association.
Virginia Business Magazine Names 28 McGuireWoods Lawyers to Legal Elite
January 4, 2019
McGuireWoods Tax Lawyers Author Expert Analysis on Unrelated Business Income Tax
December 18, 2018
McGuireWoods Advises Seven Hills Capital on Recapitalization of Reliable Medical Supply
December 5, 2018
New Guidance for Tax-Exempt Organizations Calculating Excise Tax on Pay of Highly Compensated Employees
February 5, 2019
U.S. Supreme Court to Weigh N.C. Statute Taxing Trust Income
January 22, 2019
Key Takeaways From the BEAT Proposed Regulations
January 3, 2019
Donors Must Dot All i’s, Cross All t’s When Making Year-End Charitable Gifts
December 17, 2018
Tax Law Changes Complicate Tax-Exempt Organizations’ Attempts to Calculate UBTI
December 13, 2018