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.
Real Estate Info Provider Co-Star Profiles McGuireWoods Opportunity Zone Team
May 2, 2019
The Advent of Opportunity Zones
March 22, 2019
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
Carbon Sequestration Tax Credits – IRS Requests Comment on Section 45Q Regulations
May 8, 2019
Treasury Releases Second Round of Proposed Regulations to Encourage Investment in Opportunity Zones
April 29, 2019
Supreme Court Weighs Constitutionality of State Income Taxation of Trusts
April 29, 2019
Nonprofits Seeking to Avoid New Parking Tax Must Make Changes Soon
March 13, 2019
New Guidance for Tax-Exempt Organizations Calculating Excise Tax on Pay of Highly Compensated Employees
February 5, 2019