“This firm is much admired for the depth and breadth of its private client practice. Clients truly appreciate the firm's particular attention to client service as well as the extensive knowledge offered by its superb team.”- Chambers’ High Net Worth Guide
Representation of unitrust beneficiaries in the commutation of charitable remainder trusts and IRS filings associated with acts of self-dealing resulting from overpayment.
Obtained favorable private letter ruling on behalf of trustee to facilitate a settlement among feuding beneficiaries.
Represented public charitable organizations and fiduciaries in connection with suit to construe bequest or trust provisions for the benefit of the charitable organizations.
Represented personal representatives against claim in improper sale of business valued at more than $500 million.
Defended personal representative against claims of undue influence and fraud.
Bloomberg Quotes Michael Barker, Andrea Chomakos on N.C. Trust Tax SCOTUS Case
April 19, 2019
Ron Aucutt, Renowned McGuireWoods Estates Lawyer, Moves In-House at Bessemer Trust Co.
April 3, 2019
Bloomberg Tax Quotes Michael Barker on Sanders’ Proposed Estate Tax Hike
February 8, 2019
Recent Cases of Interest to Fiduciaries
April 23, 2019
Nonprofits Seeking to Avoid New Parking Tax Must Make Changes Soon
March 13, 2019
Estate Tax Changes Past, Present and Future
New Guidance for Tax-Exempt Organizations Calculating Excise Tax on Pay of Highly Compensated Employees
February 5, 2019
State Death Tax Chart
January 2019 (revised)