“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.
McGuireWoods Again Earns Nationwide Honors in Chambers High Net Worth Guide
July 19, 2019
Bill Sanderson: Long-Lived Rich Risk Relinquishing Too Much in Estate Planning
May 1, 2019
Bloomberg Quotes Michael Barker, Andrea Chomakos on N.C. Trust Tax SCOTUS Case
April 19, 2019
Special Care for Special Dollars: Endowments and Restricted Funds
July 18, 2019
North Carolina Revenue Department Sets Deadline to Claim Refunds Under Kaestner
July 9, 2019
Connecticut Adopts Self-Settled Asset Protection Trust Legislation
June 25, 2019
What Kaestner Decision Means for State Income Taxation of Trusts
June 25, 2019
Is Your Family Office Protected Against Cybersecurity Threats? Part 3
June 24, 2019