Obtained favorable private letter ruling on behalf of trustee to facilitate a settlement among feuding beneficiaries.
McGuireWoods tried a partition suit in Amelia County, Va., Circuit Court for the Civil War Preservation Trust. The trust sought to acquire outstanding interests in property it had purchased in Amelia County. The entire tract will be donated to the Commonwealth of Virginia to enlarge the Sailor's Creek Battlefield Historical State Park. The firm represented the trust on a pro bono basis.
Represented corporate fiduciaries in modifying and restructuring trusts.
Represented fiduciaries in suits for advice and guidance in the administration of estates and trusts to resolve issues including scrivener's errors, ambiguous terms, unfavorable tax results, unknown beneficiaries, and complicated charitable dispositions.
Represented fiduciaries in suit to establish lost will.
Bloomberg Quotes Michael Barker, Andrea Chomakos on N.C. Trust Tax SCOTUS Case
April 19, 2019
Bloomberg Tax Quotes Michael Barker on Sanders’ Proposed Estate Tax Hike
February 8, 2019
What Kaestner Decision Means for State Income Taxation of Trusts
June 25, 2019
North Carolina Adopts New Power of Attorney Statute
December 1, 2017
Maryland Allows Use of Nonjudicial Settlement Agreements in Trust Administration
March 24, 2017
Tax Court Case Demonstrates IRS’ Vigorous Pursuit of Trust Fund Recovery Penalty
November 8, 2016
New Developments in Estate and Gift Tax Valuation Cases
July 15, 2015