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.
McGuireWoods Advises Seven Hills Capital on Recapitalization of Reliable Medical Supply
December 5, 2018
U.S. News-Best Lawyers Names McGuireWoods ‘Law Firm of the Year’ for Banking & Finance Law
November 2, 2018
McGuireWoods Advises Tiger Peak Capital In Acquiring Voice Comm Majority Interest
September 17, 2018
Opportunity Zone Proposed Regulations Move Investors and Funds Forward
November 16, 2018
IRS and Treasury Issue Opportunity Zone Proposed Regulations and Guidance
October 19, 2018
Estate Tax Exemptions in the Capital Region: D.C. Decouples, Maryland Caps, Virginia Holds Out
October 15, 2018
New Tax Regulations Limit Deductions for Gifts That Generate State Tax Credits
September 7, 2018
The Unhappy Consequences of Dying Without a Will
August 28, 2018