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’ Doug Ey, Mary Nash Rusher Honored as North Carolina Leaders in the Law
November 11, 2019
Tax Notes Covers Michele McKinnon’s Presentation on Charitable Giving
September 19, 2019
Creative Tax Planning With “Flip” Charitable Remainder Unitrusts
October 23, 2019
Treasury Proposes Guidance to Minimize Tax Consequences of LIBOR Phase-Out
October 16, 2019
2019 Tax Credit Inflation Adjustment Factor: 2.5 Cents per kWh for Wind Facilities
August 13, 2019
Beginning Construction Continuity Safe Harbor Extended for National Security Concerns
July 24, 2019
North Carolina Revenue Department Sets Deadline to Claim Refunds Under Kaestner
July 9, 2019