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.
192 McGuireWoods Attorneys Recognized in 2020 Edition of The Best Lawyers in America
August 15, 2019
Gerald Thomas Explains Why Opportunity Zone Investments May Appeal to REITs
August 5, 2019
Real Estate Info Provider Co-Star Profiles McGuireWoods Opportunity Zone Team
May 2, 2019
The Advent of Opportunity Zones
March 22, 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
Connecticut Adopts Self-Settled Asset Protection Trust Legislation
June 25, 2019
What Kaestner Decision Means for State Income Taxation of Trusts
June 25, 2019