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.
John Doe 1K and John Doe 2K v. Roman Catholic Diocese of Charlotte, NC, 775 S.E.2d 918 (N.C. Ct. App. 2015). McGuireWoods obtained a significant victory for a Roman Catholic diocese. Several plaintiffs alleging sexual abuse by priests in the 1970s and 1980s filed suits against the Diocese. The lawsuits were designed to advance novel rules for tolling of statutes of limitation. In August 2015, the North Carolina Court of Appeals, in its first decision addressing the application of statutes of limitations in cases alleging decades-old abuse by clergy, ruled in favor of the Diocese. The Court of Appeals declined to adopt the tolling theories urged by the plaintiffs, all of whom admitted that they had always known of the alleged abuse but had made no effort to pursue potential claims for decades.
Accomplished Public Finance Lawyer Lisa Williams Returns to McGuireWoods in Charlotte
August 2, 2018
McGuireWoods’ Skip Fox Named President of American College of Trust and Estate Counsel
March 12, 2018
New Tax Regulations Limit Deductions for Gifts That Generate State Tax Credits
September 7, 2018
Donor Advised Funds: Useful New Tools for Charities and Donors
August 14, 2018
Supreme Court Drops Physical Presence Test: Open Season on Out-Of-State Sellers
June 21, 2018
Charitable Giving After Tax Reform
May 30, 2018
DOL Adopts “Primary Beneficiary” Test for Unpaid Internships
January 11, 2018