Recent cases of interest to fiduciaries *

USA - February 27 2013
In the most recent installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the…

Co-authors: Marta A. Stein , Meghan L. Gehr , Sean F.Murphy, Dennis I. Belcher , Benjamin S. Candland.

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The door is closing: taking advantage of the 2010 Tax Act *

USA - October 27 2012
The door is closing on the ability to take advantage of the gift and generation-skipping transfer tax exemptions and reduced gift tax rate made by the 2010 Tax Act.

Co-authors: Kristen Frances Hager, Dennis I. Belcher , W. Birch Douglass III, Charles D. Fox IV , Ronald D. Aucutt.

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Russell Realty Assocs. v. Russell, 2012 Va. Lexis 79 (Va. Apr. 20, 2012) *

USA - April 26 2012
In 1978, Charles Russell created a partnership called Russell Realty Associates to invest in certain assets, including commercial real property.

Co-authors: Dana G. Fitzsimons Jr.

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Browder-Martin v. Meneses, 81 Va. cir. 199 (Va. Cir. 2010) *

USA - April 26 2012
In 1987, Nettie Browder Martin’s elderly neighbor asked Martin and her husband to care for her for the duration of her life.

Co-authors: Dana G. Fitzsimons Jr.

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Salazar v. US Bank Na, 82 Va. Cir. 344 (Va. Cir. Ct. 2011) *

USA - April 26 2012
Gloria and Wilian Salazar owned a piece of real property in Lorton, Virginia subject to a deed of trust granting a security interest in the property to the Salazars’ mortgage lender, GE Money Bank.

Co-authors: Dana G. Fitzsimons Jr.

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