Justin F. Trent
McGuireWoods LLP
Articles
Portico Management Group, LLC v. Harrison, 202 Cal. App. 4th 464 (Cal. App. 3d Dist. 2011).
USA - March 21 2012 Trust assets not subject to arbitration award where award is not against co-trustees.
Meghan L. Gehr, Michael H. Barker, Adam M. Damerow, Dana G. Fitzsimons Jr
Carlyle Investment Management LLC et al. v. Carlyle Capital Corporation Limited, 2011 U.S. Dist. Lexis 85710 (Delaware, August 4, 2011)
USA - March 21 2012 Forum selection clause in an investment management agreement is valid and enforceable.
Meghan L. Gehr, Michael H. Barker, Adam M. Damerow, Dana G. Fitzsimons Jr
Tax classification of charitable organizations: a primer
USA - December 2 2014 A charitable organization is exempt from federal income tax under section 501(a) of the Internal Revenue Code (the Code) if it is described in…
Scanlan v. Eisenberg, et al., 2012 U.S. App. Lexis 1112 (January 20, 2012)
USA - March 21 2012 Seventh Circuit reverses district court decision that discretionary beneficiary lacked standing to bring surcharge claim for $200 million in investment losses from investment concentration.
Meghan L. Gehr, Michael H. Barker, Adam M. Damerow, Dana G. Fitzsimons Jr
2012 changes to the Form 990 for exempt organizations
USA - May 3 2013 The 2012 Form 990 and Form 990-EZ for tax year 2012 contain certain changes. The due date for filing the required return for an exempt organization…
