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26 Aug 2010 | State Courts | Trusts and Estates, National Publication | News story
Heard on the Web: Fate of Famed Art Collection Unresolved

Writing for Trusts & Estates magazine, attorney David Thayne Leibell reports and discusses the issues associated with a Tennessee Chancery Court's decision to temporarily block the sale by a financially strapped college of a 50 percent interest in an art...
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18 Sep 2008 | State Courts | National Publication | News story | 4 comments
National Heritage Foundation Responds to Adverse Split Dollar Verdict
NHF Responds to PR Regarding to Split Dollar Suit
 The National Heritage Foundation has issued a press release in which it responds to a recent $9 million adverse jury award in a case involving a charitable split dollar plan and announces its plans to appeal the verdict.
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12 Sep 2008 | State Courts | National Publication | News story | 1 comments
Law Firm Issues Press Release Regarding Verdict Against National...
The McAllen, Texas law firm of Garcia & Martinez has issued a press release announcing a $9 million jury verdict against the National Heritage Foundation in the 404th District Court, Cameron County (Brownsville), Texas. According to the release, National Heritage...
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27 Mar 2001 | State Courts | National Publication | News story
Martin v. Ohio State University Foundation -- Follow-Up
PGDC reported on Martin v. Ohio State University Foundation earlier this year, which stated in part that the Foundation settled with the plaintiffs. Subsequently, PGDC requested a copy of the confidential settlement agreement under Ohio law and is now providing the...
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26 Jan 2001 | State Courts | National Publication | News story
Trustees Fined For Negligence
A New York appellate court, in two separate cases on the same day, upheld the lower court's finding that the trustee of a testamentary charitable lead annuity trust and the trustee of a testamentary non-charitable trust were each negligent for failing to diversify the...
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25 Jan 2001 | State Courts | National Publication | News story
CRT Advisors' Liability at Issue
An Ohio appeals court remanded to a lower court for trial the issue of whether an insurance agent/financial and estate planner and an insurance company committed fraud in rendering advice surrounding the creation of a charitable remainder unitrust and the purchase of...
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Recent activity

National Heritage Foundation Responds to Adverse Split Dollar Verdict

"I agree with the other comments. I was intimately involved with these types of plans when they were being marketed and considered them as a way to..." from Richard Morgan.
"Despite Mr. Hauk's assertions that the IRS and professional advisors had "recognized and approved" these charitable split dollar (CSD) plans, in..." from Vaughn Henry.
"I certainly don't want to be in the position of defending Mr. Houck and his history of tax schemes, but the Mancillas are not exactly innocent or..." from Jeffrey Steele.
"Mr. Houk testified live at trial and clearly the jury did not believe his spin. He continues to spin his story in his recent press release but the..." from agarcia288.

Law Firm Issues Press Release Regarding Verdict Against National Heritage Foundation

"Congratulations to Garcia and Martinez, Attorneys and shame on NHF. This type of abuse causes problems for legitimate plans and their solicitations..." from John Martin.