Joseph W. Breshears's Legal Cases (2)

Constitutional

Klouda v Southwestern Seminary, et al

Mar 19, 2008

OUTCOME: Motion for Summary Judgment Granted

Federal lawsuit brought by a former professor against client seminary for alleged sex discrimination. Coordinated the legal defense of the seminary and its president on 1st Amendment constitutional gr ... ounds, defending the institution's freedom to practice its religious beliefs. Court agreed with our assertion that a seminary is essentially to be treated as a church in analyzing its 1st Amendment liberty.

Estate planning

Estate Plan for Medical Professional

Jan 01, 2008

OUTCOME: Significant Tax Advantages Realized

Created a specialized form of Charitable Remainder Unitrust for medical professional and his wife, as a vehicle for leveraging income tax charitable deductions to offset a significant portion of client ... 's annual taxable income. In the early years, instructed the corporate trustee to invest trust assets in growth securities, when goal was to limit taxable income realized. Established client's targeted retirement date as the triggering event, converting the trust to a straight unitrust paying an annual 6% of the value of trust assets to client for life. At the death of the surviving spouse, the trust will distribute to the client's chosen charitable beneficiary.

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