Representative Experience
Design, implementation and operation of qualified pension and profit sharing plans, including 401(k) plans, cross-tested plans, defined benefit pension plans and employee stock ownership plans
Drafting and implementation of various nonqualified programs of deferred compensation, including golden parachutes, executive compensation, phantom stock plans, other incentive-based programs, personal service contracts, corporate formation, partnerships, joint ventures, buy-sell agreements, mergers and acquisitions, sales and purchases of professional practices and small businesses
Publications and Presentations
Author, "Recent Tax Developments Regarding Purchases of Sports Franchises: The Game Isn't Over Yet"
Author, "The Impact of Tax Policy on Sports"
Frequent speaker at statewide meetings involving qualified retirement plans, use of professional corporations and taxation of fringe benefits
Memberships and Activities
Oregon State Bar
California State Bar
Named as one of the "Best Lawyers in America" in Employees Benefits Law by Woodward/White, 2001-2002; 2003-04; 2005-06; 2006; 2007; 2008
Selected to "Oregon Super Lawyers," Law & Politics, 2006, 2007
Named one of “Portland’s Best Lawyers” in employee benefits law by Portland Monthly, 2006
Portland Tax Forum
Western Pension Conference
Education
J.D., cum laude, Loyola University of Los Angeles School of Law
B.A. in Finance, cum laude, University of Notre Dame