Representative Experience
Qualified retirement plans including 401(k) plans, ESOPs and defined benefit pension plans
Plan administration and tax consequences
Non-qualified deferred compensation arrangements, stock options, SERPs and other forms of executive compensation
Health and welfare arrangements, such as cafeteria plans, medical and life insurance programs and the COBRA rules
Plan design and administration
Related tax and ERISA issues
Publications and Presentations
Frequent speaker and author on employee benefit topics
Published author in the Journal of Pension Planning and Compliance
Co-author, 401(k) reference manual used by the Employee Benefits Institute of America in its national seminars
Memberships and Activities
Oregon State Bar Association
Washington State Bar Association
Western Pension and Benefits Conference
Named as one of the “Best Lawyers in America” in Employee Benefits Law by Woodward/White
Named one of “Portland’s Best Lawyers” in employee benefits law by Portland Monthly, 2006
Selected to "Oregon Super Lawyers," Law & Politics, 2006, 2007
Education
J.D., cum laude, Cornell School of Law
B.A. in English, Brigham Young University