Allison Wilkerson
USA Guide 2023
Band 2 : Employee Benefits & Executive Compensation
Email address
[email protected]Contact number
+1 214 295 8010Share profile
Band 2
About
Provided by Allison Wilkerson
Practice Areas
Partner Allison Wilkerson focuses her practice on employee benefits matters. She has extensive experience handling issues pertaining to the Employee Retirement Income Security Act of 1974 (ERISA) and employee stock ownership plans (ESOPs). With respect to ERISA, Allison focuses on compliance issues and the Internal Revenue Code related to employee benefits, including qualified plans, nonqualified plans, and executive and deferred compensation. Allison focuses her ESOP practice on the design and implementation of ESOP transactions and provides ongoing legal counsel to ESOP-owned companies. She has been involved in hundreds of transactions, including leveraged buyouts, mergers, acquisitions, and the structuring and financing of ESOPs using private equity.
To view further details of Allison's biography please visit McDermott website here: https://www.mwe.com/people/wilkerson-allison/
Professional Memberships
ESOP Association, director of the Southwest Chapter, and associate member of the Legislative & Regulatory Advisory Committee
Personal
Education:
University of Texas School of Law, JD, with honors, 2002
Baylor University, BBA, 1999
Work Highlights
Advised an ESOP trustee on the purchase of a $270 million company consisting of a group of hospitals from an individual seller and multiple private equity warrant holders
Advises a public telecommunications company on the design and administration of multiple nonqualified deferred compensation plans
Advises a public beverage manufacturing company on employee benefit matters relating to an IRS audit of multiple qualified retirement plans
Represents an institutional trustee with respect to ongoing fiduciary matters and legal compliance requirements, including assisting the trustee in the review of valuation reports, providing counsel regarding the conduct of “pass-through” votes on major corporate transactions, and providing counsel regarding how to respond to IRS and DOL investigations