Ranked in 1 Practice Areas
2

Band 2

Employee Benefits & Executive Compensation

Texas: Dallas, Fort Worth & Surrounds

5 Years Ranked

About

Provided by Allison Wilkerson

USA

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

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