Concentrates in ERISA and employee benefits. Advises clients with respect to application of ERISA's fiduciary standards and prohibited transaction provisions to activities in transactional and regulatory matters. Routinely advises financial services firms with respect to structuring of investment vehicles and other investment products (including complex structured products and derivatives) offered to employee benefit plans and entities deemed to hold the assets of such plans and advises financial services firms in connection with the provision of services (e.g., investment management and brokerage services) to such plans or entities. Advises clients regarding issues that arise under ERISA and the Internal Revenue Code in the context of corporate transactions. Regularly represents clients before U.S. Department of Labor's Employee Benefits Security Administration.
JD, University of Arkansas School of Law (cum laude); LLM Taxation, Certificate Employee Benefits Law; LLM, Labor Law, Georgetown University Law Center (with distinction); BA, University of North Carolina.