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Experience

• Regularly assist companies in their selection, formation, organization, corporate governance, mergers, acquisitions, employment and shareholder agreements
• Assist entities on employee benefit matters such as the design, preparation, and implementation of qualified retirement plans; including 401(k) and Employee Stock Ownership Plans (ESOP), executive nonqualified, deferred compensation and incentive programs, cafeteria plans, health benefit plans and other welfare and fringe benefit arrangements
• Designed and updated nonqualified, deferred compensation plans for publicly-traded and privately held companies to ensure Section § 409A compliance
• Designed a qualified, flexible benefits plan for a church
• Represented the sellers of a company, which held a franchise license with an international franchisor, in a multi-million dollar transaction
• Represented a Virginia nonstock corporation in its IRS application for exempt status as a nonprofit entity
• Assisted a domestic company in the transfer of its ownership in an international subsidiary
• Advised on the duties of employee benefit plan fiduciaries under the Employee Retirement Income Security Act (ERISA)
• Advised on the interaction of group health plans and federal Medicare/Medicaid legislation
• Represented a company in its request for abatement of penalties from the IRS with respect to its ESOP
• Assisted owners of closely-held companies in the transfer of their ownership through family partnerships and limited liability companies as part of overall estate planning strategies

Education

• Columbus School of Law, Catholic University: J.D. cum laude, 2006
• Washington and Lee University School of Law: Visiting student, 2005-2006
• Vanderbilt University: B.S. in Economics, 2001