Employee Benefits + ERISA
Tom has over 30 years of experience practicing law and is well known for his ERISA work. He works with clients, from individuals to large organizations, to achieve their goals with the design, implementation, and administration of both qualified and non-qualified retirement and deferred compensation plans. Additionally, Tom represents closely-held businesses and business owners regarding fringe benefits, compensation planning, 409A issues and insurance planning. He has a wealth of experience in the design and implementation of executive compensation plans, employment agreements and severance agreements. Tom counsels clients and has served as an expert witness in ERISA litigation cases with respect to both pension and welfare benefit plan matters. With mergers or acquisitions, Tom regularly assists clients with the employee benefit issues that surround these transactions.
Estate Planning + Business Succession
Another focus of Tom’s practice is his work in business succession and estate planning. Tom counsels individuals and business owners on sophisticated techniques to accomplish their estate planning and business succession objectives. This counseling often entails cutting-edge tax savings measures which dovetail with the client’s personal and business objectives. Tom’s counsel often encompasses creditor protection planning. Tom has served as an expert witness in probate court litigation matters in state and out of state.