Expert Witness 523239
Employee Benefits
Out of State, Texas
Bachelor, Michigan State University
Cases
Deposition Experience
Court Testimony Experience
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Cases
Deposition Experience
Court Testimony Experience
Focused on employee benefits law and ERISA matters, he is an attorney with more than 30 years of experience advising corporate and institutional clients on retirement, compensation, and benefit plan structures. His work includes the design and administration of qualified and non-qualified plans, as well as health and welfare programs, with direct involvement in drafting plan documents for 401(k) plans, ESOPs, and executive compensation arrangements.
Throughout his practice, he has prepared thousands of plan documents and conducted hundreds of audits involving the Internal Revenue Service and Department of Labor. He has served in fiduciary and trustee capacities on benefit plan committees, providing guidance on governance, compliance, and regulatory requirements, and has worked directly with insurance carriers on plan implementation and cost management strategies.
In addition to advisory work, he has supported litigation involving employee benefit plans, including disputes over fiduciary duties, plan administration, and insurance-related issues. His experience includes expert witness engagements spanning more than 20 years, providing consultation and deposition testimony on ERISA compliance, executive compensation, and benefit plan operations.
His educational background includes a Master of Laws (LL.M.) in Taxation, a Juris Doctor degree, and a Bachelor of Arts degree in Political Science. He has been admitted to practice law in California since 1981, and his academic achievements include Dean’s List honors and merit-based scholarships throughout his legal and undergraduate education.
Full Name
Title / Credentials
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Degree Type
Master
Field of Study
Taxation
Institution
New York University
Degree Type
Doctorate
Field of Study
Laws
Institution
Loyola Law School-Los Angeles
Degree Type
Bachelor
Field of Study
Political Science
Institution
University of California-Berkeley
Type
N/A
Certification / License
None
Issuing Authority
null
Tags:
Employment Retirement Income Security ERISA
401K Plans
Federal Tax Law
Trusts