Practice Areas and Representative Industry Experience
- Practice Areas
- Executive Compensation, Employee Benefits and ERISA
- Tax-Qualified Retirement Plans, 401(k), ESOPs
- Non-Qualified Deferred Compensation
- Equity Compensation
- Benefits Aspects of Merger and Acquisition Transactions
- Group Health – Affordable Care Act
- Investment Management and Transactional Tax
- Tax-Exempt Organizations
- Tax
- Representative Industry Experience
- Aerospace and Defense
- Entertainment
- Health Care Tax
- Hotels
- Oil and Gas
- Private Equity
- Solar
- Wind
- Telecommunications, Media and Technology
Education
LLM Taxation, Georgetown University Law Center
JD, The Catholic University of America Columbus School of Law
BA, American University
Bar Admissions and Professional Memberships
California Bar
District of Columbia Bar
U.S. Supreme Court
U.S. Court of Appeals for the District of Columbia Circuit
U.S. District Court for the District of Columbia
U.S. Tax Court
Member, Los Angeles County Bar Association;
Member, Executive Compensation Task Force, CompensationStandards.com;
Fellow, American College of Employee Benefits Counsel
Awards and Accolades
Named the Best Lawyers 2024 Los Angeles Employee Benefits (ERISA) Law “Lawyer of the Year”
Recognized by The Best Lawyers in America® for Employee Benefits (ERISA) Law and Litigation – ERISA, 2006-2024
Ranked in Chambers USA for California: Employee Benefits & Executive Compensation (2015-2023)
Recognized by Best Lawyers and U.S. News & World Report in the “Best Law Firms” rankings Employee Benefits (ERISA) Law and Litigation – ERISA, 2023
Named the Best Lawyers’ 2022 Los Angeles Litigation – ERISA “Lawyer of the Year”
Named the Best Lawyers’ 2018 Los Angeles Employee Benefits (ERISA) Law “Lawyer of the Year”
Named the Best Lawyers’ 2014 Los Angeles Employee Benefits (ERISA) Law “Lawyer of the Year”
Named the Best Lawyers’ 2013 Los Angeles Litigation – ERISA “Lawyer of the Year”
Recognized by Super Lawyers Business Edition for Employee Benefits/ERISA, 2013
Inducted as a Fellow of the American College of Employee Benefits Counsel, 2012
Recognized by Southern California Super Lawyers 2009 – 2024
Recognized by Who’s Who Legal: California
Publications
2020 Key Executive Compensation and Employee Benefits Considerations co-authored by Aimee M. Adler, Bruce E. Simonetti, Robin M. Schachter, Rolf Zaiss, Michael Gerald; reprinted in the Harvard Corporate Governance Blog (12-18-20).
2020 Year-End Key Executive Compensation and Employee Benefits Considerations.
Employee Benefits and Executive Compensation Aspects of the CARES Act.
President Trump Signs Secure Act into Law.
Appellate Court Reverses District Court’s Finding Private Equity Funds Liable for Portfolio Company’s Withdrawal Liability on “Partnership-in-Fact” Theory.
2020 Annual Benefit Plan Limits.
“President Trump Signs Tax Reform Bill into Law,” January 8, 2018.
“Tax Cuts and Jobs Act,” November 8, 2017.
“IRS publishes new proposed regulations on Section 409A,” July 5, 2016.
“Federal Court Finds Private Equity Funds Liable for Portfolio Company’s Withdrawal Liability on “Partnership-in-Fact” Theory,” April 5, 2016.
“IRS Provides New Guidance on Midyear Changes to Safe Harbor 401(k) Plans,” February 2, 2016.
“SEC Proposes CEO Pay Ratio Disclosure Rule,” September 20, 2013.
“Appeals Court Reverses ERISA “Trade or Business” Ruling Favoring Private Equity Funds; Creates Uncertainty on Controlled Group Liability,” July 29, 2013.
“Executive Compensation: Issues And Answers,” The Metropolitan Corporate Counsel, July/August 2013.
“Employee Benefits Challenges After the Supreme Court’s DOMA Ruling,” June 28, 2013.
“HHS, Labor, Treasury Release Final Rule on Group Health Plan Wellness Programs,” May 31, 2013.
“December 31 Deadline for Section 409A Amendments Relating to Release Conditions,” September 11, 2012.
“SEC Adopts Rules Requiring Listing Standards for Compensation Committees and Compensation Advisers,” June 27, 2012.
“IRS Proposes Clarifications to Substantial Risk of Forfeiture Definition,” June 5, 2012.
“Deadlines Approaching for Retirement Plan Sponsors Under New Fee Disclosure Regulations,” May 22, 2012.
“Impact of Supreme Court Decision in Sereboff v. Mid-Atlantic Medical Services,” The Metropolitan Corporate Counsel, July 2006.
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