An employee benefits and ERISA law expert witness and attorney with more than 25 years of experience advising employers, plan sponsors, and fiduciaries on employee benefit plan design, administration, and regulatory compliance. This expert focuses on legal and operational issues involving executive compensation programs, retirement and pension plans, health and welfare benefit plans, and fiduciary obligations under the Employee Retirement Income Security Act (ERISA). The expert has prior experience providing consultation and deposition testimony as an employment law expert witness in matters involving employee benefits and fiduciary compliance.

Professional experience includes legal practice centered on employee benefits, executive compensation, and ERISA compliance. The expert previously served as a partner at a national law firm before transitioning to expert witness and benefits consulting work focused on ERISA-related matters. Legal work in this field has involved advising employers and boards of directors on equity compensation plans, incentive arrangements, severance agreements, deferred compensation programs, and supplemental retirement plans. Additional experience includes addressing benefits issues arising in mergers and acquisitions, corporate reorganizations, leveraged buyouts, and other business transactions affecting employee benefit plans.

The expert’s practice has also included advising plan sponsors, administrators, and fiduciaries on ERISA fiduciary requirements, plan asset investment oversight, and regulatory compliance matters. Work in this area includes addressing defined contribution and defined benefit plan design, employee stock ownership plans, plan qualification and operational issues, and participation in plan correction programs and regulatory submissions involving federal agencies responsible for employee benefit oversight. The expert has also addressed retiree medical plan design and modification, multiemployer pension plan funding and liability issues, and negotiations involving pension plan termination and controlled group liability. Credentials include licensure as an attorney in the states of Arizona and Texas, admission to the United States Tax Court, the United States Court of Appeals for the Ninth Circuit, and the United States District Court for the District of Arizona. Educational background includes a Juris Doctor degree and a Bachelor of Arts degree in philosophy. The expert has also served in leadership roles within professional organizations addressing employee benefits law, including chair positions within the American Bar Association Taxation Section Employee Benefits Committee, the Joint Committee on Employee Benefits, and the State Bar of Texas Taxation Section Employee Benefits Committee.