I am an attorney who handles issues related to fiduciary liability and whose practice focuses primarily on retirement plans including both defined benefit plans (e.g., traditional pension plans, cash balance plans and variable annuity plans) and defined contribution plans (e.g., ESOPs, 401(k) plans and 403(b) plans). I frequently provide fiduciary training to the administrative and investment committees of ERISA employee benefit plans.
I am a certified Professional in Human Resources (PHR).
I am admitted to practice before the U.S. Tax Court.
I am a member of the Board of Directors of the International Primate Protection League (IPPL).
|TX||Eligible To Practice In Texas||2008||07/18/2019|
|Association name||Position name||Duration|
|Houston Bar Association||Member||2008 - Present|
|State Bar of Texas, Taxation Section||Member||2008 - Present|
|Society for Human Resource Management||PHR||2012 - 2015|
|American Bar Association||Member||2008 - 2013|
|Southwest Benefits Association||Member||2008 - 2012|
|HR Magazine||Protect Against Derivative ERISA Claims||2014|
|Texas Tax Lawyer||Employment Tax on Settlement Agreements in ERISA Cases||2014|
|Texas Tax Lawyer||Tax Benefits and Allocation Issues in Rollovers to Roth IRAs||2011|
|University of Texas||JD - Juris Doctor||2008|
|University of Houston||BA - Bachelor of Arts||N/A|
|Internal CLE||The Practical Impact on ERISA Plan Fiduciaries of Tibble v. Edison Int’l||2015|
|Internal CLE||Healthcare Reform: Current Strategies||2014|
|Internal CLE||Minimizing Fiduciary Exposure for Employee Benefit Committee Members||2013|
|17th Annual Employment Law Update||From DOMA to PPACA: What Needs to Be Done Now With Your Benefit Plans||2013|
|West Houston Chamber of Commerce||How to Protect Plan Fiduciaries and Satisfy Your Fiduciary Duties under ERISA||2012|
|Internal CLE||ERISA Issues in Corporate Transactions: Fiduciary Liability||2012|
|Internal CLE||ERISA Provisions in Credit Agreements||2012|
|ASPPA Benefits Council of the Texas Gulf Coast||Fiduciary Responsibility and Liability||2012|
|Houston Chapter ISCEBS||ERISA Fiduciary Review 2011||2011|
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