40 Years of Experience

Practicing law since 1983 in both Oregon and Washington.
Masters of Law in Taxation from Georgetown University.
Named Best Lawyers in America, listed in employee benefits attorney category from 2010 to date.
Named Best Law Firms in Oregon by U.S. News and World Report, 2017 to date.

ERISA Law Practice Summary:

Plan Types:
Multiemployer Plans: represent two multiemployer health and welfare plans
(self-funded plans), two multiemployer-defined benefit plans and one
multiemployer defined contribution plan.
Multiple Employer Plans: represent two defined contribution plans sponsored
by trade associations for their members.
Single-Employer Plans: represent a broad cross-section of single-employer
defined benefit and defined contribution plans, for large and small employers.
Church Plans: represent one defined benefit plan and one pre-ERISA money
purchase pension plan.
Other Retirement Plans: represent a retiree supplemental health plan for a
sheriff’s office and another for a fire district; a nonprofit 403(b) annuity plan; a
nonqualified 457(b) plan; and a length of service plan for a volunteer fire
department.

Plan Design and Compliance:
Experience in all phases of plan design and administration, including: drafting
all forms of prototype, volume submitter, and custom plans; advising
administrators and trustees regarding tax and ERISA issues, including
withdrawal liability issues; merging and terminating plans; representing plans
in IRS and DOL audits; and design and implementation of plan corrections
under the Employee Plans Correction Resolution System (IRS) and Voluntary
Fiduciary Correction Program (DOL).