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| Practice Areas | Employee Benefits; ERISA; Federal Taxation; Executive Compensation | | | Education | Loyola University Chicago (J.D., 2000; Certificate in Tax Law, 2000), University of Illinois, B.S., Finance, 1997 | | | Admitted | 2000, Illinois; 2004, U.S. Tax Court; 2005, U.S. District Court, Northern District of Illinois | |
| Memberships | Chicago Bar Association (Member, Employee Benefits Committee; Past Chairman, IRS Subcommittee). | | | Born | Melrose Park, Illinois, May 15, 1975 | | | Biography | Co-Author: Comments of the Chicago Bar Association's Employee Benefits Committee regarding the future of the Employee Plans determination letter program, August, 2003; "Fiduciary Responsibility Under the 'Serious Consideration' Standard," DC Plan Investing, November 30, 2000. Assisted in drafting "State Taxation of Business Trusts: Limits, Concerns and Opportunities," Journal of Multistate Taxation, February, 2000; reprinted, Business Entities, September/October, 2000. Adjunct Faculty Member, LLM Program, Loyola University Chicago School of Law, 2007—. | | | Reported Cases | DeGrave v. National Automatic Merchandising Association Pension Plan, 392 F.Supp.2d 1032; DeGrave v. National Automatic Merchandising Association, 39 Employee Benefits Cas. 2871. | | | ISLN | 916365453 | | | Transactions | OSF HealthCare's Sale of OSF HealthPlans to Humana Inc., 2008 (co-ERISA counsel); Bard Capital Group, LLC Acquisition of AmQuip Corp., 2007 (ERISA counsel). | |
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