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| Practice Areas | Employee Benefits(100%); Labor and Employment | | | Education | Indiana University School of Law, J.D., cum laude, 1985, Indiana University, B.S., Accounting, with high distinction, 1982 | | | Admitted | 1985, Indiana; 1995, Texas | |
| Memberships | Indiana State (Founding Editor, Tax Section Newsletter, 1994-1995; Taxation Section, Chair, 1994-1995) and American (Taxation Section; Employee Benefits Committee, 1988 —; Chair Elect 2005- ; Vice-Chair, 2002—2005; Chair Subcommittee on COBRA, 1997-2002; Subcommittees on COBRA, Health Plan Design and State Insurance Regulation, 1992—; Health Care Task Force, 1994—; Subcommittee on 403 (b) and 457 Plan, 1996—) Bar Associations; American Law Institute. Indiana Bar Foundation, 1995—; American College of Employee Benefits Counsel, 2005—. | | | Born | Fort Wayne, Indiana | | | Biography | Beta Gamma Sigma. Certified Public Accountant, Indiana, 1987. Author: "Hospital Based Benefits: Options and Limitations for Affiliated Entities," 1995 ABA Annual Meeting Mini Program on Providing Health Care; "Troubled Annuities: The Assault on TSAs," 1996 ABA Annual Meeting, Tax Section, Employee Benefits Committee, 1996; "Troubled Annuities on TSA after the 1996 Act," Southwest Benefits Assn., 1997; Chapter 18 - Exam Guidelines TVC and APRSC in the 403 (b) Answer Book 1998, 4th edition; "Retiree Medical Benefits and HIPAA Privacy and Security in Mergers and Acquisitions" and "HIPAA's Final Security Regulations for Electronic Protected Health Information," 2005 JCEB Meeting, Employee Benefits in Mergers & Acquisitions; "COBRA Update," "HIPAA's Final Security Regulations for Electronic Protected Health Information," "HIPAA Nondiscrimination and Portability Updated and Expanded," "Employer Sponsored Group Health Plan Changes in the Medicare Prescription Drug Improvement and Modernization Act of 2003 (Excluding Health Savings Accounts)," and co-author, "Choosing a New Health Plan Design? Differences Among HRAs, HSAs and FSAs, Beyond the Basics," ALI-ABA Video Law Review, Health Plans, HIPAA, and COBRA Update, 2005; "Employer Sponsored Group Health Plan Changes in the Medicare Prescription Drug Improvement and Modernization Act of 2003 (Excluding Health Savings Accounts)," Meeting Midway Conference sponsored by Western Pension and Benefits Conference/ASPPA, 2005; "Subrogation and Equitable Relief Under ERISA After Great-West Life & Annuity Ins. Co. v. Knudsen," 2005 ABA Annual Meeting; "Non-Qualified Deferred Compensation After The American Jobs Creation Act of 2004 and Notice 2005-1," ABA Section of Taxation, 2005 Fall Meeting. Member: EP/EO Council, Internal Revenue Service Midstates Key District, 1996, Secretary, 1997; SouthWest Benefits Association, 1996; Member, Board of Directors, 1998-2001; TEGE Council, IRS Gulf States Area, 1998-2004. Recognized: One of the Best Lawyers in America, Employee Benefits, 2006-2010; Texas Super Lawyer in Employee Benefits/ERISA, 2005-2009; Best Business Lawyer in Dallas for ERISA by D Magazine, 2009. | | | ISLN | 907137588 | |
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