James H. Culbreth, Jr.: Lawyer with Shumaker, Loop & Kendrick, LLP

James H. Culbreth, Jr.

Partner
Charlotte,  NC  U.S.A.
Phone704.945.2186

Peer Rating
 4.4/5.0
BV® Distinguished

Client Rating
Rating Not Shown

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Experience & Credentials Ratings & Reviews
 

Practice Areas

  • Employee Compensation and Benefits
  • Banking and Financial Institutions
  • Securities
  • Nonprofit Organizations
  • Healthcare
 
University Wake Forest University, B.A., 1977
 
Law SchoolGeorge Washington University, J.D., 1980
 
Admitted1981, District of Columbia; 1982, Virginia; 1984, North Carolina
 
Memberships 

Professional and Community Affiliations

•North Carolina Bar Association
•North Carolina Bankers Association
•Habitat for Humanity
•Operation Christmas Child
•University City United Methodist Church, former Chairman Capital Campaign, 2002

 
Biography

James H. Culbreth, Jr.'s principal area of practice is employee benefits. Jim has over 30 years of legal experience, focusing his practice on employee benefits law and executive compensation while representing private and public sector employers of all sizes. He has extensive experience in designing and preparing qualified retirement plans (including 401(k) plans, defined benefit pension plans and ESOPs), nonqualified deferred compensation arrangements and equity compensation for employees and executives, as well as advising employers on their fiduciary responsibilities under federal and state law. Jim has lectured on employee benefits and fiduciary issues at the National Trust School and the Southeastern Trust School.

Honors
•AV Peer Review Rated by Martindale-Hubbell
•2009 North Carolina Law Impact Leader, Business Leader, North Carolina Legal Guide

Publications
12.01.2014 Impact of the Windsor Decision on Benefit Plan - Untying the Knots
01.31.2013 Benefits and Compensation Alert - January 31, 2013
08.29.2011 Ethics and Professionalism: How Do We Know? Assembling and Monitoring a Plan's Investment Team
01.24.2011 Is Your 403(b) Plan Covered by ERISA, Must it Be-and Does it Matter? A Slight Twist in the 403(b) Plan Kaleidoscope Provides Another Picture

Newsletters
Autumn 2014 insights Newsletter - Autumn 2014

 
Reported CasesRepresentative Matters: Benefits Spring Clean-Up, WorkCite, March 17, 2008; New DOL Disclosure Rules Alter Plan Administration Landscapes, WorkCite, January 3, 2008; Final Code Section 409A Regulations: Key Planning Pointers for the Road Ahead, WorkCite, May 4, 2007; Automatic Everything 401(K) Plans, WorkCite, March 2, 2007
 
ISLN908087851
 

Documents by this lawyer on Martindale.com

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Impact of the Windsor Decision on Benefit Plan - Untying the Knots
Eric D. Britton,James H. Culbreth, February 23, 2015
Just as men’s fashion has moved away from suits and neckties in the business setting, the Supreme Court of the United States reintroduced the Windsor knot in an entirely different way. In July 2013, in United States v. Windsor, the United States Supreme Court determined that Section 3 of the...


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Office Information

James H. Culbreth, Jr.

128 South Tryon Street, Suite 1800
CharlotteNC 28202-5013




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