- Employee Benefits
- Executive Compensation
- Labor and Employment
|University ||Smith College, B.A., 1985|
|Law School||University of Denver College of Law, J.D., 1988; Boston University School of Law, LL.M. in Taxation, 1992|
|Admitted||1988, Rhode Island; 1989, U.S. District Court, District of Rhode Island; 1994, Massachusetts|
|Born||Providence, Rhode Island, April 6, 1963|
Lori has focused her practice in the field of employee benefits and executive compensation since 1988.
Lori represents and advises private and publicly held clients with respect to the design and legal compliance of executive compensation programs, equity-based incentive compensation plans, severance and retention plans, tax-qualified plans, welfare plans, fringe benefit plans and ERISA fiduciary and prohibited transaction issues. She also counsels clients regarding compliance with ERISA, the Internal Revenue Code, COBRA, HIPAA, FMLA and other federal and state laws impacting employee benefit plans.
Lori often counsels venture capital and other private equity funds on the ERISA fiduciary implications associated with pension plan investors. She also assists clients in compliance with Section 16 of the Securities Exchange Act of 1934.
Lori has substantial experience involving compensation and benefits issues associated with mergers and acquisitions, representing both acquiring and selling companies in connection with all types of asset and stock acquisitions and divestitures.
· Over a six month period, Lori assisted a major financial institution with the continuing and "cloning" of employee benefit plans for 3,500 employees of a divested subsidiary.
· Lori has counseled privately held ESOP companies on managing ESOP repurchase liability.
· Lori recently advised a client on ERISA and Code prohibited transaction implications associated with Roth IRAs investing in a limited liability company and the subsequent investment by LLCs in entities owned by Roth IRA owners.
Before Edwards Wildman
Prior to becoming a Partner with the Firm, Lori garnered experience from the trustee perspective by working as an associate general counsel with State Street Corporation.
Besides Edwards Wildman
Lori is an active participant in the Smith Club of Rhode Island and a representative to the Moses Brown School Parents Association. She is a past board member of the American Lung Association of Rhode Island.
International Foundation of Employee Benefits
Massachusetts Bar Association
New England Employee Benefits Council
Rhode Island Bar Association
Rhode Island Benefits Council
Documents by this lawyer on Martindale.com
Supreme Court Holds that Severance Payments Constitute Wages under FICA
Lori A. Basilico,Karl P. Fryzel,Rebecca Melaas, April 1, 2014
On March 25, 2014, the United States Supreme Court held in United States v. Quality Stores, Inc. that severance payments made to employees who were involuntarily terminated are taxable as wages under the Federal Insurance Contributions Act (“FICA”). United States v. Quality Stores,...
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