Lori A. Basilico: Lawyer with Edwards Wildman Palmer LLP

Lori A. Basilico

Providence,  RI  U.S.A.

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Practice Areas

  • Business Law
  • Complex Litigation
  • Mergers & Acquisitions
  • Private Equity
  • Venture Capital
  • Labor & Employment
  • Securities Offerings and Public Company Counseling
  • Fund Formation
  • Benefits & Compensation
  • Tax
  • Educational Institutions
  • Healthcare
  • Tax-Exempt Organizations
  • Insurance & Reinsurance
University Smith College, B.A., 1985
Law SchoolUniversity of Denver College of Law, J.D., 1988; Boston University School of Law, LL.M. in Taxation, 1992
Admitted1988, Rhode Island; 1989, U.S. District Court, District of Rhode Island; 1994, Massachusetts


ESOP Association
International Foundation of Employee Benefits
Massachusetts Bar Association
New England Employee Benefits Council
Rhode Island Bar Association
Rhode Island Benefits Council

BornProvidence, 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.


Documents by this lawyer on Martindale.com

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IRS Announces 2015 Retirement Plan Limitations
Lori A. Basilico, November 10, 2014
The Internal Revenue Service announced the 2015 cost-of-living adjustments to the dollar limitations for qualified retirement plans and other benefits, and the Social Security Administration announced its own cost-of-living adjustments for 2015. The elective deferral contribution limit for 401(k),...

United States Supreme Court Rejects Presumption of Prudence for Stock-Drop Cases
Lori A. Basilico,Jonathan R. Shank, July 1, 2014
In a highly anticipated decision, the United States Supreme Court held that fiduciaries of employee stock ownership plans (“ESOPs”) are not entitled to any special presumption of prudence when investing in employer stock. In Fifth Third Bancorp v. Dudenhoffer, the Supreme Court rejected...

IRS Releases Guidance for Qualified Retirement Plans in Light of Windsor Decision
Lori A. Basilico, April 28, 2014
On April 4, 2014, the Internal Revenue Service released Notice 2014-19 providing long-awaited guidance on the application of the U.S. Supreme Court’s decision in United States v. Windsor and Revenue Ruling 2013-17 to 401(k), 403(b) and other qualified retirement plans.

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Office Information

Lori A. Basilico

2800 Financial Plaza
ProvidenceRI 02903


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