Bill Freedman is a Partner in the Corporate Department. Bill's employee benefits practice serves a diverse client base with respect to the design, preparation and implementation of pension and welfare benefit plans and their ERISA-related issues, including the effect of laws such as ERISA, the Internal Revenue Code, the Age Discrimination in Employment Act, the Older Workers Benefit Protection Act, COBRA requirements, and HIPAA health care coverage. Bill's tax and estate planning practice involves advice to individuals and businesses, including corporations, partnerships and limited liability companies. His experience includes federal individual, partnership, and corporate tax planning; disputes with the Internal Revenue Service; and planning for deferred compensation, qualified retirement, and IRA/403(b) plan distributions. Bill's health care practice involves the business aspects of health care law, including the structure, design, and operation of hospital and health care provider relationships, representation of physician practices, and representation of health care delivery organizations. He represents and has designed managed health care delivery systems, including health maintenance organizations, preferred provider organizations, independent physician associations, physician-hospital organizations and hospital/physician joint ventures. He represents hospitals, physicians and companies that manufacture and distribute medical equipment and supply health care services. His health care practice focuses on regulatory compliance steps unique to the health care industry, including anti-kickback and anti-referral statutes and regulations; privacy requirements in state laws and HIPAA; and health care incident reporting and disclosure obligations. Memberships & Affiliations · American Bar Association, Employee Benefits Committee of the Section of Taxation, Health Law Section · Cincinnati Bar Association · American Health Lawyers Association · Ohio State Bar Association, Estate Planning and Probate Section · Society of Ohio Hospital Attorneys · Adjunct Professor of Health Law & Policy of the Department of Health Services Administration, Xavier University, Cincinnati, Ohio Distinctions · Peer Review Rated AV in Martindale-Hubbell · Listed in The Best Lawyers in America® · Selected for the Ohio Super Lawyers® List · Selected as a Cincy Leading Lawyer by Cincy Magazine · Listed in Chambers USA Guide to America's Leading Business Lawyers · Adjunct Faculty Award from the College of Social Sciences, Health and Education of Xavier University Experience Revision and Restatement of Section 125 (Cafeteria) Plan
The Kroger Co.
Worked with client personnel to redesign and restate employee health and welfare benefits plan Publications April 19, 2011, Repeal of Affordable Care Act Free Choice Voucher December 21, 2010, Looking Ahead to 2011: Year End Employee Benefit Plan Compliance Items August 3, 2010, To Grandfather or Not: Affordable Care Act Requirements July 23, 2010, Understanding the New Healthcare Act: A Primer for Employers July 11, 2002, A New 'GUST' Blows Changes For Qualified Plans Presentations December 5, 2011, "Health Care Reform," Texas CPE Expo December 2, 2011, "Benefit Planning for Small Employers," Southwestern Ohio Tax Institute November 16, 2011, "Legal and Ethical Aspects of Health Care," University of Cincinnati Physician Leadership Program November 4, 2011, "Health Care and Retirement: Will Our Clients Be Able to Afford Either One?" 13th Annual Estate & Tax Planning Professional Seminar September 10, 2008, "HSAs and Other Consumer-Centered Health Benefit Plans," Happy Hour Training on HSAs by Cincinnati Regional Chamber of Commerce August 18, 2011, "Alternative Retirement Plans," Society of Louisiana CPAs - Business and Industry Conference June 23, 2011, "Key Issues to Consider When Evaluating the Sale of Your Practice," National Society of Certified Healthcare Business Consultant - 2011 Annual Meeting June 16, 2011, "Health Care Issues and Options," Clark Schaeffer Hackett Manufacturers Seminar May 19, 2011, "Health Care Reform," Premier Health Care Services - Board of Directors Retreat May 19, 2011, "Health Care Reform," Ohio Society of CPAs - Dayton Accounting Show May 18, 2011, "Employment Law Changes and the Medical Practice--Part 2," Miami Valley Medical Group Management Association - Monthly Meeting May 6, 2011, "Navigating Health Care Reform and New Tax and Health Plan Developments," AICPA Tax Strategies Conference for High Net Worth Individuals May 5, 2011, "Health Care Reform," National CPA Health Care Advisors Association - Spring Conference April 28, 2011, "Health Care Reform: The Current State of Affairs," Horan Associates - Client Briefing April 21, 2011, "Negotiating Your First Employment Agreement," Cincinnati Children's Medical Center - Medical Forum March 31, 2011, "Health Care Reform: The Current State of Affairs," Client Breakfast Briefing - Horan Associates March 10, 2011, "Health Care Reform," EMS/Staffmark Client Briefing March 9, 2011, "Employment Law Changes and the Medical Practice," Miami Valley Medical Group Management Association - Monthly Meeting March 2, 2011, "Health Care Reform-What Municipalities Need to Know," Miami Valley Risk Management Association - Membership Meeting February 25, 2011, "Health Care Reform-What Employers Need to Know," Dinsmore & Shohl Labor & Employment Group Client Breakfast Briefing February 16, 2011, "Health Care Reform-What Employers Need to Know," Dinsmore & Shohl Labor & Employment Group Client Breakfast Briefing February 15, 2011, "Health Care Reform--The Plain English Version," Employers Resource Association Monthly Breakfast Legal Briefing January 13, 2011, "Health Care Reform," Bayley Place January 10, 2011, "Health Care Reform," Gary Spring's UC Law School Labor & Employment Law Intersession Class December 17, 2010, "Health Care Reform: The Affordable Care Act and Its Effects on Employers and the Health Arrangements They Sponsor," Louisiana Tax Conference November 5, 2010, "Health Care Reform -- Helping Your Clients Plan for Changes and Rising Expenses," 12th Annual Estate and Tax Planning Professional Seminar October 15, 2010, "Current Developments Under ERISA," Midwest Labor & Employment Law Conference October 8, 2010, "Health Care Reform: The Affordable Care Act and Its Effects on Employers and the Group Health Plans They Sponsor," Dinsmore & Shohl's 20th Annual Labor & Employment Seminar June 11, 2010, "Health Care Reform," 23rd Annual Cincinnati Employee Benefits Conference May 20, 2010, "The Affordable Care Act and Its Effect on Health Care Costs and Who Pays for Them," Premier Health Care Services Board/Senior Management Retreat May 20, 2010, "Health Care Reform--What Employers Need to Know," CAI Insurance Agency Seminar April 1, 2010, "Taxation of Settlements," University of Cincinnati Employment Law Class March 18, 2010, "Estate Planning in Uncertain Times," Northern Hills Synagogue Men's Club March 17, 2010, "National Health Care Update and Joint Ventures," Dinsmore & Shohl Dayton Health Care Seminar February 23, 2010, "National Health Care Update and Joint Ventures," Dinsmore & Shohl Cincinnati Health Care Seminar February 10, 2010, "Legal and Ethical Aspects of Health Care, Part 2," University of Cincinnati Physician Leadership Program December 16, 2009, University of Cincinnati Tax Conference December 14 & 15, 2009, 2009 Louisiana Tax Conference December 4, 2009, "Employee Benefits Update," Southwestern Ohio Tax Institute December 3, 2009, "Update on Antitrust Developments Affecting Health Care Providers," Cincinnati Bar Association Health Care Law Seminar November 18, 2009, "Legal Aspects of Health Care," University of Cincinnati Physician Leadership Conference November 11, 2009, "Physician/Hospital Employment-Emerging Trend," OSCPA Health Care Conference November 6, 2009, "Practical Estate Planning Issues When Funding Trusts with Qualified Plan and IRA Assets," Atrium Medical Center Foundation Estate Planning Seminar October 16, 2009, "ERISA/Pension Benefits: Basic HR Primer--How to Avoid Fiduciary Breaches and Other Unplanned Liability," Human Resources Association of Central Ohio 5th Annual Legal Update Conference October 8, 2009, "HIPAA-HITECH Update," CBA Employee Benefits Committee Monthly Meeting July 24, 2009, "Funding Trusts with Qualified Retirement Plans," 36th Annual Midwest-Midsouth Estate Planning Institute June 26, 2009, "Planning for IRAs, Retirement Benefits and Bankruptcy Benefits," Ohio Conference on Wealth Transfer June 11 & 12, 2009, 22nd Annual Cincinnati Employee Benefits Conference March 13, 2009, "Collection of Support Through QDROs & Survivorship Benefits Under ERISA," CBA's Domestic Relations Institute February 24, 2009, "Employee Benefits," 18th Annual Trust Advisors Forum February 18, 2009, "Wealth, Death and Taxes," Northern Hills Synagogue Hazak Program January 6, 2009, "Employee Benefits Update," Southwest Ohio Tax Update December 16, 2008, "Section 409A and Other Current Employee Benefits Issues Bedeviling Tax Practitioners," 2008 Louisiana Tax Conference December 5, 2008, "Nonqualified Deferred Compensation," 2008 Southwestern Ohio Tax Institute December 3, 2008, "Legal Aspects of Healthcare," UC Physician Leadership Program December 2, 2008, "Planning for Distributions from IRAs and Retirement Plans," Bluegrass Estate Planning Council November 13, 2008, "Practical Estate and Charitable Planning Ideas and Options for the Client with an IRA or Qualified Retirement Plan," Cincinnati Children's Hospital Foundation Professional Seminar November 11, 2008, "Hospital-Physician Relationships," 2008 Health Care Conference November 7, 2008, "Preserving Retirement and Health Benefits in Uncertain Times," 10th Annual Estate and Tax Planning Professional Seminar October 30, 2008, "Tax Aspects of Settlement Payments," University of Cincinnati Labor Law Class October 16, 2008, "What an Employment Lawyer Needs to Know About the Law of Employee Benefits: Round Four," 2008 Midwest Labor & Employment Law Conference September 24, 2008, "Employee Benefits Update," Cincinnati Chapter of Society of Financial Service Professionals July 24, 2008, "Practical Estate and Charitable Planning Ideas and Options for the Client With an IRA or Qualified Retirement Plan," UK/CLE Estate Planning Institute May 22, 2008, "Panel Discussion," Benefits University May 1, 2008, "Retirement Planning Update for Estate Planning Professionals and Financial Advisors," Estate and Charitable Planning Professionals Seminar April 15, 2008, "Antitrust Law for Healthcare Attorneys: New and Emerging Issues," University of Cincinnati Health Care Enterprise Class March 5, 2008, "Legal Aspects of Health Care," UC Physician Leadership Program January 8, 2008, "Employee Benefits Update," Southwest Ohio Tax Update December 17, 2007, Louisiana Tax Conference with the Louisiana Society of CPAs Events May 25, 2011
Health & Wellness: U.S. and European Perspectives
The Westin Cincinnati
21 E. 5th Street
Cincinnati, OH 45202 October 16, 2009
Human Resource Association of Central Ohio's 5th Annual Legal Update Conference
Aladdin Shrine Center
3850 Stelzer Rd.
Columbus, OH 43219 February 23, 2010
Greater Cincinnati Health Care Seminar
Savannah Center
5533 Chappell Crossing
West Chester, OH 45069 June 10 & 11, 2010
23rd Annual Cincinnati Employee Benefits Conference
The Phoenix
812 Race Street
3rd Floor Grand Ballroom
Cincinnati, OH March 17, 2010
Dayton Health Care Seminar
Downtown Doubletree Hotel
11 South Ludlow Street
Dayton, OH 45402 |