Meredith L. O'Leary

Meredith L. O'Leary: Attorney with Eversheds Sutherland (US) LLP

Biography

Meredith O’Leary counsels both public and private companies on a diverse spectrum of employment, compensation and benefits law. Her practice focuses on corporate transactions, executive and equity-based compensation arrangements, and the design, qualification, administration and termination of tax-qualified retirement plans, non-qualified deferred compensation arrangements, health and welfare plans and fringe benefit packages. Meredith regularly advises clients on employment, compensation and benefits issues that arise in connection with mergers, acquisitions, divestitures, reorganizations and other business transactions, including with respect to securities and tax law. Meredith also regularly represents pension funds in their investment transactions.

Additionally, Meredith counsels clients on issues such as 162(m) performance-based compensation, proxy disclosures, 280G payments, annual and long-term incentive programs, employment and consulting agreements, change in control agreements, retention and severance arrangements, and restrictive covenant provisions.

Meredith also counsels clients on other aspects of employment and tax law, including withholding issues, COBRA, HIPAA, PPACA, hiring practices, leave policies and practices, employment termination, personnel policies and fiduciary matters. Her clients include financial institutions, private equity funds, hedge funds, pension funds, energy companies, pharmaceutical manufacturers, agribusinesses, airlines, defense contractors and telecommunications entities.

Client Tools

•409A Law

Awards and Rankings

Recognized by The Legal 500 United States in the area of employee benefits and executive compensation (2017-2018)

Experience

Represented Colonial Pipeline Company in the acquisition of marine terminal operations and assets at the Port of Port Arthur, Texas.
Represented global technology company Avnet, Inc. in connection with its acquisition of Hackster, Inc.
Represented a large media company in the sale of its newspapers and related media assets in Texas.
Represented Cox Enterprises in the sale of a majority stake in Cox Media Group's television stations to Apollo Global Management.
Represented Cox Communications in its acquisition of EasyTEL Communications, a provider of voice, data and video services to commercial customers in the Tulsa, Oklahoma, market.
Represented Cox Media Group in its sale of the businesses of Cox Target Media to Platinum Equity.

Publications

Legal Alerts

Legal Alert: 2018 in review - ERISA guidance (March 7, 2019)
In broad scope, the guidance issued in 2018 by the Department of Labor (DOL) under the Employee Retirement Income Security Act of 1974, as amended (ERISA), extended a trend established over the ...

Legal Alert: IRS cracks open the window for retiree lump sums (March 7, 2019)
On March 6, 2019, the Internal Revenue Service (IRS) issued Notice 2019-18 (Notice), announcing that it is retracting its previous position that prohibited pension plan sponsors from offering ...

Legal Alert: Treasury and IRS issue interim guidance on executive compensation excise tax under section 4960 (January 18, 2019)
Introduction On December 31, 2018, the Department of the Treasury (Treasury Department) and the Internal Revenue Service (IRS) issued Notice 2019-09 (Notice) providing comprehensive interim guidance ...

Legal Alert: Texas v. United States decision could impact employer-sponsored health plans (January 4, 2019)
On December 14, 2018, a Texas District Court ruled that the Affordable Care Act’s (ACA) requirement that certain individuals maintain a minimum level of health coverage, often referred to as the ...

Legal Alert: IRS formalizes and provides relief for section 403(b) “once-in-always-in” part-time rule - immediate action required (December 17, 2018)
In Notice 2018-95, released on December 4, 2018, the Internal Revenue Service (IRS) formally announced a “once-in-always-in” interpretation of the section 403(b) participation exclusion for part-time ...

Legal Alert: DOL considers important efficiencies for the retirement system (November 14, 2018)
In the last three weeks, the Department of Labor (DOL) undertook two initiatives that have the potential to improve the efficiency of the retirement system and the retirement security it provides to ...

Legal Alert: When your hardship comes in-Treasury proposes hardship withdrawal regulations (November 12, 2018)
On November 9, 2018, the US Department of the Treasury and the Internal Revenue Service (IRS) issued proposed regulations addressing statutory changes to the section 401(k) hardship distribution ...

Legal Alert: DOL and Treasury update guidance agendas for employee benefits (fall 2018) (October 24, 2018)
The principal regulators of US employee benefits have recently published updates to their guidance plans for the coming months.On October 18, 2018, the US Department of Labor (DOL) published its ...

Legal Alert: IRS issues updated guidance on safe harbor notices for eligible rollover distributions (September 25, 2018)
On September 18, 2018, the Internal Revenue Service (IRS) released Notice 2018-74, which updated the safe harbor guidance that employers may use to comply with the notice requirements under section ...

Legal Alert: Life insurance purchased in welfare benefit fund taxed under split-dollar rules (September 21, 2018)
In a recent memorandum opinion, the Tax Court ruled that the economic benefit provided to a business principal from life insurance purchased by the business through an Internal Revenue Code section ...

Articles

Cybersecurity and Data Privacy review and update: Looking back on 2018 and planning ahead for 2019 (March 1, 2019)
From the implementation of the GDPR to the passage of the CCPA, the year 2018 proved to be a monumental one for cybersecurity and data privacy. Regulators from around the world responded to ...

The Effects of the New Tax Law UBTI Rules on Tax-Qualified Pension Investments Are Still Unclear, Even after Additional IRS Guidance (November 12, 2018)
Bloomberg Tax: Tax Management Memorandum
On December 22, 2017, the Tax Cuts and Jobs Act of 2017 was enacted. This law added a number of new sections to the tax code, including a new Section 512(a)(6), which, effective for years after ...

INSIGHT: The Effects of the New Tax Law UBTI Rules on Tax-Qualified Pension Investments Are Still Unclear, Even After Additional IRS Guidance (October 31, 2018)
Bloomberg BNA
On Dec. 22, 2017, the Tax Cuts and Jobs Act of 2017 was enacted. This law added a number of new sections to the tax code, including a new Section 512(a)(6), which, effective for years after Dec. 31, ...

It’s Time to Review Benefit Denial Letters (March 25, 2015)
TerraLex Connections
In their article for TerraLex Connections, Sutherland attorneys Alice Murtos and Meredith O’Leary discuss the U.S. Court of Appeals for the Sixth Circuit decision in Moyer, which ruled that the ...

Financial Services Company's Nonqualified Plan Found to be an ERISA Pension Plan (December 2014)
TerraLex Connections
In their article for TerraLex Connections, Sutherland attorneys Alice Murtos, W. Mark Smith and Meredith O'Leary discuss Tolbert v. RBC Capital Markets (July 14, 2014), in which the U.S. Court of ...

Plan Sponsors and Service Providers Need to Prepare for New 401(k) Plan Fee Disclosures (January 2011)
Employee Benefit Plan Review

Newsletters

Eversheds Sutherland Global Tax Brief (December 2017)
The Eversheds Sutherland Global Tax Brief is a collection of tax developments from our attorneys across the globe. We hope you enjoy this issue of the Brief and look forward to sharing more updates ...

Books

Executive Compensation Chapter (June 2010)
The Corporate Compliance Answer Book, Practising Law Institute

Presentations

Webcast: Assessing Retirement Plan Compliance in a Post-Determination Letter World (September 28, 2017)
Eversheds Sutherland (US) attorneys Brenna Clark and Meredith O’Leary present, Assessing Retirement Plan Compliance in a Post-Determination Letter World, a webcast on September 28, 2017. ...

News

In the News

Time to Review Benefit Denial Letters (September 16, 2014)
Employee Benefits News
Sutherland’s legal alert, It’s Time to Review Benefit Denial Letters, was featured in Employee Benefits News.

Sutherland Snags Five Lawyers from Dow Lohnes (September 20, 2013)
Blog of Legal Times
Bill Dudzinsky, Michael Hepburn, Paul Lang, Meredith O’Leary and Andrea Gehman join Sutherland Asbill & Brennan’s Washington office.The five, who moved to Sutherland from Dow Lohnes, ...

Career Tracker (September 20, 2013)
Thomson Reuters News & Insight
Bill Dudzinsky, Michael Hepburn, Paul Lang, Meredith O’Leary and Andrea Gehman join Sutherland Asbill & Brennan’s Washington office.The five, who moved to Sutherland from Dow Lohnes, ...

The Churn: Lateral Moves in The Am Law 200 (September 20, 2013)
The Am Law Daily
Bill Dudzinsky, Michael Hepburn, Paul Lang, Meredith O’Leary and Andrea Gehman join Sutherland Asbill & Brennan’s Washington office.The five, who moved to Sutherland from Dow Lohnes, ...

Five Technology, Media and Telecom Lawyers Join Sutherland (September 19, 2013)
Bloomberg News
Bill Dudzinsky, Michael Hepburn, Paul Lang, Meredith O’Leary and Andrea Gehman join Sutherland Asbill & Brennan’s Washington office.The five, who moved to Sutherland from Dow Lohnes, ...

Law Firm News (September 19, 2013)
ABA Journal
Bill Dudzinsky, Michael Hepburn, Paul Lang, Meredith O’Leary and Andrea Gehman join Sutherland Asbill & Brennan’s Washington office.The five, who moved to Sutherland from Dow Lohnes, ...

Press Releases

Eversheds Sutherland Represents Cox Enterprises in Sale of Majority Stake in Cox Media Group Television Stations to Apollo Global Management (March 5, 2019)
Eversheds Sutherland is pleased to announce that it represented Cox Enterprises on their agreement with funds managed by Apollo Global Management, LLC (Apollo) to buy a majority interest in Cox Media ...

Eversheds Sutherland Represents Great-West in proposed sale of its individual life insurance and annuity business (January 25, 2019)
NEW YORK - Eversheds Sutherland is pleased to announce that it is representing Great-West Life & Annuity Insurance Company in the proposed sale of its individual life insurance and annuity business ...

Eversheds Sutherland Elects New US Partners (December 20, 2018)
Eversheds Sutherland is pleased to announce the election of six new US partners effective January 1, 2019. Eversheds Sutherland Co-CEO Mark D. Wasserman commented: “I am honored to welcome this ...

18 Eversheds Sutherland Practice Areas, 68 Attorneys Named Among Nation’s Best in 2018 Legal 500 United States (May 30, 2018)
Eversheds Sutherland (US) LLP is pleased to announce that 18 practice areas and 68 attorneys have been recognized in the 2018 edition of The Legal 500 United States, a comprehensive survey of legal ...

Eversheds Sutherland Advises Colonial Pipeline on Purchase of Northstar Port Arthur (May 3, 2018)
HOUSTON-Eversheds Sutherland (US) LLP represented Colonial Pipeline Company (Colonial) in negotiating an agreement to acquire Northstar Port Arthur LLC. The agreement gives Colonial marine terminal ...

Eversheds Sutherland Represents Shell in Acquiring Minority Interest of US Solar Developer (January 18, 2018)
Eversheds Sutherland (US) LLP is pleased to announce it has represented Shell in the acquisition of a minority interest in Silicon Ranch Corporation, a leading US owner, developer and operator of ...

19 Eversheds Sutherland (US) Practice Areas, 58 Attorneys Named Among Nation’s Best in 2017 Legal 500 United States (May 31, 2017)
Eversheds Sutherland (US) LLP is pleased to announce that 19 practice areas and 58 attorneys have been ranked in the 2017 edition of The Legal 500 United States. Legal 500 is a comprehensive survey ...

Sutherland Represents Schoeller-Bleckmann Oilfield Equipment in Acquisition of Downhole Technology (April 1, 2016)
HOUSTON-Sutherland Asbill & Brennan LLP is pleased to announce that the firm represented global oilfield equipment supplier Schoeller-Bleckmann Oilfield Equipment AG (SBO) in its acquisition of ...

Sutherland Represents Energy Power Partners on Acquisition of Talen Energy Renewable Unit (November 5, 2015)
HOUSTON-Sutherland Asbill & Brennan LLP is pleased to announce that the firm counseled California-based Energy Power Partners in closing a purchase of the renewable energy unit of Talen Energy Corp., ...

Sutherland Represents Energy Power Partners in Purchase of Talen Energy Renewable Unit (July 1, 2015)
HOUSTON-Sutherland Asbill & Brennan LLP is pleased to announce that the firm is representing California-based Energy Power Partners in the purchase of the renewable energy unit of Talen Energy Corp., ...

Multimedia

Videocast: Changes to Code Section 162(m) (April 4, 2018)
Section 162(m) was revised as part of the tax reform bill passed at the end of 2017 to place additional limitations on the ability of certain corporations to deduct amounts in excess of $1 million ...

Webcast: Assessing Retirement Plan Compliance in a Post-Determination Letter World (September 28, 2017)
Eversheds Sutherland (US) attorneys Brenna Clark and Meredith O’Leary present, Assessing Retirement Plan Compliance in a Post-Determination Letter World, a webcast on September 28, 2017. ...

Areas of Practice (2)

  • Tax
  • Employee Benefits & Executive Compensation

Education & Credentials

Contact Information:
202.383.0107  Phone
www.eversheds-sutherland.com
University Attended:
University of Pennsylvania, B.A., magna cum laude
Law School Attended:
Cornell Law School, J.D., cum laude
Year of First Admission:
2005
Admission:
2005, New York; 2013, District of Columbia
ISLN:
922644123

Peer Reviews

This lawyer does not have peer reviews.

*Peer Reviews provided before April 15, 2008 are not displayed.

Documents (23)

Documents by this lawyer on Martindale.com

Washington, District of Columbia

Contact Meredith L. O'Leary

Required Fields

Required Fields


By clicking on the "Submit" button, you agree to the Terms of Use, Supplemental Terms and Privacy Policy. You also consent to be contacted at the phone number you provided, including by autodials, text messages and/or pre-recorded calls, from Martindale and its affiliates and from or on behalf of attorneys you request or contact through this site. Consent is not a condition of purchase.

You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.