Client Collaborations
All Representative Cases
Advised clinic in responding to a breach of patient health information. We also advised on issues regulated under the Health Insurance Portability and Accountability Act (HIPAA).
Advised global internet company with developing and implementing responses to the Edward Snowden revelations regarding monitoring of internet traffic.
Advised government entity with homeland security issues regarding a data breach response program and information security issues. We trained in-house legal and IT staff on data security issues and participated in a simulated data breach exercise.
Helped plan sponsors with the correction of qualification failures in their qualified and 403(b) plans under EPCRS, through either self-correction or VCP filings. These failures included incorrect or untimely contributions, improper distributions, participation errors, testing failures, vesting failures, improper participant loans, and failures to amend. The recommended and implemented corrections enabled the plans to maintain their qualified status.
Assisted plan sponsors to correct various fiduciary breaches, including the failure to timely deposit elective deferrals, failure to hold plan assets in trust, exclusive benefit violations, prohibited transactions, and failure to properly value plan assets.
Structure, negotiate, and draft a broad range of transactional documents and contracts, including purchase and sale agreements, services agreements, assignments, and promissory notes between corporate entities and other parties.
Represent clients in an extended range of mergers and asset acquisitions or sales, including structuring, negotiating, and drafting transactional documents.
Manage and coordinate complex closings of multimillion-dollar cannabis license sales.
Advise multiple major vertically integrated cannabis businesses in their corporate structure, general business operations and contracting.