Client Collaborations
All Representative Cases
Assisted several plan sponsors in connection with IRS and DOL audits of their plans. These audits involved issues of improper plan loans to participants, incorrect valuation of plan assets, breaches of fiduciary duty, and qualification defects. Prepared clients for the audits and assisted with resolving any identified issues. As a result of representation, plan sponsors were able to avoid plan disqualification and civil penalties under ERISA.
Organized copyright management, licensing, and sponsorship programs for black history website.
Represented a private equity firm in its acquisition of a technology company.
Fuel-Distribution Counsel. Provided ongoing counsel to primary fuel suppliers of the Pacific Northwest on local and state legislative matters.
Assisted residential developer obtain preliminary plat approval for 50 lot single family subdivision, including successful request for reconsideration of initial denial of the project.
Completed three secondments for two tribal enterprises, serving as in-house attorney both on-site and remotely. Secondments ranged from three to twelve months.
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.
Achieve federal registration of certification mark for regional certifier of Skagit Valley agricultural goods and services
Represented a storage facilities company in its acquisition of a competitor.