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.
Represent a coffee roaster in opposition proceedings before the Trademark Trial and Appeal Board (TTAB).
Represent a wine producer in pursuing trademark infringement claims against a distillery.
Represent a wine producer and importer in pursuing trademark rights.
Represent cryptocurrency company in pursuing trademark infringement claims.
Represented local woman-owned enterprise in pursuing trademark infringement claims against large publicly traded company. Case involved issues at the intersection of First Amendment rights and trademark law. After moving for preliminary injunction, case settled favorably for client.
Represented large national merchandising company against false advertising claims arising from a dispute involving rights to Jimi Hendrix merchandise and artwork. Obtained summary judgment dismissal of all claims, and an award of fees, both of which were upheld by the Ninth Circuit on appeal.
Represented local author in Trademark Trial and Appeal Board proceedings, case settled favorably after mediation.
Represented regional health services provider in pursuing trademark infringement claims, case settled confidentially.