Client Collaborations
All Representative Cases
Won a jury verdict after a four-day trial defeating all claims arising from plaintiff’s termination of employment. Plaintiff alleged that he had been discriminated and retaliated against for utilizing the workers’ compensation system after an injury on the job.
Prepares and reviews Form-5500-related disclosures, such as summary annual reports and ERISA 104(d) notices.
Assisted client in issuing restricted stock to key employees, including a recapitalization and buyout of some current shareholders.
Grayson v. Platis, 95 Wn. App. 824 (1999) (Creditor/debtor)
Represented investment advisory firm and broker in defending claims in FINRA arbitration involving variable annuities. Secured favorable settlement on the eve of arbitration hearing.
Structure and close 1031 exchanges, including deferred exchanges, related-party exchanges, reverse exchanges, and improvement exchanges, and consult with clients and accountants on discrete 1031 issues, including related-party exchanges, taxable boot, and 45-day designations.
Our client (the employer) won a unanimous jury verdict in a case brought by plaintiff, a disabled worker, for discrimination and retaliation in her employment. The judgment was affirmed by the Oregon Court of Appeals.
Prepares plan documents for various employment benefits, including defined benefit and defined contribution retirement plans, group health plans, cafeteria plans, and health flexible spending arrangements, and amends them for required law or plan sponsor-requested changes.
Prepared and negotiated documents related to the granting of ownership interests in several real estate projects to a key employee.