Client Collaborations
All Representative Cases
Prepares Form 5500-series returns for filing and reviews Form 5500 returns prepared by service providers for welfare and retirement plans.
Assists and advises regarding Form 5500 corrections, including preparing delinquent and amended returns.
Prepares and reviews Form-5500-related disclosures, such as summary annual reports and ERISA 104(d) notices.
Counseled numerous clients on complex First Amendment issues, including the intersection of freedom of speech with harassment and discrimination claims.
Assisted client with wholesale revision of freedom of expression policies and procedures in complex educational environment.
Represented King County Fire District #2 in condemnation of adjacent property for fire station expansion project. Jury returned a just compensation verdict matching fire district’s valuation and was less than its pre-trial settlement offer. No fees or costs were awarded to property owner.
Negotiated and documented the sale by Roberts Motor Company of its Kenworth truck sales and service business to Pape Trucks (Oregon territory) and NorCal Trucks (Northern California territory). Related sale and leases of environmentally impacted commercial real estate. Related sale of PacLease truck and equipment leasing business. Related negotiation and successful settlement of postclosing indemnification claims. Aggregate transaction size: approximately $20 million.
Oversaw investigation of whistleblower complaint alleging hostile work environment and financial and project management concerns.
Prepared complex executive employment and noncompete agreements in several acquisitions made by a regional bank holding company with more than fifteen bank divisions.