Trusts And Estates Partner
CurrentHelps clients organize financial holdings and develop strategies to assist in the distribution of assets at the time of their death through the use of revocable trusts and other techniques, such as grantor retained annuity trusts, qualified personal residence trusts, insurance trusts and grantor trusts. Frequently aids trustees, personal representatives and beneficiaries in the administration of trusts and estates. Advises business owners whose value of their company is closely tied to their personal net worth, regarding exit strategies through gifting, sales, retirement and management succession planning.For organizations, provides counsel in the employee benefits area, especially as it relates to health care plans, including ERISA and non-ERISA plans. Consults on various issues with respect to COBRA and the Patient Protection and Affordable Care Act (PPACA), the Health Insurance Portability and Accountability Act (HIPAA), the Genetic Information Nondiscrimination Act (GINA), the Newborns’ and Mothers’ Health Protection Act, the Mental Health Parity and Addiction Equity Act (MHPAEA), Michelle’s Law, the Women's Health and Cancer Rights Act (WHCRA), Medicare Secondary Payor Rules, and state and local mandated benefits and other laws.I also contribute to the firm’s For Your Benefit blog, which discusses the latest news in employee benefits and executive compensation.http://armstrongteasdale.typepad.com/for_your_benefit/
