Law School
Harvard University, J.D., 1980
Law School Graduation Year
1980
College
Brown University, A.B., magna cum laude, 1977
Memberships
Indianapolis, Indiana State and American (Section of Taxation; Employee Benefits Committee) Bar Associations; Indiana Pension Conference.
Biographical
Phi Beta Kappa. Publications and Seminars: Nondiscrimination Requirements for Welfare Plans, 1988; Introduction to ESOPs, 1988; Due Diligence/Employee Benefits Issues, 1988; Current Issues Relating to Employee Benefit Plans, 1989; Deferred Compensation for Executives, 1990; Description and Purposes of Employee Stock Ownership Plans, 1990; Selected Topics Involving Litigation and Administrative Sanctions Under ERISA, 1990; ERISA Liabilities Arising Out of Multiemployer Plans, 1991; Trustee Fiduciary Obligations and Responsibilities, 1991; Final Regulations Under Sections 401(k) and 401 (m), 1991; ERISA Litigation Issues, 1992; New Regulations Regarding Plan Distributions, 1992; Legal Developments Affecting Employee Stock Ownership Plans; Recent Developments In Employee Benefits Litigation, 1993; How to Successfully Design and Implement a 401 (k) Plan, 1994; Controlling Financial and Legal Exposure With Respect to Your Employee Benefit Plans, 1994; Comparison of Defined Benefit Plans to Defined Contribution Plans, 1995; Employee Stock Ownership Plans, 1995; “Fiduciary Obligations of Employee Stock Ownership Trustees,” 1996; “Introduction to Medical Savings Accounts,” 1997; “ERISA Litigation Update,” 1998; Evolution of ERISA, 1999; Retirement Plan Distributions, 2000; Recent Developments Affecting Estate Planning For Retirement Plan Distributions, 2000; ERISA Title I Fiduciary Responsibility, 2001; Fiduciary Liabilities Under ERISA, 2002; Employee Benefit Plan Impact of Sarbanes-Oxley Act, 2003; Legal Requirements for Cafeteria Plans, 2003.