Our attorneys have regularly represented trust plans and brokers in connection with disputes over the right of employers and employees in such plans.

Our attorneys have been counsel on several Second Circuit appeals involving the tax implication of such plans, and have taken one such appeal to the Supreme Court.  We have also been involved in AAA arbitrations involving the right of beneficiaries in such plans.

Our tax group regularly works on reviewing and drafting employee benefit plans.  In addition, our firm has formed and counseled service employee benefit funds designed to create track records for investment advisors.

Representative Matters

  • Represented member of a limited liability company in FINRA arbitration and state court action seeking benefits and return of capital.
  • Represented a medical practice in enforcing covenant not to compete.
  • Represented a multibillion-dollar private equity fund in connection with indemnification rights of officers and affiliates arising from SEC and DOJ investigation.
  • Partnered with Latham & Watkins LLP to file a petition for certiorari seeking Supreme Court review of a decision from the Second Circuit Court of Appeals concerning the tax treatment of employee benefit plans.