My background is unique in blending the skills and experience desirable to both Plaintiffs and Defendants in ESOP cases.   This experience makes me well-suited to handle ESOP cases involving:

• Breach of fiduciary duty and prohibited transactions;

• Fiduciary process disputes;

• ESOP valuation disputes;

• Repurchase Obligation disputes;

• Executive compensation disputes;

• Warrants and Stock Appreciation Rights (“SARs”)

• Control and governance disputes;

• S Corp penalties under Section 409 p;

• Anti-cutback claims under ERISA Section 204(g);

• ERISA contribution and indemnity claims;

• ERISA Statute of Limitations disputes;

• Contractual disputes with ESOP service providers;

• Investment of Plan asset claims;

• Penalty claims for denial of information to participants under ERISA Section 502 (c); and

• Interference with ESOP protected rights.