Overview

Bill's practice includes advising clients on benefits and compensation issues and ERISA. He provides consulting, preparation of plan documentation, implementation of plans and ongoing representation to participants, trustees, fiduciaries, sponsors and third-party administrators in a wide variety of employee benefits matters.

Bill counsels individuals and small business owners in the design of estate and succession plans, including retirement plan aspects. He also provides general business representation for individuals and closely held business owners.

Practices

    • Clients include individuals, corporations, tax exempts, governmental entities, multiple employer and multiemployer sponsors and fiduciaries.
    • Counsel to third party administrators, ESOPS and multiemployer funds on a regular and special project basis.
    • Provides counsel at all levels of IRS, Department of Labor and PBGC with respect to controversy and correction programs.
    • Provides day-to-day counsel to third party administrators, trustees, investment advisors and recordkeepers regarding ERISA and Internal Revenue Code compliance.
    • Provides fiduciary guidance to Plan sponsors and designated fiduciaries.
    • Provides counsel for 403(b), 457 and church plans.
    • Provides guidance in M&A transactions involving aspects of employee benefits.
    • Guidance on nonqualified deferred compensation incentive plans, restricted stock and Internal Revenue Code Section 409A.
    • Welfare benefit plan compliance and design.
    • Provides guidance on sophisticated plan designs including cash balances with combination plans.
    • Day-to-day counsel with respect to estate plans, retirement, and tax matters.
  • Education

    • University of Akron School of Law, J.D., 1987
    • Walsh College, B.A., 1984

    Admissions

    • State of Ohio
    • U.S. District Court, Northern District of Ohio
    • U.S. Tax Court
  • Professional Affiliations

    • Ohio State Bar Association, Probate and Trust Law Section—Member (1987-Present)
    • Cleveland Metropolitan Bar Association, Probate and Trust Law Section—Member (1987-Present)
    • Benefits Council of Cleveland—Board of Trustees
    • ASPPA Benefits Council (ABC) of Cleveland—Member and Trustee (1999-Present); Past Officer and National Liaison
    • WEB, Inc.—Member (1998-Present)
    • Estate Planning Council of Cleveland—Member (1992-Present)
    • Tax Club of Cleveland—Member (1990-Present)
    • International Foundation of Employee Benefit Plans—Member (2015-Present)

    Community Involvement

    • St. Basil Parish—Community Activities Volunteer (2000-Present)
    • Named to The Best Lawyers in America in the areas of Employee Benefits (ERISA) Law and Tax Law (2018; 2019)
    • AV Preeminent Peer Review Rated—Martindale-Hubbell
    • "Introduction to 403(b) and 457 Plans," ASPPA Benefits Council of Cleveland, Cleveland, OH (August 2018)
    • "FSAs, HSAs, HRAs and Other Tax-Deferred Accounts," Greater Cleveland Chapter American Payroll Association, Cleveland, OH (October 2017)
    • "Plan Design Options and Restatements," ASPPA Benefit Council of Cleveland, Cleveland, OH (June 2014)
    • "Planning Issues and Problem Areas in Probate," Cleveland Law Library, Cleveland, OH (November 2013)
    • "Estate Planning Ideas For Estates Under $5 Million Dollars," North Coast Estate Planning Council, Sandusky, OH (August 2012)