Greg represents Taft-Hartley, multiemployer pension and health plans, and training and apprenticeship trusts. He helps boards of trustees understand and navigate the complex tax and ERISA rules, and assists administrators with more difficult issues that arise in representing benefit trusts.
Greg has assisted clients in obtaining determination letters from the IRS and correcting mistakes in plan operation through the IRS and Department of Labor correction programs. He has been involved in litigation related to benefits, including cases involving benefits, divorce orders, death benefit claims, division of trust assets, collection of delinquent contributions and bankruptcy issues.
He advises and helps single employers design pension and profit sharing plans, including 401(k) plans; 403(b) plans for nonprofit organizations; health plans; nonqualified deferred compensation; and other employee benefits.
Greg formed and ran several nonprofit organizations, gaining technical and practical experience in fiduciary, tax exemption and practical issues the boards of such organizations face. He has pursued and won several appeals with the IRS over tax exemption and won several cases for real property tax exemption for Oregon nonprofit organizations. In addition, he has a general background in business and tax law and has experience with a wide variety of contracts and government regulation.
Having been in-house as an attorney and a hands-on administrator of several nonprofit organizations, Greg is able to combine a common sense business approach with the legal technical knowledge to provide practical advice to clients.
