Cases
Representative Matters: Provided advice
revised client materials in light of the Department of Labor Fiduciary Rule as applied to investment advisor advice to retirement investors with respect to: (1) annuity contracts
(2) the Best Interest Contract requirement
(3) the Level Fee Exemption
(4) Trusts
IRAs
(5) Self-Directed IRAs
(6) participant level fee disclosure
(7) trail commissions
(8) the sophisticated party exemption
(9) governmental plans
Provided advice to international entrepreneurs on entity formation, visa issues,
the acquisition of real estate for their start-up venture
Advised
counseled client on asset purchase of restaurant equipment for the operation of its restaurant
Drafted stock redemption documents for a transaction between a selling shareholder
a corporation
Drafted Executive Compensation Plan for high-level employees of a client
Advised client on Michigan Uniform Unclaimed Property Act as it applies to unclaimed stock proceeds held by a corporation
Advised client wishing to create a deferred compensation plan for employees, providing those employees both short-term
long-term financial incentives
Drafted a Summary Plan Document for a multi-employer medical plan covering employees across multiple states
Advised client on state licensing requirements for engineers working on Federal contracts
Reviewed commercial leases for restaurant space
commercial office space
Revised a transfer agent's forms
procedures with respect to book entry shares of publicly-traded stock
Drafted employment agreement for physician's practice employing physicians as employees
Provided advice on MPPAA rules regarding the interest rates imposed on employers withdrawing from an Employee Benefit Plan
Advised client on international tax considerations for a foreign employee with an expiring H1-B visa, who will continue working for the Company from abroad while seeking another visa
Provided advice on U.S. tax equalization payments
their effect on taxable income
Provided advice to an out of state entity on voluntary disclosures under Michigan tax law