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Education and Honors
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J.D., University of Utah College of Law, 1973 Order of the Coif
Research Editor, Utah Law Review
B.A. (with honors), philosophy, University of Utah, 1970
Listed in Who's Who in the World, Who's Who in America, Who's Who in American Law, and Who's Who in the South and Southwest, 2003 through 2009; listed in Who's Who Legal: Texas, 2009 Listed in The Best Lawyers in America for more than 20 years, and Mondaq's annual International Survey of Leading Taxation Advisers since 2002 Named by D Magazine as one of "The Best Lawyers in Dallas," 2003, 2007, 2008 and 2009 Recognized by Law & Politics as a "Texas Super Lawyer," 2003 - 2009
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Admissions and Affiliations
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Practice Areas
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Concentration Employee benefits and executive compensation, retiree benefits funding, management compensation, retention and severance, employee benefits issues in mergers and acquisitions, benefits-related labor relations issues, benefits-related bankruptcy issues, proceedings before government agencies with respect to benefits and compensation matters and legislative efforts with respect to benefits and executive compensation matters, litigation involving employee benefits matters, design and structure of financial products and ideas for employee benefits plans and programs Summary Bruce Pingree has extensive tax and employee benefits experience, and he advises clients with respect to all types of executive compensation programs and employee benefits, including qualified and nonqualified retirement, profit sharing, stock bonus, 401(k) and employee stock ownership (ESOP) plans. He also works with welfare plans, fringe benefits and perquisites. Mr. Pingree represents corporations and executives in connection with executive, board and management compensation issues, including all types of stock and cash compensation and deferral programs and golden parachute arrangements. He works with client plan sponsors and plan administrators on fiduciary, tax, securities, trust and corporate law issues relating to benefits and compensation. He also handles the employee benefits issues involved in mergers, acquisitions, dispositions and leveraged buyouts and works on ESOP-based transactions from plan sponsor, lender, fiduciary and plan administrator perspectives. Mr. Pingree counsels employers in connection with employee benefits aspects of labor relations, including in labor negotiations and disputes. He also represents client plan sponsors and plan administrators or fiduciaries in proceedings before the Internal Revenue Service, the United States Department of the Treasury and Department of Labor, the Pension Benefit Guaranty Corporation, the Equal Employment Opportunity Commission, the Securities and Exchange Commission and state regulatory authorities.Along with his experience before regulatory agencies, Mr. Pingree represents plan sponsors in legislative efforts before members and committees of the United States Congress. He frequently advises employers and fiduciaries in employee benefit litigation matters. Mr. Pingree has addressed over 100 organizations with respect to employee benefits and executive compensation.Representative Engagements - American Airlines, Inc. – ongoing representation with respect to benefits and transactional benefits issues, such as in the acquisition of substantially all the assets of Trans World Airlines through TWA Airlines LLC
- U.S. Trust of California, N.A. – representation in employee stock ownership plan transactions
- New England Life Insurance Company – risk analysis of competing insurance-related benefit programs to be offered to small businesses
- Bankers Trust Company (now Deutsche Bank) – development of special funding programs for large company retiree medical funding trusts
- Major mining company – development of special "golden parachute" and executive separation arrangements
Publications, Speeches and Presentations Publications- "Were the Contours of the Law Properly Highlighted or Was a Loophole Painted Into the Scene? Sherwin-Williams Scores One in the Sixth Circuit,"ERISA Litigation Reporter, February 2004
- "Booth v. Comr.: The Tax Court Reins In Runaway Multiple-Employer Welfare Plans," Tax Management Compensation Planning Journal, September 1997
- "Fiduciary Issues in Welfare Plans," ERISA Fiduciary Law, Bureau of National Affairs, 1995, with annual updates
Speeches and Presentations "Privilege Issues in the Practice of Employee Benefits Law" Practicing Law Institute, ERISA Litigation Seminar, New York, September 2009 "Ethics Issues for Benefit Lawyers Responding to Audit Letters" ABA Joint Committee of Employee Benefits, Multisite Telecon Webcast, May 2009 "Ethics Roundup" Moderator ABA Mid-Year Tax Employee Benefits Committee, New Orleans, January 2009 "General Ethics Obligations Disclosure & Documentation Claims & Fiduciary Issues" SWBA, Dallas, November 2008 "Ethical Challenges for Employee Benefits Lawyers," American Bar Association, Multisite TeleconWebcast, July 2008 "Executive Compensation And Other Issues Regarding Compensation for Employees," University of Houston Law Foundation, Houston, June, 2008 "Ethics Panel Discussion" ABA-BLS Spring Meeting, Dallas, April 2008 "Everyday Ethics" ABA Mid-Year Meeting, Las Vegas, Panel Discussion, January 2008 "Executive Compensation and Other Issues Regarding Compensation for Employees," University of Houston Law Foundation, Houston, May 2008 "Compensation and Benefits in Healthcare Organizations: New Developments," University of Houston Law Foundation, Dallas, July 2007 "Reforming Executive Compensation Practices: United States Developments and Will These Governance Ideas Be Exported?" Center for International Legal Studies, Salzburg, Austria, June 2007
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