Jeffrey (Jeff) M. Holdvogt regularly counsels public and privately held companies and tax-exempt organizations on a wide range of employee benefits matters. These include the design and administration of complex pension, 401(k) and 403(b) plans, nonqualified and executive deferred compensation arrangements, fiduciary and plan investment issues under the Employee Retirement Income Security Act (ERISA), internal compliance reviews and voluntary correction filings, and benefit plan matters arising from mergers and acquisitions, as well as other ongoing day-to-day retirement and executive compensation issues.

Jeff has extensive experience representing clients in negotiations with the Internal Revenue Service (IRS), US Department of Labor (DOL) and Pension Benefit Guaranty Corporation regarding plan audits, determination letters, private letter rulings and correction filings. He routinely advises employers and employee benefits committees on ERISA fiduciary matters, corporate governance and fiduciary responsibility for employee benefit plans. He also regularly drafts nonqualified deferred compensation arrangements, supplemental executive retirement plans and advises on issues under Code Sections 409A, 457, 280G and 83 regarding compensation arrangements for executives.

Jeff is a frequent author of articles on benefit plan compliance issues for publications such as Bloomberg Law and has been invited to speak before leading industry organizations including the American Bar Association, the ERISA Industry Committee and the Plan Sponsor Council of America.

Julie Miraglia Kwon advises wealthy individuals, families, closely held businesses, charities and corporate fiduciaries on all aspects of estate, gift and generation-skipping transfer tax planning, trust and estate administration, business succession, charitable planning and governance, and contested trust and tax matters.

Julie formerly was the Philanthropic Advisor for Stanford University, where she collaborated with the Office of General Counsel and Stanford Management Company regarding endowment and charitable trust investment, complex gifts and bequests, and contested matters. Previously, she also was a national director with Bernstein Global Wealth Management, where she developed quantitative research regarding the effect of investment volatility on wealth transfer, and was the fiduciary counsel and Legacy Planner for the Midwest Region for Bessemer Trust Company. Julie is a former member of the board of directors of the Silicon Valley Community Foundation, the largest in the country.

Julie co-authors the tax treatise, Generation-Skipping Transfer Tax (by Harrington, Plaine, Zaritsky & Kwon, for Warren Gorham & Lamont), and the Tax Management Portfolio titled Generation-Skipping Transfer Tax (by Harrington & Kwon, for Bureau of National Affairs). Julie speaks frequently before and writes regularly for professional publications and organizations, including the Wall Street Journal, Forbes, Dow Jones, Journal of Taxation, Trusts & Estates, the Heckerling Institute on Estate Planning, the Internal Revenue Service, the American Bar Association, the American Law Institute and numerous regional organizations.

While in law school, Julie was executive editor of the Yale Journal of Law & the Humanities.

Daniel (Danny) J. Bell focuses his practice on domestic and international estate, gift and income tax planning. He has assisted clients with cutting-edge estate, income and gift tax mitigation strategies, including domestic and offshore tax compliance, tax controversy and litigation, pre-immigration, expatriation and business succession planning, estate and trust administration, as well as family multigenerational wealth preservation. Danny has also advised high-net-worth individuals with sophisticated tax and wealth transfer planning and implementation.

Defends mergers and competitor collaborations in the healthcare industry through federal and state antitrust enforcement agency review

Advises on ongoing conduct and antitrust compliance matters, including provider contracting networks, joint purchasing arrangements, information exchanges, and other forms of competitor collaborations

Lisa M. Richman focuses her practice on international dispute resolution matters, with a particular emphasis on international commercial arbitration and public international law.

She has experience representing clients in a broad range of matters, including in the areas of international commercial and investment arbitrations, securities enforcement, securities litigation, general commercial litigation disputes and insurance coverage.

Lisa’s clients have included investors, governments, corporations, corporate officers and directors, and individuals in disputes seated in common law and civil law jurisdictions worldwide. Her work has included disputes conducted under ICC, ICSID, ICSID AF, AAA/ICDR, SIAC, HKIAC, JAMS, DIS, LCIA, CPR, Swiss Rules and UNCITRAL Rules as well as pure ad-hoc arbitrations. She has handled disputes in a wide variety of industries with a particular focus on disputes relating to energy, oil and gas, intellectual property, pharmaceutical, infrastructure, licensing, securities, telecommunications, joint ventures and construction.

Lisa also has represented corporations, corporate officers and directors, and individuals in international and domestic arbitrations and litigations in the US and around the world. Complementing her dispute resolution expertise, Lisa has managed internal investigations worldwide and has helped a variety of companies to resolve government investigations, including World Bank Sanctions proceedings. Lisa is listed on the arbitrator list of the Vienna International Arbitral Centre (VIAC), in the LCIA’s database of neutrals and is a member of the SIAC Users Counsel, the ITA Americas Committee and the DIS Rules Revision Committee. She is a native German speaker, and also speaks Spanish and French.

She has received recognition for her expertise as a dispute resolution specialist by, among others, Global Arbitration Review, Who’s Who Legal, Benchmark Litigation, the Commercial Arbitration Expert Guide, the National Law Journal, the American Lawyer, Juve, Super Lawyers and Law360.

While in law school, Lisa was a notes and comments editor for The Tax Lawyer. Following law school, Lisa was a law clerk for the Honorable A. Franklin Burgess, Jr. of the District of Columbia Superior Court.