Kelly Ultis

Kelly A. Ultis practices in the tax group with a concentration in the area of executive compensation and employee benefits. She has worked with both public and private companies on an array of employee benefit matters, focusing on qualified retirement plans, health and welfare plans and executive compensation arrangements.

Her experience includes helping clients navigate and comply with the complex and numerous legal requirements associated with the administration of equity compensation and employee benefit plans and advising companies on fiduciary duties with respect to qualified retirement plans.

She works with entities on all stages of benefit plan matters, including advising companies on the design and implementation of new plans, drafting documents, counseling companies on the maintenance and correction of plans and finally, assisting in merging or termination of plans. She is experienced in design and implementation of employee stock ownership plans (ESOPs) as well as ESOP transactions.

She has represented clients before the Internal Revenue Service, the Department of Labor and the Pension Benefit Guaranty Corporation. Kelly recently assisted a client in the design, drafting and implementation of a complex cash balance plan and assisted in benefits matters with respect to a $200 million merger of two banking institutions.

EDUCATION :

• JD, University of Houston Law Center, magna cum laude, Houston Journal of International Law, External Relations Editor, Order of the Barons, 2005
• MS, Texas Woman’s University, 2001
• BA, Southwestern University, 1998

BAR ADMISSIONS :

• Texas

Memberships :

• Houston Bar Association
• The ESOP Association
• National Center for Employee Ownership