Lois Colbert

Kilpatrick Townsend & Stockton LLP 

$ $$$

North Tryon Street 214
Charlotte 28202 NC US

Lois Wagman Colbert is the leader of the Employee Benefits Practice Group of Kilpatrick Townsend. She engages in a comprehensive employee benefits practice with concentration in the areas of deferred compensation (including 409A compliance), retirement plan qualification (including drafting and obtaining Internal Revenue Service determination letters on tax-qualified status), equity compensation, fiduciary responsibility, prohibited transactions (including obtaining Department of Labor exemptions) and negotiation of employee benefit aspects of business transactions.

Ms. Colbert is a frequent speaker on various employee benefits and equity compensation topics. She has been an author or editor for each annual supplement to “Employee Benefits Law” from 2001 to 2010. Prior to joining the firm, she was associated with a law firm in Washington D.C., where she also concentrated in the area of employee benefits.

Experience:

  • Addressed the employee benefit aspects of the merger of two office supply companies, a transformational event in the office supply business. Since the merger was completed, we have been assisting in transitioning all legacy employees to the employee benefit system, consolidating the employee benefit plans, including various frozen pension and frozen retiree medical plans, and handling all other aspects of the post-merger employee benefits transition. Otherwise provide comprehensive benefits and compensation representation.
  • Comprehensive benefits and compensation representation to one of the world’s leading sources of commercial information and insight on businesses. Recently assisted with a comprehensive set of revisions to its equity long-term incentive plan, the related award agreements, agreements and arrangements related to change-in-control, and related disclosures.

Education:

  • University of Michigan Law School, J.D. (1988)
  • University of Illinois, B.S., Accountancy (1985)with high honors

Admissions:

  • North Carolina (1994)

Cost

Rate : $$$$

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North Tryon Street 214
Charlotte 28202 NC US
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Lina Stillman

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Broadway 42
New York 10006 NY US
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