- Past chair, American Bar Association Health Law Section Employee Benefits Committee
- Fellow, American College of Employee Benefits Counsel
- Delegate, American Bar Association Joint Committee on Employee Benefits
- Past chair, IRS Mid-States Key District EP/EO Council
- Past chair, American Bar Association Tax Section Personal Service Organizations Committee
- Past president, SouthWest Benefits Association
- Past vice chair, State Bar of Texas Tax Section Employee Benefits Committee
- Adjunct professor, Southern Methodist University School of Law, “Taxation of Deferred Compensation” (Spring)
- Board of trustees, Southwestern University (1977-1979)
- Board of directors, Methodist Hospitals of Dallas Foundation (1998-2007)
Education
- Southern Methodist University Dedman School of Law, LL.M., 1985
- Southern Methodist University Dedman School of Law, J.D., 1978
- Southwestern University, B.A., 1975
Bar Admissions
- Texas
Court Admissions
- Supreme Court of the United States
- U.S. Court of Appeals, Fifth Circuit
- U.S. Tax Court
- Speaker, “Impact of Dobbs on Employee Benefit Plans,” Association of Corporate Counsel, Dallas-Fort Worth Chapter, September 14, 2022.
- Co-author, “Compliance Considerations for Medical Travel Reimbursement,” Locke Lord QuickStudy, August 1, 2022.
- Co-author, “IRS Announces New 90-Day Pre-Examination Compliance Pilot Program for Retirement Plans,” Locke Lord, June 9, 2022.
- Co-author, “US Dept. of Labor Announces Cybersecurity Guidance for Plan Sponsors, Plan Fiduciaries, Record-Keepers and Plan Participants,” Locke Lord, August 26, 2021.
- Co-author, “Section 162(m) Final Regulations,” Locke Lord, January 6, 2021.
- Co-author, “IRS Issues Guidance on Waiver of 2020 Required Minimum Distribution,” Locke Lord, July 6, 2020.
- Co-author, “IRS Issues Helpful Guidance for Coronavirus-Related Distributions and Loans from Retirement Plans Under The Cares Act,” Locke Lord QuickStudy, June 26, 2020.
- Co-author, “New ERISA Safe Harbor Expands Opportunities for Electronic Disclosure of Retirement Plan Information,” Locke Lord QuickStudy, June 9, 2020.
- Co-author, “ERISA COVID-19 Disaster Relief Includes Fiduciary Relief for Notices to Plan Participants and Beneficiaries,” Locke Lord, May 1, 2020.
- Co-author, “Extension of Certain Timeframes for Employee Benefit Plans, Participants, and Beneficiaries Affected by the COVID-19 Outbreak,” Locke Lord, May 1, 2020.
- Co-author, “COVID-19 and Your Benefit Plans: What You Need to Know Now,” Locke Lord, March 23, 2020.
- Co-author, “High-deductible Health Plans May Cover COVID-19 (Coronavirus) Costs,” Locke Lord, March 13, 2020.
- Co-author, “Overview of Proposed Regulations Under Code Section 162(m) — Grandfather Rules,” Locke Lord, January 30, 2020.
- Board Certified, Taxation, Texas Board of Legal Specialization