Estate Planning

Estate Planning Services

The benefits lawyers in our firm are experienced in retirement, health and employee benefit law. It is our goal to provide you with creative solutions and advice with respect to your specific needs and objectives. With our understanding in retirement, health & employee benefits, and pensions, we understand how the Internal Revenue Code and ERISA govern the design and administration of these benefit plans. With this in mind, we will strive to provide you with advice and solutions in a timely and efficient manner.

We provide advice and counsel to companies and individuals alike who are seeking answers to their benefit questions. Our benefits attorneys are knowledgeable in all aspects of retirement plans including plan design, qualification and terminations under ERISA and the Internal Revenue Code. Additionally, we provide advice and counsel with respect to other laws relating to retirement benefit plans such as HIPPA, COBRA and FMLA. In addition to retirement benefits, we have designed and drafted group health and medical plans and requirements under the Internal Revenue Code for a VEBA to obtain tax exempt status. We have litigated in federal trial and appellate courts in matters relating to failure to pay claims, fiduciary breaches by plan trustees and administrators and non-compliance with the retirement or health plan documents.

Our attorneys will assist you in such matters as:

• Retirement plans, including:
  • 401k
  • 403b
  • Profit sharing
  • Pension
  • IRA
  • ESOP
  • PERS and other governmental plans
• Employee benefits, including:
  • Retirement
  • Health insurance
  • Disability insurance
  • Group insurance
  • Life Insurance
  • Annuities
• Planning for:
  • Distributions
  • Rollover
  • Early retirement
  • Taxation
• Welfare benefit plans, including:
  •  VEBAs
  • Self-insured or self-funded health or medical plans
• Securing benefit payments for:
  • Health or medical expense reimbursements
  • Insurance reimbursements
  • Retirement distributions
• Pursuing claims against fiduciaries for:
  • Breach of fiduciary duty
  • Violation of the Prudent man rule
  • Trustee breaches
  • Plan administrator breaches
  • Failure to pay claims or benefits denial
  • Prohibited transactions
  • Self dealing
  • Fraud
  • Dual loyalty violations
• Representation in administrative and judicial matters, including:
  • Administrative appeals
  • Federal trial litigation
  • Federal appeals
  • Defending against Internal Revenue Service audits
  • Defending against Department of Labor audits
• Mergers and acquisitions
• Third party administration

When you need a law firm in Jackson, Mississippi experienced and knowledgeable in business, tax, ERISA and estate matters, please call our office at 888-457-4379 or contact us online so we may assist you.