Experience
Thomas A. Walker joined Winthrop & Weinstine, P.A. in 1989 and has since practiced employee benefits law, trusts and estate planning and general corporate law, with an expertise in the area of employee stock ownership plans (ESOPs) and business succession planning. He has a wide breadth of experience representing families, individuals and fiduciaries, including trust companies. Specific areas of Tom’s experience in the employee benefits area include:
- Representing companies, trust companies, lenders and fiduciaries in the design, implementation, operation, leveraging and termination of ESOPs
- Representing companies in U.S. Department of Labor and IRS audits of employee benefit plans
- Assisting clients with employee benefit issues in business mergers, spin-offs and acquisitions
- Advising and representing businesses with nonqualified deferred compensation, buy-sell agreements, severance, and salary continuation agreements
- Representing executives, companies and fiduciaries in ERISA, bankruptcy and other employee benefit litigation matters
- Assisting businesses with the design and operation of medical, dental, disability, flexible benefit, dependent care and other welfare benefit plans
- Advising business owners on their business succession, retirement and estate planning
- Representing individuals and fiduciaries (including trust companies) in court in litigation matters involving employee benefits
Specific areas of Tom’s experience in the trust and estate planning area include:
- Advising business owners on their business succession, retirement and estate planning, and assisting with the use of different business succession vehicles, including the use of Employee Stock Ownership Plans (ESOPs)
- Representing individuals and fiduciaries (including trust companies) in court and before the IRS on gift and estate tax matters
- Assisting individuals with estates ranging from relatively modest size to very large, with their trust and estate planning
- Advising trust companies and other fiduciaries on distribution and fiduciary issues
- Representing individuals and fiduciaries in probate, trust and other court proceedings
Bar Admissions
Minnesota, 1989