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Where the Roads Meet: Interplay between Trustee and the Board of Directors

Webinar

Event Details

Webinar Presenters

Allison T. Wilkerson headshot

Allison T. Wilkerson

Allison focuses her practice on employee benefits matters with extensive experience handling issues pertaining to ERISA and ESOPs. Her ESOP practice focuses on the design and implementation of ESOP transactions and provides ongoing legal counsel to ESOP-owned companies. She has been involved in hundreds of transactions, seeing all sides of the "ESOP lifecycle". Allison has advised employers on the implementation of nonqualified plans and executive compensation arrangements that complement the ESOP structure and represents independent fiduciaries in their role as purchaser in an ESOP transaction as to their legal duties with respect to their representation of ESOP participants and beneficiaries.

Lance Studdard headshot

Lance Studdard

Lance is a veteran ERISA and ESOP fiduciary. His practice includes ESOP trustee and plan asset & expense management engagements. Lance has a J.D. degree from The University of Alabama School of Law. His work history includes working as a litigator and as a compliance attorney. He is a member of The ESOP Association & National Center for Employee Ownership and frequently speaks on ERISA and ESOP fiduciary issues.

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