Allison Wilkerson focuses her practice on employee benefits matters. She has extensive experience handling issues pertaining to the Employee Retirement Income Security Act of 1974 (ERISA) and employee stock ownership plans (ESOPs).
With respect to ERISA, Allison focuses on compliance issues and the Internal Revenue Code related to employee benefits, including qualified plans, nonqualified plans, and executive and deferred compensation. While advising employers on the design, implementation and administration of tax-qualified retirement plans and nonqualified retirement plans, Allison provides relevant guidance as to administrative and operational matters, and assists clients with various benefit plan correction programs offered by the Department of Labor (DOL) and Internal Revenue Service (IRS). Allison also has advised employers with respects to issues raised in connection with corporate mergers, acquisitions and divestitures as they relate to the various benefit plans maintained by the affected corporate entity or entities.
Allison focuses her ESOP practice 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, including leveraged buyouts, mergers, acquisitions, and the structuring and financing of ESOPs using private equity. She has advised employers on the implementation of nonqualified plans and executive compensation arrangements that complement the employee ownership structure and culture inherent in an ESOP-owned company. Allison also 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.
Allison writes and speaks frequently on ERISA and ESOP issues.
Education
University of Texas School of Law, JD, with honors, 2002
Baylor University, BBA, 1999
Admissions
Texas
Partner | Dallas
Dallas: +1 214 295 8010
Dallas: +1 972 323 3098
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Benefits Law Journal / Winter 2016
Bloomberg BNA Pension & Benefits Daily / June 28, 2016
On the Subject / March 9, 2016
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New York / The Deal Pipeline / July 19, 2017
Chicago / Press Releases / July 14, 2017
McDermott Appoints Todd Solomon to Lead Employee Benefits Practice
Dallas / Press Releases / April 6, 2017
Press Releases / August 15, 2016
SHRM.org / August 9, 2016
Forbes.com / August 8, 2016
Billionaire Trump Economic Advisor Knows a Lot About Tax -- Shelters, That ...
Bloomberg BNA Pension & Benefits Daily / June 9, 2016
Majunke Deal Advisors (Germany) / January 20, 2016
Frankfurt / Press Releases / 18. Januar 2016
McDermott berät Sabre Corp bei der Übernahme der Trust Group
Texas Lawyer / September 11, 2015
The Am Law Daily / September 3, 2015
K&L Gates Grabs Paul Hastings IP Co-Chair; Plus More Lateral Moves
Bloomberg BNA Big Law Business / September 2, 2015
More Partners Exit K&L Gates in Dallas, As McDermott Adds Two
Today’s General Counsel / September 2, 2015
JD Journal / September 2, 2015
CityBizList Dallas / September 2, 2015
Erin Turley and Allison Wilkerson Join McDermott as Partners
PlanAdviser / September 1, 2015
Law360 / September 1, 2015
Dallas / Press Releases / September 1, 2015
McDermott Adds Nationally Recognized Employee Benefits Partners to Rapidly Expanding Dallas Office
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