James focuses his practice on counseling clients with the design, implementation and operation of qualified defined contribution plans, executive compensation and Employee Stock Ownership Plans (“ESOPs”). His ESOP experience includes company, trustee and shareholder representation in numerous ESOP transactions, including leveraged buy-outs, corporate stock redemptions, shareholder succession and corporate reorganizations.
James previously served as an ERISA Enforcement Advisor and the National ESOP Advisor for the Department of Labor’s Employee Benefits Security Administration where he identified and corrected violations of ERISA in connection with ESOPs, including improper valuations, prohibited loans, discrimination issues, voting rights, diversification and refinancing.
ESOP Association, Member
National Center for Employee Ownership, Member
National Institute of Pension Administrators, Member
LL.M., Taxation & Employee Benefits, Georgetown University Law Center, 2009
J.D., University of Valparaiso School of Law, 2008
B.S., Utah State University, 2004
California, 2012 (inactive)
Foster Pepper PLLC, Member, 2017-Present
Seigfreid Bingham P. C., Of Counsel, 2016-2017
PDX Benefits Law, Shareholder, 2015-2016
Schwabe, Williamson and Wyatt, Associate, 2014
Jackson Lewis PC, Associate, 2013-2014
Chang, Ruthenberg & Long, Associate, 2011-2013
Department of Labor/Employee Benefits Security Administration, ERISA Enforcement Advisor & National ESOP Advisor, 2009-2011