Service Offerings

Click on the subject header to navigate to the webpage.

Litigation Support
  • Assistance to counsel in analyzing and quantifying issues in preparation for litigation, mediation and arbitration
  • Assistance in deposing opposing experts
  • Preparation of expert reports, affidavits, etc.
  • Deposition and testimony
Advice on Multiemployer Plan Liabilities
  • Development of negotiation strategy for collective bargaining
  • Analysis of withdrawal liabilities and potential ways of minimizing them (or avoiding pitfalls that might increase the liabilities)
  • Projections of emerging liabilities under alternative scenarios
  • Arbitration of withdrawal liabilities
  • Approaches to insuring against counterparty risk
Mergers and Acquisition Evaluation
  • Identification and quantification of liabilities of executive and employee benefit programs and promises
  • Analysis of program assets and financial strategies
Financial Strategies For Financing Employee and Executive Benefits
  • Insurance products, including COLI/BOLI/VOLI, split dollar life insurance and other insurance vehicles
  • Rabbi trusts and secular trusts
  • Captive insurance companies
Assistance To Executives
  • Help with decision process on benefit elections
  • Review of proposals from various product vendors
  • Explanation of choices to interested parties, including spouse, attorney, accountant
  • Valuation of benefit packages in context of change of employment
Valuation of Benefits in Divorce Proceedings
  • Pensions
  • Stock options
  • Insurance programs
  • Value of tax shelter of qualified benefits