Lawyer Bio : Patrick M. Allen

Patrick provides legal guidance in the design, documentation and administration of qualified and nonqualified retirement plans and welfare benefit plans. He also assists clients with respect to compliance with COBRA and the Health Insurance Portability and Accountability Act (HIPAA). In addition, Patrick assists clients in correcting form and operational defects in their qualified retirement plans and in obtaining favorable settlements for companies who have disputes with the Internal Revenue Service. Patrick has also been very successful in obtaining favorable settlements with the Department of Labor and the Pension Benefit Guaranty Corporation (PBGC).

Patrick advises clients with respect to employee benefits matters in corporate transactions. He conducts due diligence, reviews and drafts employee benefits provisions in acquisition documents, and provides guidance concerning how to deal with the employee benefit plans of the parties after the closing of the transaction.

Because of his background in mathematics and his knowledge of computer technology, Patrick is especially adept at handling retirement distribution planning matters and in analyzing different types of retirement plan formulas to provide maximum benefits to executives at the lowest possible cost.

Patrick has worked with a wide range of businesses, including:

• Publicly held companies
• Financial institutions
• A wireless phone service carrier
• Medical service providers, including hospitals and physicians in private practice
• An automobile manufacturer
• A chemical manufacturing company
• Law firms
• Furniture manufacturing companies
• Tax-exempt organizations
• A national publishing company
• A children's clothing manufacturer