Wendy guides business owners and their advisors through ESOP transactions and employee benefits issues in non-ESOP mergers and acquisitions. From the transaction planning phase through closing, she represents sellers, buyers, fiduciaries and their advisors. She facilitates clear communication between all of the stakeholders to close deals on time and on budget.
Wendy handles qualified retirement plans and nonqualified deferred compensation plans, including 401(k) plans, restricted stock plans, phantom stock plans and stock appreciation rights (SARs) plans.
She speaks regularly on ESOP transaction planning and execution, executive compensation, controlled groups, corporate governance and fiduciary issues.
She earned her J.D. from the University of California at Davis School of Law and her LL.M. (Master of Laws) in taxation from the University of Alabama, where she received the distinction of "Best Paper" in Deferred Compensation.
Wendy is admitted to practice in California.
Super Lawyers has named her a Northern California Rising Star in the area of employee benefits five times.
One of Wendy's Most Read Articles: The ESOP Basics You Need to Know
With the right guidance from the right advisors, business owners can quickly decide if an ESOP is the right way to achieve personal and business goals. This primer on ESOPs will help get you there. Read more...