American Bar Association American Bar Association

Employee Benefits in Mergers and Acquisitions

 • DATE: April 27 - 28, 2006
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Probate and Trust Law, Taxation, Tort Trial and Insurance Practice; The American College of Employee Benefits Counsel and The Society of Actuaries


Who Should Attend?

In-house Counsel making key decisions regarding employee benefits issues.

Benefits Specialists wanting to improve their knowledge of the current law and practices in corporate acquisitions and dispositions.

Private Practitioners who advise their corporate clients on employment matters.

Consultants, Accountants and Corporate Executives seeking a more comprehensive understanding of employee benefits issues in corporate mergers and acquisitions.

What Unique Features Does This National Institute Offer?

• More than a “theory” seminar, you will hear from experienced lawyers who handle the biggest deals and how they incorporate innovative concepts into their successful practices.

• Receive immediate feedback to your questions.

• Learn the stories from behind the scenes.

• Pick up the finer points on handling a deal.

• Meet and network with government officials: find out why they take the positions they do on the latest controversial issues.

   • A program format that goes well beyond lectures with informational panel discussions and case studies.


“This program gave practical solutions to real-life problems in my practice.”

                        - Michael J. Duane, Pitney Hardin Kipp & Szuch


“I liked the diverse experience presented by the speakers: good perspective from buyer/seller; union/non-union; and government regulatory oversight.”

                        - Mark B. Peabody, Peco Energy Company


“This seminar had uniformly excellent and knowledgeable speakers with useful outlines. I intend to attend this seminar again in the future.  Excellent program.”

                        - Richard A. Naegele, Wickens, Herzer & Panza


“Quickly moved from relevant topic to relevant topic. I also liked the case studies and panel discussions.”

                        - Elizabeth A. Nedrow, Holland & Hart LLP


Thomas A. Jorgensen, Program Co-Chair, Calfee, Halter & Griswold LLP, Cleveland, OH

T. David Cowart, Program Co-Chair, Jenkens & Gilchrist, Dallas, TX

Pamela Baker, Sonnenschein Nath & Rosenthal LLP, Chicago, IL

William Bortz, Associate Benefits Tax CounselDepartment of the Treasury, Washington, DC

Greta E. Cowart, Haynes & Boone, LLP, Dallas, TX

Taina Edlund, Deloitte Tax LLP, Washington, DC

Diane J. Fuchs, Womble Carlyle Sandridge & Rice, PLLC, Washington, DC

Nell Hennessy, Fiduciary Counselors Inc., Washington, DC

Susan Katz Hoffman, Pepper Hamilton LLP, Philadelphia, PA

Peter J. Hunt, Pillsbury Winthrop Shaw Pittman LLP, New York, NY

James P. Klein, Deloitte Tax LLP, New York, NY

Alan A. Nadel, Alan Nadel & Company LLC , New York, NY

James R. Raborn, Baker Botts LLP, Houston, TX

Joel Rich, FSA, The Segal Company, New York, NY

Priscilla E. Ryan, Sidley Austin LLP, Chicago, IL

Max J. Schwartz, Sullivan & Cromwell LLP, New York, NY

Alan Tawshunsky, Assistant Chief Counsel for Employee Benefits, Internal Revenue Service, Washington, DC

Marc R. Trevino, Sullivan & Cromwell LLP, New York, NY

John L. Utz, Utz, Miller & Kuhn LLC, Overland Park, KS



Attend the entire two-day program, the luncheon, each breakfast and network with other registrants and faculty.  Registrations must be postmarked, e-mailed or faxed by Wednesday, March 29th to receive the discount.

Early Bird Registration - Before March 29

   $1095     General Public              

$1045    ABA Member ($50 Savings - join a Section, and save even more!)

  $995    Sponsoring Section Member ($100 Savings)

Full Tuition - After March 29

$1145   General Public

$1095   ABA Member ($50 Savings - join a Section, and save even more!)

$1045    Sponsoring Section Member ($100 Savings)

On-Site Tuition

$1195   General Public

$1145   ABA Member ($50 Savings - join a Section, and save even more!)

$1095   Sponsoring Section Member ($100 Savings)



If three or more people register from the same firm, one registrant will receive a $50 reduction in program tuition! Every registrant will receive a copy of the informative course materials book which can be used as a comprehensive resource long after the program is held. Each registrant will also be eligible for MCLE accreditation within those states that require continuing legal education.


A limited number of scholarships to defray tuition expenses for full-time LL.B. candidates only are available for this program.  To request an application or receive additional information, contact Karen Case at (202) 662-8641.  Scholarship applications must be received in the ABA offices no later than thirty days prior to the program presentation.


Required sponsor documentation has been forwarded to and credit requested from MCLE states with general requirements for all lawyers.  13.17 hours of credit have been requested from states that recognize a 60-minute credit hour and 15.80 hours from those states granting credit hours on a 50-minute basis (15 hours in NY).  Lawyers seeking credit in Pennsylvania must pay a fee of $1.50 per credit hour directly to the PA CLE Board.  The ABA pays applicable fees in other states where the sponsor is required to do so.  In states where a late fee may become applicable, the ABA pays this fee as well.  Please be aware that each state has its own rules and regulations including its definition of CLE as well as “Ethics.”  Therefore, certain programs may not receive credit in some states.  Please check with your state agency for confirmation of general as well as ethics approval for any program.  You may contact the ABA Service Center at (800) 285-2221 or Karen Case at (202) 662-8641 for confirmation of the number of credit hours requested by the ABA or credit approved by any particular state.  This transitional CLE program has been approved for all New York licensed attorneys in accordance with the requirements of the New York CLE Board for NYMCLE.


If you have a specific question that you want answered, you can fax it up to the day before the program to Karen Case (FAX # (202) 662-8682), or ask the speakers directly during the program presentation.


If special arrangements are required, please contact Karen Case at (202) 662-8641. Reasonable advance notice is requested.


Refunds will be made only if requests are received in writing by Wednesday, March 29, and a $50 administrative fee will be charged.  No refunds will be made for requests received after Wednesday, March 29.  Substitute registrants for  the Employee Benefits in Mergers and Acquisitions National Institute are welcome.


Written confirmation of your registration will be e-mailed to you upon receipt. Please bring it with you to the National Institute as proof of registration. If you do not receive the confirmation notice prior to the presentation, please call the ABA at (202) 662-8641 at least 24 hours in advance to confirm that your registration was received and that the program is being held as scheduled.




Wednesday, March 29

You may make hotel reservations at The New York Palace, 455 Madison Avenue, New York, NY  10022.  A limited number of rooms have been set aside for National Institute registrants at $345 for a single or double room.  All room rates are subject to city occupancy and sales tax, and unclaimed rooms will be released on March 29, 2006, after which the hotel will accept reservations on a space-available basis only.  All reservations must be guaranteed with a major credit card.  To reach The New York Palace Hotel for reservations call 1-800-NY-PALACE (1-800-697-2522) or 1-212-888-7000. 




The American Bar Association has secured discounted rates with American and US Air for all National Institute participants. To make reservations, or for more information call:


American Airlines  (800) 433-1790

ABA Account 18395


 US Air  (877) 874-7687

ABA Account 55663548


This National Institute is recommended to satisfy 130 minutes of Core and 605 minutes of Noncore continuing Enrolled Actuary credit requirements; however, the final decision rests with the Joint Board for the Enrollment of Actuaries.


This National Institute has been approved for 8.75 units of Professional Development (PD) credit.

Mergers & Acquisitions
Program Brochure
Program Registration
AGENDA - Thursday, April 27
AGENDA - Friday, April 28
Purchase Audiotapes or Course Materials Books
Attendee Area


Early Bird Registration Deadline:  March 29, 2006

Hotel Registration Deadline:  March 29, 2006


For more information about the ABA Joint Committee on Employee Benefits, visit the JCEB website.