Gilbert has represented clients in in all aspects of retirement and health and welfare benefit plans – design, administration, compliance, taxation, employee communications, fiduciary responsibility, defense of benefit claims, examinations, ruling applications, correction program filings and merger and acquisition transactions.

Biography – View PDF Bio

Associations

Bar Admissions

  • Mississippi, 1985
  • U.S. District Courts
    • Mississippi: Southern
  • U.S. Court of Appeals
    • 5th Circuit
  • U.S. Tax Court

Distinctions

  • AV-Rated, Martindale-Hubbell
  • The Best Lawyers in America®
    • Employee Benefits (ERISA) Law 1999-2019
  • The Best Lawyers in America® Lawyer of the Year, Employee Benefits (Mississippi), 2011, 2017, 2019
  • Certified Public Accountant, 1981
  • Mississippi Society of Certified Public Accountants, Silver Medal, 1981
  • University of Southern Mississippi, Alumni Hall of Fame, 2015

Education & Honors

  • University of Florida, LL.M., Taxation, 1986
  • University of Mississippi, J.D., cum laude, 1985
  • University of Southern Mississippi, B.S., Business Administration, summa cum laude, 1981

Experience

  • Representation of clients in all aspects of retirement and health and welfare benefit plans – design, administration, compliance, taxation, employee communications, fiduciary responsibility, and defense of benefit claims.
  • Representation of clients in implementation of the Affordable Care Act, COBRA, HIPAA, and other federal mandates.
  • Representation of clients before the Internal Revenue Service and Department of Labor in examinations, ruling applications and correction program filings.
  • Advises on benefit issues in merger and acquisition transactions – due diligence; coordination, transition and termination of benefit programs; and correcting past deficiencies.
  • ​Representation of clients in all aspects of nonqualified deferred compensation plans – design, administration, compliance, document drafting and taxation.

Papers, Presentations, & Publications