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.

She is a 5-time honoree as a SuperLawyers Rising Star.

Education

Wendy earned her J.D. from the University of California at Davis School of Law and her LL.M. (Master of Laws) in Taxation at the University of Alabama where she received the distinction of "Best Paper" in Deferred Compensation.  She has been four times named a Northern California Rising Star in the area of employee benefits by the publication Super Lawyers©, most recently in 2014.

Wendy is admitted to practice in California.

Expertise

Wendy's practice includes all areas of employee benefits law that impact private sector, governmental and tax-exempt employers.  She has extensive transaction experience and focuses on assisting business owners and their advisors with employee benefits issues that arise during mergers and acquisitions.  Wendy reviews and negotiates ERISA representations and warranties in purchase agreements, advises on plan terminations and mergers, guides plans through the termination and distribution process, and advises employers on maintaining continuity of health coverage for employees during transition.