Jackson Walker partners Jim Griffin and Michael Kaufman spoke at the Jackson Walker and MHBT Not For Profit Roundtable that was held in Dallas, Texas, on February 10, 2016.
This roundtable discussed 2016 tax and legal issues that impact not for profit organizations including 403(b) and retirement plans, as well as issues related to IRS concerns about possible abusive practices.
Mr. Griffin advises clients on legal issues involving employee benefit plans. He works closely with the ever-changing Internal Revenue Code and ERISA. In that work, he sees his role with clients as bringing simplicity to a complicated field so that the client’s employee benefit plan objectives may be satisfied. Mr. Griffin has more than 29 years of experience representing clients in a wide variety of employee benefit plan matters involving 401(k) plans, group benefits and incentive arrangements. He received his B.B.A., summa cum laude, from Texas Tech University and his J.D., cum laude, from Southern Methodist University Dedman School of Law.
Mr. Kaufman practices in the areas of estate planning and administration and charitable organizations. His practice has encompassed all areas of individual and family asset planning including design, drafting and implementation of family limited partnerships and related entities, public and private charitable entities, charitable remainder trusts, wills, insurance trusts, revocable (or “living” trusts) and other taxable and nontaxable gift transactions. His experience ranges from planning for the disposition of small simple estates through planning for management and disposition of complex estates with assets in excess of one billion dollars. Mr. Kaufman is a fellow of the American College of Trust and Estate Counsel and is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. He has been named a “Texas Super Lawyer” by Thomson Reuters each year from 2003-2015. Mr. Kaufman received both his B.A. degree in Psychology, with honors, and his J.D. degree from the University of Texas. As an undergraduate, Mr. Kaufman was elected to Phi Beta Kappa.