William L. Sollee, Jr. Jr., Attorney
William L. Sollee, Jr.
Pension & Benefits, General Practice
- Law Office: Ivins Phillips & Barker Chartered
- Jackson Law Firms
- Law School: University of Florida Levin College of Law, J.D.
- Status: In Good Standing
- Licensed: 57 years
202-393-7600
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introduction
Mr. Sollee, a partner in Ivins, Phillips & Barker's employee benefits practice, has broad experience advising clients on benefits matters under the tax code and ERISA. He has particular expertise in the areas of qualified and nonqualified retirement and deferred compensation plans, executive compensation, VEBAs, the treatment of pension plans in chapter 11 bankruptcy proceedings, and the tax treatment of benefit programs generally. Mr. Sollee has counseled many of the largest corporations in the world -- including General Motors, Boeing, Xerox, Ford Motor, Caterpillar, Chrysler, EDS, Sodexo, and Delphi -- regarding compliance with qualified plan standards, including those applicable to traditional defined benefit, cash balance, and 401(k) plans, and has conducted comprehensive "mock audits" on pension plans with aggregate assets exceeding $250 billion. He is an expert on the intricacies of sections 409A and 83 and the application of constructive receipt and related principles to complex compensation and benefit structures.
Mr. Sollee's 20-plus years as a benefits attorney include stints as Legislation Counsel to the U.S. Joint Committee on Taxation, Tax Counsel to the U.S. Senate Committee on Finance, and tax partner in the National Office of a Big 4 accounting firm. His varied experience in
Clients have benefited significantly from Mr. Sollee's creativity and problem-solving ability over the years. Mr. Sollee's benefit designs have been successfully adopted by Fortune 50 and other major corporations. He has devised innovative new approaches to more efficiently finance and secure nonqualified deferred compensation plans and to optimize benefit-related tax deductions. Mr. Sollee's ingenuity once even "saved" the
Mr. Sollee earned his A.B., with honors, in Applied Mathematics from
Mr. Sollee is listed in Best Lawyers in America (Woodward White) in the specialty of Employee Benefits Law, the Legal 500, and other similar publications.
QUESTIONNAIRE
Experience
Position | Organization | Location | Duration |
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Education
School | Degree | Major | Graduation |
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University of Florida Levin College of Law | J.D. | Law School | N/A |
Harvard University A.B. |
Admission
State / Court | Date |
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District of Columbia | 1989 |
Florida | 1966 |
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Service Type: Private
Update Date: 2022-09-28
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P.O. Box 241
Jackson, WY 83025