Practice Areas
Education
Georgetown University Law Center
LL.M., Taxation and Employee Benefits Certificate, with distinction, 2008
Wayne State University Law School
Detroit, Michigan
J.D., 2007
Michigan State University
East Lansing, Michigan
B.A., Psychology, 2004
Bar Admissions
Michigan
Court Admissions
All Michigan state courts
Employee Benefits Attorney
Charles is an experienced benefits attorney whose practice is focused on employee benefits, executive compensation, and related tax matters. He helps clients design and implement benefits plans, remain updated on compliance requirements and correct plan errors for all types of benefits. Charles regularly works executive and deferred compensation, including deferred cash, options (incentive/ISOs and nonqualified/NQSO), and restricted/synthetic units. He also assists with the growing number of health and welfare benefits plans, such as wrap plans, cafeteria plans, health and welfare plans, health, dental, vision, individual coverage health reimbursement arrangements (ICHRAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), disability benefits, and educational and student loan benefits.
Charles regularly assists clients with retirement plans (401(k)s, pension plans, ESOPs, 457 plans and 403(b) plans). Charles enjoys assisting with fiduciary duties, COBRA, HIPAA, ACA, and other regulatory requirements. He regularly assists employers with withholding and other tax matters that come up with benefits. He also provides counsel and expertise to financial institutions and other businesses regarding IRAs, Health Savings Accounts (HSAs), and Educational Savings Accounts (ESAs).
Charles frequently writes and speaks on a variety of employee benefit matters, including COBRA, HIPAA, and implications of the Affordable Care Act. He has also written and presented on privacy and cybersecurity matters for educational institutions and municipalities.
Honors and Recognitions
Best Lawyers in America®, Banking and Finance Law, Employee Benefits, Since 2023
DBusiness© Top Lawyers, Employee Benefits Law, 2023
Michigan Super Lawyers Rising Star, Employee Benefits (ERISA), 2021
Michigan Lawyers Weekly, Up and Coming Lawyer, 2016
Professional Affiliations
Jewish Bar Association
State Bar of Michigan
Certifications
Certified Information Privacy Professional/Europe (CIPP/E)
Certified Information Privacy Professional/United States (CIPP/US)
Certified Information Program Manager (CIPM)
Presentations
ESOP Funding and Distribution Rules, 2024
Employee Benefits: Legal Best Practices for 2023, 2023
Affordable Care Act: A Practical Refresher, 2023
Privacy and Cybersecurity for Educational Institutions and Municipalities, 2019-2023
SECURE 2.0, 2023
Benefits and Compensation for Educational Institutions, 2022
COBRA: A Detailed Training, 2019-2022
HIPAA for Employers: A Comprehensive Review, 2019-2022
Privacy Considerations for Employee Benefits, 2019 and 2022
Employee Benefits for Educational Institutions: Considerations for During and After COVID, 2021
Privacy in and for Schools, 2021
CARES Act for Employers, 2020
Tea and Tidbits: Avoiding Discrimination in Employee Benefits, 2020