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Stuart Bumpas focuses on employee benefits, tax, and nonprofit organizations. A former Assistant to the Commissioner of the Internal Revenue Service, he has substantial experience designing and implementing tax-qualified retirement plans, representing clients before the Internal Revenue Service and the U.S. Department of Labor, and designing and implementing employee stock ownership plans, including related loan transactions. He also works on executive compensation, stock option plans, golden parachute arrangements, welfare benefit plans, and COBRA and VEBA issues. In one case, he represented a large, publicly held technology company in auditing qualified plans, identifying operational errors, and submitting proposed corrections to the IRS under voluntary correction procedures. Education LL.M., George Washington University Law School, 1973 J.D., The University of Texas School of Law, 1969 B.A., Brown University, 1966 Bar Admissions District of Columbia, 1972 Texas, 1969 Representative Experience Represented large, publicly held retail company in designing and implementing deferred compensation agreements for top executives. Represented large, publicly held manufacturing company in restating qualified plans maintained by all divisions and subsidiaries. Represented large, publicly held tech company in auditing qualified plans, identifying operational errors and submitting proposed corrections to IRS under voluntary correction procedures. Represented national, high-profile nonprofit organization in merger of local affiliate in each of 50 states into national organization. Design and implementation of charitable foundation to coordinate charitable giving activities of publicly held electronic processing firm. Represented publicly held restaurant/food operation company in addressing benefits issues relating to mergers and acquisitions. Publications & Presentations Speaker, Texas Non Profit Organizations Institute (U.T. Law School) Speaker, Texas Bankers Association Speaker, American Law Institute Speaker and Organizer (with Institute for East-West Studies) of Conference on the Use of Employee Stock Plans in East Central Europe Articles Contributor, The Tax Lawyer, including "Section 4943: An Overview" Press Release Locke Lord Bissell & Liddell Attorneys Named Texas Super Lawyers 2007 in Texas Monthly Magazine 10/10/2007 Locke Liddell & Sapp Partners Recognized Among The Best Lawyers In America 2008 9/24/2007 Eight Locke Liddell & Sapp Attorneys Named in Who's Who Legal as Among Texas' Finest 9/17/2007 Locke Liddell & Sapp Partners Recognized Among The Best Lawyers In America 2007 10/6/2006 Locke Liddell & Sapp Partners Recognized Among The Best Lawyers In America 2006 6/29/2006 Locke Liddell & Sapp Partners Recognized Among Best Lawyers in Their Fields 9/22/2003 Locke Liddell & Sapp's Lawyers Included in the Best Lawyers in America 2/4/2003 Employee Benefits in Texas - Issues and Problems in the Current Economic Environment - Series XIX Professional History Partner in the law firm of Locke Liddell & Sapp Assistant to Commissioner of Internal Revenue Service, 1973-1974 Adjunct Professor, Southern Methodist University School of Law, 1977 Professional Affiliations Listed, Who’s Who in America Listed, The Best Lawyers in America Member, American Bar Association, Section of Taxation, Committees on Employee Benefits and Exempt Organizations Member, State Bar of Texas Former Chairman, Committee on Legal Aspects of the Arts, State Bar of Texas Member, Dallas Bar Association Member, District of Columbia Bar Association Fellow, Texas Bar Foundation Member, ESOP Association Named Texas Super Lawyer by Texas Monthly Magazine Community Leadership Member, Board of Trustees, Southwestern Medical Foundation Board of Directors, Callier Center for Communication Disorders Executive Committee, Meadows School of the Arts, Southern Methodist University Trustee, Executive Committee and General Counsel, Dallas Museum of Art Trustee, The Lamplighter School Trustee and Executive Committee, Goodwill Industries Chairman of Steering Committee, Friends of Alzheimer’s Disease Center, Southwestern Medical School General Counsel, The Hockaday School General Counsel, The Dallas Foundation Board of Trustees, Child Care Group Member, Council on Foreign Relations Member, Dallas Committee on Foreign Relations. |
