Burr & Forman LLP
For the past thirty years Joe Walker has represented many closely-held companies in all aspects of their business arrangements. This representation ranges from simple shareholder agreements dealing primarily with estate planning issues to complex interrelated management/partnership agreements with Fortune 100 partners. These entities may be "S" corporations, partnerships, trusts or, most recently, limited liability companies.
This representation has frequently included providing estate planning and preparing complex wills, trusts and other related documents. As a part of these engagements, Mr. Walker has guided clients through the probate process in South Carolina including estate administration, guardianships and conservatorships.
In addition, Joe has represented numerous exempt organizations ranging from qualified retirement plans to exempt organizations employing substantial numbers of employees. The exempt organizations range from tax-exempt cooperatives to faculty practice plans to large private foundations.
Joe also has substantial experience in dealing with ERISA and deferred compensation issues. For example, Mr. Walker has assisted in the establishment of welfare benefit plans such as VEBAs, assisted employees in adopting and administering qualified retirement plans, including ESOPs, and the design and drafting of various non-qualified deferred compensation arrangements.