Carly E. Grey counsels employers on employee benefit and executive compensation matters. She advises on qualified and nonqualified retirement plans, health and welfare plans, and executive compensation arrangements. She also counsels clients on the legal issues arising under ERISA, the Internal Revenue Code, the Affordable Care Act, HIPAA, COBRA, and securities laws. In addition to helping employers resolve day-to-day compliance issues, Carly advises on complex employee benefits and executive compensation matters.
Carly negotiates and drafts service provider agreements for health and retirement plans. She also develops compliance programs and resources for employers, preparing government filings when appropriate. When designing and amending benefit plans and employee communications, she uses a holistic approach.
Carly uses her comprehensive knowledge of employee benefits when advising on corporate transactions and structuring executive compensation arrangements. She also prepares change of control calculations for assessing potential excise tax liability under US Internal Revenue Code Section 280G and for securities disclosure purposes. In addition, Carly prepares securities filings for public companies.
Carly regularly volunteers with the D.C. Bar Community Economic Development Project and the D.C. Bar Probate Resource Center.
Education
The George Washington University Law School, 2007, J.D., With Honors
John Carroll University, 2004, B.S., Cum Laude
Admissions
District of Columbia
Awards and Affiliations
Member, District of Columbia Bar Association, Section of Taxation
Member, American Bar Association, Section of Taxation
