Ellen Stone advises clients on issues involving statutory, regulatory, fiduciary, administrative, and operational issues related to qualified retirement plans, tax-sheltered annuities, nonqualified deferred compensation, and welfare benefit plans. Her practice focuses on ERISA and Estate Planning.
Ellen has extensive experience in representing clients during audits of employee plans by the Internal Revenue Service, the U.S. Department of Labor, and the Pension Benefit Guaranty Corporation. She has also drafted plan amendments for qualified and nonqualified retirement plans, prepared private letter ruling requests involving failed individual retirement account (IRA) rollovers, and participated as a court-appointed fiduciary to administer trusts holding life insurance policies.
Her extensive ERISA and Estate Planning experience has included addressing issues on an international level. She has worked with institutions such as KPMG LLP by providing home and host country ERISA, employee benefits and tax compliance advice resulting from a mobile workforce for short-term business travelers to the United States, expatriates and foreign nationals.
Prior to joining The Wagner Law Group, Ellen served an attorney for Phillips Electronics North America Corporation and for The Derby Company. In addition, she founded her own law firm, where she created a tax practice concentrating in employee benefits and estate planning.
Ellen is very involved in her community of Sherborn, Massachusetts. Since 2010, she has served as a trustee of the Sawin Trust and was once a member of the Personnel Board for the town.