Linda’s practice includes drafting trust documents, including trust agreements, plans, amendments, COBRA notices, notices and communications to plan participants, and summary plan descriptions. She performs research on legal issues in employee benefits law and tax law and drafts legal research memorandums to Board of Trustees and trust advisors. Linda coordinates with other trust advisors on all trust issues with legal implications and attends Board of Trustee meetings to report legal developments and guide trustees on legal issues. Her clients include active medical plans, multiple employer plans, single employer plans, governmental plans, and retiree medical plans. Linda also performs research and prepares requests to the IRS for private letter ruling, responds to legal questions from trust advisors and trustees between trust meetings and reviews and negotiates contracts from trust service providers.
Prior to joining The Wagner Law Group, Linda worked as an attorney at several law firms on securities class action lawsuits and civil litigation in employment, labor and first amendment law. She also taught classes in Business Law and Employment Law as an adjunct professor at Coastal Carolina Community College. Linda served as a Law Clerk, US District Court for Southern District of California and the U.S. Court of Appeal for the Seventh Circuit.