Representative Experience

  • Representation of individuals, small, medium, mid-cap and large corporations in corporate, financing transactions, contracts, management of intellectual property matters, and consulting on all types of business and commercial transactions 
  • Representation of financial institutions on loan documentation, problem credits, collection matters and bank regulatory issues 
  • Experienced in obtaining certificates of authority, licenses and registrations in all U.S. jurisdictions for insurance and reinsurance companies, surplus lines insurers, captive insurers, risk retention and risk purchasing groups, self-insured retention programs, producers, agents and brokers, third party administrators, utilization review companies and claims adjusters, reinsurance intermediaries, and preferred provider networks 
  • Experienced in insurance company system regulatory compliance, mergers, acquisitions and change of control, annual registration statements, affiliate transactions and material transaction notifications
  • Regularly provides counsel to producers, agents and brokers, reinsurance intermediaries, third party administrators, claims adjusters and others with regard to producer and insurance services, regulatory matters and implementation of compliance programs 
  • Representation regarding drafting of agreements with producers, administrative service providers and reinsurance intermediaries, regulation of reinsurance arrangements, credit for reinsurance and commutations and assumptions reinsurance, cancellation and non-renewal issues, claims compliance, bank insurance sales programs and privacy regulations 
  • Management of commercial litigation in the insurance and health care fields including termination of MGA and MGU agreements, joint ventures and other business relationships, copyright infringement, fraudulent conveyances, breach of contract, complex class action suits, non-competition agreements, corporate governance control matters, agreements with health care providers and third party administrators, workers compensation rating, retro adjustments and plan litigation  
  • Experienced in managing litigation with respect to large self-insured retention claims and disputes including multi-million dollar litigation involving a professional employment organization on a self-insurance program for workers compensation claims and bad faith 
  • Extensive experience with regard to insurance company/agency impairment and insolvency, issues with guaranty funds, financial examinations and investigations, market conduct examinations, supervision, receivership and liquidation matters, serving as special counsel for the runoff of three major property and casualty insurance companies 
  • ERISA counseling, disability, medical claim and benefits litigation, fiduciary litigation and stop loss recoveries and TPA, agent, broker liability 
  • Extensive experience in hearings before the Office Of Administrative Hearings, administrative hearings and appearances before Texas Department of Insurance and assisting in matters before commissioners or superintendents regarding regulatory issues across the country 
  • Management of intellectual property matters and assisting with intellectual property in the insurance and health care industries for a variety of clients, patent infringement, non-competition, covenant litigation 
  • Representation of seller in an asset sale involving sale of personal goodwill, substantial corporate organization and tax issues of a large financial services company
  • Representation of a major insurance company with regard to an ERISA employee benefit welfare plan successfully defending the litigation in Federal District Court, the United States Court of Appeals for the Fifth Circuit and filed brief on petition for writ of certiorari to the Supreme Court of the United States
  • Representation of the reorganization and sale of a large Texas manufacturing company to a publicly held German company