Stuart Bumpas focuses on employee benefits, tax, and nonprofit organizations. A former Assistant to the Commissioner of the Internal Revenue Service, he has substantial experience designing and implementing tax-qualified retirement plans, representing clients before the Internal Revenue Service and the U.S. Department of Labor, and designing and implementing employee stock ownership plans, including related loan transactions. He also works on executive compensation, stock option plans, golden parachute arrangements, welfare benefit plans, and COBRA and VEBA issues. In one case, he represented a large, publicly held technology company in auditing qualified plans, identifying operational errors, and submitting proposed corrections to the IRS under voluntary correction procedures.
Education
- LL.M., George Washington University Law School, 1973
- J.D., The University of Texas School of Law, 1969
- B.A., Brown University, 1966
Bar Admissions
- District of Columbia, 1972
- Texas, 1969
Representative Experience
- Represented large, publicly held retail company in designing and implementing deferred compensation agreements for top executives.
- Represented large, publicly held manufacturing company in restating qualified plans maintained by all divisions and subsidiaries.
- Represented large, publicly held tech company in auditing qualified plans, identifying operational errors and submitting proposed corrections to IRS under voluntary correction procedures.
- Represented national, high-profile nonprofit organization in merger of local affiliate in each of 50 states into national organization.
- Design and implementation of charitable foundation to coordinate charitable giving activities of publicly held electronic processing firm.
- Represented publicly held restaurant/food operation company in addressing benefits issues relating to mergers and acquisitions.
Publications & Presentations
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Speaker, Texas Non Profit Organizations Institute (U.T. Law School)
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Speaker, Texas Bankers Association
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Speaker, American Law Institute
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Speaker and Organizer (with Institute for East-West Studies) of Conference on the Use of Employee Stock Plans in East Central Europe
Articles
- Contributor, The Tax Lawyer, including "Section 4943: An Overview"
Professional History
- Partner, Locke Lord LLP
- Assistant to Commissioner of Internal Revenue Service (1973 - 1974)
- Adjunct Professor, Southern Methodist University School of Law (1977)
Professional Affiliations & Achievements
- Listed, Who’s Who in America
- Named, The Best Lawyers in America
- Employee Benefits Law
- Non-Profit Law
- Trusts and Estates
- Member, American Bar Association, Section of Taxation, Committees on Employee Benefits and Exempt Organizations
- Member, State Bar of Texas
- Former Chairman, Committee on Legal Aspects of the Arts, State Bar of Texas
- Member, Dallas Bar Association
- Member, District of Columbia Bar Association
- Fellow, Texas Bar Foundation
- Member, ESOP Association
- Named, Texas Super Lawyer, Texas Monthly Magazine
Community Leadership
- Member, Board of Trustees, Southwestern Medical Foundation
- Board of Directors, Callier Center for Communication Disorders
- Executive Committee, Meadows School of the Arts, Southern Methodist University
- Dallas Museum of Art
- Trustee
- Executive Committee
- General Counsel
- Trustee, The Lamplighter School
- Goodwill Industries
- Trustee
- Executive Committee
- Chairman of Steering Committee, Friends of Alzheimer’s Disease Center, Southwestern Medical School
- General Counsel, The Hockaday School
- General Counsel, The Dallas Foundation
- Board of Trustees, Child Care Group
- Member, Council on Foreign Relations
- Member, Dallas Committee on Foreign Relations
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