Ken Simon practices tax and corporate law and is the Managing Partner of the Firm's Houston office. He has experience representing purchasers, sellers, issuers, and investors in connection with acquisitions, mergers, joint ventures and dispositions, and public offering and private placement of debt and equity securities. Mr. Simon focuses on the representation of entrepreneurs and private equity, and the use of limited partnerships, master limited partnerships, joint ventures, limited liability companies, and other business entities. He also represents individuals and business enterprises in federal, state, and local tax planning for a variety of complex transactions and financings. He holds leadership positions at Locke Lord and in the Houston community.
Education
- J.D., with high honors, The University of Texas School of Law, 1984
Beta Gamma Sigma
Phi Delta Phi
Order of the Coif - B.B.A., Accounting, with highest honors, The University of Texas at Austin, 1982
Bar Admissions
Admitted To Practice
Representative Experience
- Represent institutional investors, developers, sponsors, promoters and individuals in negotiating complex partnership agreements, limited liability company agreements, and shareholder and buy-sell arrangements.
- Represent investors and sponsors in negotiating governing documents and analyzing related tax issues in connection with investments in private equity funds, hedge funds and other alternative investment vehicles.
- Represent master limited partnerships in structuring, tax and partnership matters, including analysis of formation, reorganization and securities offerings issues.
- Represent employees and senior executives in structuring and implementing tax deferred compensation arrangements and other incentive compensation and equity plans.
- Serve as primary tax counsel to various types of tax exempt organizations, including large non-profit organizations.
- Represent individuals and entities in connection with federal income tax controversies with the Internal Revenue Service, including assistance at all administrative levels and in litigation.
Professional History
- Partner, Locke Lord LLP
- Managing Partner, Houston Office (2011 - Present)
- Co-Financial Partner, Locke Lord LLP (2007 - Present)
- Management Committee Member, Locke Liddell & Sapp LLP (2000 - 2007)
- Administrative Partner, Locke Liddell & Sapp LLP (1995 - 2002)
- Certified Public Accountant, State of Texas (1986)
Professional Affiliations & Achievements
- Member, State Bar of Texas
- Past Chair, Partnership and Real Estate Tax Committee
- Member, Houston Bar Association
- Board of Directors, Tax Section
- Member, American Bar Association
- Member, Committee on Partnerships, Section of Taxation
- Member, American Institute of Certified Public Accountants
- Member, Texas Society of Certified Public Accountants
Community Leadership
- Chair, Board of Directors, Make-A-Wish Foundation (2011 - Present)
- Member, Executive Committee (2010 - Present)
- Member, Board of Directors, Greater Houston Partnership
- Member, Board of Directors, Central Houston
- Member, Board of Directors, Teach for America
- Member, Board of Directors, Catch a Dream Foundation
- Member, Board of Trustees, The Kayser Foundation
- Congregation Beth Israel
- Past Member, Board of Trustees
- Chair, Leadership Development Committee (2007 - 2010)
- American Heart Association
- Past Member, Board of Directors
- Arthritis Foundation, Houston Chapter
- Past Member, Board of Directors
- Graduate of Center for Houston’s Future Leadership Forum
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