Joseph A. Hugg

Tony concentrates his practice in the tax and ERISA issues affecting real estate, private equity, venture capital and hedge funds and their investors.

He advises clients on the domestic and international tax aspects of fund formations, including choice of entity and partnership tax matters. He also assists funds in structuring portfolio investments to minimize taxes and ensure compliance with US and foreign tax laws. He advises fund general partners regarding clawback issues and management fee structuring.

In addition, Tony has substantial experience dealing with ERISA plan asset issues, including the use of plan asset exceptions such as VCOC and REOC. He has counseled investment advisers to plans and managers of plan asset funds regarding their ERISA fiduciary duties and other ERISA requirements that affect their investments and fund structures. He has advised banks, insurance companies, REITs and other institutional clients regarding ERISA compliance, with particular emphasis on prohibited transactions and related Department of Labor class exemptions such as QPAM and INHAM. He is experienced with the most recent ERISA fee disclosure requirements.

Tony also works in the area of executive compensation. He advises corporate and LLC employers about equity compensation for their employees, including stock options, profits interests and deferred compensation arrangements. He has advised employers and executives in connection with employment agreements and consulting arrangements. He has advised tax-exempt and governmental employers on the special deferred compensation and fringe benefit issues that apply to those employers.

Good to know

Areas of Practice 1) Emerging Growth and Venture Capital, 2) Private Equity, 3) Fund Formation and Investment Funds, 4) Tax, 5) Corporate and 6) Employment
Law School New York University School of Law, LL.M., 1978;, Harvard Law School, J.D., 1973
Education Georgetown University, B.A., 1968
Bar Member / Association Massachusetts State Bar Association, New York State Bar Association, Connecticut State Bar Association
Most recent firm DLA Piper
Alan Singer
Alan Singer

Alan Singer is a partner in Morgan Lewis's Securities Practice. Mr. Singer advises companies with regard to a diverse range of corporate and securities matters.

Andrew Hamilton
Andrew Hamilton

Andrew Hamilton is a partner in Morgan Lewis's Business and Finance Practice. Mr. Hamilton practices in the areas of mergers and acquisitions, private equity and venture capital, securities law, and general corporate counseling.

Barbara A. Fitzgerald
Barbara A. Fitzgerald

Ms. Fitzgerald represents employers in a wide range of industries, including the entertainment, financial services, hospitality, manufacturing, retail, and transportation industries.