Home > Massachusetts Lawyers > Boston, MA Lawyers > Stephen P. Wilkes at The Wagner Law Group A Professional Corporation

Stephen P. Wilkes, Partner Attorney
Employee Benefits & Executive Compensation, Financial Services ERISA, Investment Management, Tax, Employee Benefits, Investments, Securi...
Phone:415-625-0002
Web:www.wagnerlawgroup.com
Address: 99 Summer Street, 13th Floor, Boston, MA 02110
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Law Firm:The Wagner Law Group A Professional Corporation
Lawyer:Stephen P. Wilkes
Phone:415-625-0002
Fax:(415) 358-8300
Lawyer Title:Partner
Practice Areas:Employee Benefits & Executive Compensation, Financial Services ERISA, Investment Management, Tax, Employee Benefits, Investments, Securities, Taxation
Bio: Stephen P. Wilkes is an associate in the firm's Employee Benefits & Executive Compensation Practice Group. Stephen has gained broad experience representing clients on matters involving employee benefits, taxation and securities law, from both a regulatory and transactional perspective, for over 30 years. Stephen's practice today focuses mostly on investment management issues faced by the law firm's clients, where ERISA and related securities, corporate, or banking laws intersect with regard to the creation and delivery of financial products and services. This involves fiduciary and disclosure rules; compensation and fee arrangements; revenue sharing programs; broker-dealer, investment adviser, and service provider agreements; structuring or distribution of retirement plan investments in mutual funds, ETF's, collective funds, private equity funds, hedge funds; monitoring of proposed legislation and regulations, and regulatory compliance with agencies such as the SEC, DOL, IRS, FINRA and OCC. Clients include plan sponsors, plan consultants, broker dealers, investment advisers, financial consultants, service providers, trust companies, banks, and private funds. Publications and Speaking Engagements Stephen has had numerous speaking engagements over the years before organizations such as the American Bar Association, New York City Bar Association, Texas Bar Association, CPA Society of NYC, Financial Analysts Society, Merrill Lynch San Francisco Roundtable, Goldman Sach
Admitted:1980, Massachusetts; 1984, New York; 1985, Texas; 2010, California; U.S. District Court, Southern District of Texas; U.S. Court of Claims; U.S. Tax Court;
College:
Law School:
Membership:
Web:www.wagnerlawgroup.com
Languages:English

Lawyer Stephen P. Wilkes, graduated from , is now employed by The Wagner Law Group A Professional Corporation at 99 Summer Street, 13th Floor Boston, MA 02110.Stephen P. Wilkes is one of the more than one million lawyers in United States. Before choosing Stephen P. Wilkes as your lawyer, you should consider whether Stephen P. Wilkes offers free consultation, (if not) how much the initial interview costs, if there is any hidden attorney fees, what's the fee schedule, whether he or she has good community reputation and is able to provide a list of good references. You can also contact the Board of Professional Responsibility of the state bar, to find out if Stephen P. Wilkes has ever been placed under any disciplinary actions. Please be aware that, though Stephen P. Wilkes's office is located at Boston, MA, he or she might belong to the bar association of other states.

You should also ask how long the lawyer has been in practice, how much experience he or she has in cases like yours, and more importantly, the outcomes of those cases! Focus of the lawyer's practice and years of experience are also very important factors in your evaluation process. The more focused the lawyer's practice areas, the better service he or she could provide. So do not make decisions solely on one or two factors. Only hire lawyers you feel comfortable with as they will represent you and your interests, and you will be sharing private details about your life with them.

Stephen P. Wilkes has been admitted in 1980, Massachusetts; 1984, New York; 1985, Texas; 2010, California; U.S. District Court, Southern District of Texas; U.S. Court of Claims; U.S. Tax Court;. His or her practice areas include Employee Benefits & Executive Compensation, Financial Services ERISA, Investment Management, Tax, Employee Benefits, Investments, Securities, Taxation.

Stephen P. Wilkes's college and law school education includes , . Other biographical background includes Stephen P. Wilkes is an associate in the firm's Employee Benefits & Executive Compensation Practice Group. Stephen has gained broad experience representing clients on matters involving employee benefits, taxation and securities law, from both a regulatory and transactional perspective, for over 30 years. Stephen's practice today focuses mostly on investment management issues faced by the law firm's clients, where ERISA and related securities, corporate, or banking laws intersect with regard to the creation and delivery of financial products and services. This involves fiduciary and disclosure rules; compensation and fee arrangements; revenue sharing programs; broker-dealer, investment adviser, and service provider agreements; structuring or distribution of retirement plan investments in mutual funds, ETF's, collective funds, private equity funds, hedge funds; monitoring of proposed legislation and regulations, and regulatory compliance with agencies such as the SEC, DOL, IRS, FINRA and OCC. Clients include plan sponsors, plan consultants, broker dealers, investment advisers, financial consultants, service providers, trust companies, banks, and private funds. Publications and Speaking Engagements Stephen has had numerous speaking engagements over the years before organizations such as the American Bar Association, New York City Bar Association, Texas Bar Association, CPA Society of NYC, Financial Analysts Society, Merrill Lynch San Francisco Roundtable, Goldman Sach. You should contact other lawyers and law firms nearby before choosing your legal representatives.

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