Dan Sherman

portrait Dan Sherman

Practice Areas

  • Executive compensation design and documentation
  • Deferred Compensation
  • Split-dollar life insurance
  • Compensation tax and regulatory compliance

Education

  • J.D. Uni­ver­sity of St. Thomas School of Law
  • B.A. Eco­nom­ics, Uni­ver­sity of Minnesota

Hi, I’m Dan. I draft benefit plans.

I primarily work on loan regime split dollar agreements and non-qualified deferred compensation plans: evaluating design details, ensuring regulatory compliance, and gauging tax implications.

I also consult on reporting compensation to federal agencies such as the IRS and NCUA, and reviewing the data they publish.

Articles
  • CA&NV CUL | Four Common Documentation Issues August 01, 2013
  • CU Business | Best Executive Compensation Practices February 14, 2013
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PO Box 447, Maple Plain, MN 55359