Trevor Kline represents public and private financial institutions as a member of the firm’s Executive Compensation, Employee Benefits and Taxation Group. Mr. Kline has experience designing tax qualified and non-qualified arrangements, as well as employment, change in control, and retention agreements. He routinely advises the management teams of community banks on benefits-related tax issues, including on Sections 280G, 409A, 162(m) and 457(f). He also has extensive experience with benefits-related reporting to the SEC, IRS, and FDIC, and he advises financial institutions and their holding companies on benefits issues connected to mergers and acquisitions.
Practice Areas:
Representative Transactions:
- Monroe Federal Savings and Loan Association, Tipp City, OH, in its conversion from the mutual to stock form of organization and related $5.3 million stock offering.
- OneAZ Credit Union, Phoenix, AZ, in its acquisition of 1st Bank Yuma.
- Harborstone Credit Union, Lakewood, WA, in its acquisition of SaviBank and its parent holding company, Savi Financial Corporation, Inc.
- U.S. Eagle Federal Credit Union, Albuquerque, NM, in its acquisition of Southwest Capital Bank.
- Wisconsin Mutual Bancorp, MHC, Kaukauna, WI, in its conversion from the mutual holding company to the stock holding company form of organization and related $7.5 million public offering.
- Guilford Savings Bank, Guilford, CT, in its merger with Eastern Connecticut Savings Bank.