My Why

What powers my practice

As I contemplated possible careers, I looked for something in law that was intellectually stimulating and rewarding and which focused on analysis and client counseling. My practice has pulled me into court numerous times, with many cases before the U.S. Court of Appeals. I enjoy exploring the evolution of the legal areas in which I practice and understanding how courts and agencies interpret the rules as they apply to various circumstances. This enables me to counsel clients effectively and offer a distinct advantage in specialized matters. For over 25 years, I’ve shared my interest in following various trends in benefits court cases (as well as my own litigation experience) by presenting the annual “Employee Benefits Litigation Update” for the Milwaukee Bar Association. My goal has always been to provide exemplary client service through deep legal knowledge and strong advocacy.

Overview

A persuasive advocate, Charlie vigorously defends employers and benefit plans in courts and other forums. He excels at assessing and fixing problems that arise with employee benefit programs and providing a strategically driven approach to benefits compliance and risk management planning.

As exclusive employee benefits counsel to many nationwide employers, Charlie’s practice focus extends to:

  • Advising and defending employers regarding multiemployer pension plan claims, including withdrawal liability and contribution claims
  • Providing consultation and advice to employers pertaining to benefits issues associated with collective bargaining, insurance practices, employer policies, and applicable laws
  • Assisting employers and health plan sponsors in resolving problems concerning self-funded health plans
  • Advising employers and health plans sponsors of options for mitigating risk concerning high health claims
  • Advising clients with respect to multiple employer welfare arrangements (MEWAs) and Department of Labor Form M-1
  • Litigating and favorably resolving large retiree health class actions, including arguments before the U.S. Court of Appeals
  • Representing numerous employers in state and federal courts, courts of appeals, and other forums
  • Assisting employers with legal issues associated with establishing on-site clinics and wellness programs
  • Counseling on Affordable Care Act (ACA) compliance and strategic planning, particularly with respect to contingent workers
  • Providing analysis and advice to employers concerning new employee benefit legislation and regulations
  • Advising and defending employers on Americans with Disabilities Act and Family and Medical Leave Act matters.

Experience

Solutions in action

  • Providing a health plan redraft and strategic planning advice to a manufacturing client who sought an affordable solution that did not require payment of ACA penalties.
  • Representing a large dairy cooperative client in challenging a large assessment of multiemployer withdrawal liability through arbitration. Charlie obtained a very favorable settlement for his client.
  • Identifying and recommending strategies to address multiemployer withdrawal liability risks. Through Charlie’s advice, a client was able to modify certain employment structures to avoid a substantial liability assessment.
  • Successfully advising a private equity client whose purchase of an electrical contracting firm was threatened by obligations associated with union pension liabilities that would have transferred to the buyer.
  • Assisting a consortium of six Wisconsin technical colleges in creating a self-funded multiple employer health plan. As a result, Wisconsin statues were changed to permit joint self-funding of health coverage for technical colleges.

Credentials

  • Marquette University Law School, Juris Doctor (J.D.), 1981
  • University of Wisconsin - Madison, Bachelor of Business Administration (B.B.A.), 1977

  • Wisconsin
  • United States Supreme Court
  • United States Court of Appeals, Seventh Circuit
  • United States District Court, Eastern District of Wisconsin
  • United States District Court, Western District of Wisconsin

  • The Midwest’s Best Lawyers©, Employee Benefits (ERISA) Law, 2021
  • Leading Employee Benefits & Compensation Lawyer, Chambers USA, 2005–present
  • Best Lawyers®, Employee Benefits (ERISA) Law, 2005–present
  • Selected to Employee Benefits, Employment & Labor Super Lawyers, Super Lawyers®, 2005-2009, 2013-2016

Engagement

  • Member, Milwaukee Bar Association and Past Chairman of its Employee Benefits Section (provides its annual ERISA Litigation Update)
  • Member, American Bar Association, and the Employee Benefits Committee of its Labor and Employment Section
  • Member, State Bar of Wisconsin
  • Yellow Belt Certified, Legal Lean Sigma
  • Member, Wisconsin Manufacturers & Commerce Health Care Committee
  • Member, U.S. Chamber of Commerce Employee Benefits Committee
  • Past President, Greater Milwaukee Employee Benefits Council
  • Former member of Board of Directors, Wellness Council of Wisconsin

  • Past President, St. Thomas More Lawyers Society of Wisconsin