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Katherine Young Biegler

Associate
AA Contact Info

Tracy Benning
Phone: 919.821.6654
tbenning@smithlaw.com

Overview

Katherine Young Biegler focuses her practice in the areas of employee benefits, compensation and estate planning. Within these areas, she provides representation with respect to retirement plans, welfare plans and equity-based compensation, as well as individual tax planning, and trusts and estates. 

Katherine’s employee benefits work includes assisting employers with the design, administration and correction of qualified retirement plans, 403(b) arrangements, nonqualified deferred compensation programs, and welfare benefit plans.  She also assists with the review of employee benefits and compensation-related issues in the transaction context and provides advice on benefits integration.  Katherine’s experience designing and drafting short and long-term incentive plans includes advising employers with respect to complex 409A issues.

In addition to her employee benefits practice, Katherine assists individual clients with estate and asset planning, focusing on practical and tax-efficient lifetime and testamentary transfers, as well as planning techniques for retirement benefits.

  • North Carolina Bar Association
  • Wake County Bar Association

Experience

Experience

  • Provided assistance to tax-exempt entities with respect to 403(b) plan compliance
  • Provided assistance with qualified plan corrections under the IRS corrections program, including making submissions under the Voluntary Correction Program and representing a qualified plan under audit with the IRS
  • Advised a major regional distributor of industrial gases on the employment law aspects of a strategic merger of equals of two similarly situated businesses
  • Provided assistance with representation before the DOL and the IRS, including with respect to annual reports and requests for determination letters
  • Provided assistance to plan administrator with respect to operation of qualified retirement plan, including assisting with appropriate application of plan's compensation definition to various payments and benefits for a global specialty pharmaceutical company
  • Provided assistance with ERISA welfare plan compliance, including establishment and maintenance of a wrap arrangement and component welfare benefit plans
  • Assisted with the design and drafting of complex long-term incentive plans, including analysis of related 409A issues
  • Represented clients with respect to asset protection and estate planning

News & Publications

Events & Webinars

Events

  • Smith Anderson’s 21st Annual Employment Law Update, Cary, N.C.
    11.2013
  • "Benefits JEOPARDY!," Smith Anderson’s 20th Annual Employment Law Update, Cary, N.C.
    11.2012
  • "Finding and Fixing Common Benefit Plan Errors," Smith Anderson’s 19th Annual Employment Law Update, Cary, N.C.
    11.2011

Bar & Court Admissions

  • North Carolina

Education

University of North Carolina School of Law, J.D., with highest honors, 2009

East Tennessee State University, B.A., English, summa cum laude, 2004

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