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<br />MICHAEL W. COOPET, ESQ.
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<br />3585 Lexington A venue N " Suite #155
<br />Arden Hills, MN 55126
<br />Tel. (651) 628-9600 Fax: (651) 4113-1583
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<br />.UCATlON,
<br />BOSTON UNIVERSITY SCHOOL OF LAW; Boston, MA.
<br />Master of Laws (LL.M.) in Taxation; May, 1983.
<br />Class Rank: Top 10%
<br />Honors: Boston University Jownal QfTax Law.
<br />Publications: "State TaxaJion oflnt4ngible Income: Problems W"1Ih The
<br />Unitary Thl!Ory As Currently Applied"; Spring, 1984 Edition, Boston University Journal of Tax Law.
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<br />HAMLlNE UNIVERSITY SCHOOL OF LAW; St. Paul, MN.
<br />Juris Doctor; May, 1982.
<br />Honors.: Hamline Law Review; Dean's List.
<br />Activities: President, Phi Alpha Delta Law Fraternity; Academic Affairs Committee Member.
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<br />HAMLlNE UNIVERSITY; SI. Pau~ MN.
<br />Bachelor of Arts; May, 1979.
<br />Major: Business. Economics.
<br />Honors: Dean's Lbt.
<br />Activities: N.c.A.A. Di"ision n Hockey
<br />A"iation ~ Student Pilot Rating
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<br />LEGAL & FINACIAL SERVICES EXPERIENCE
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<br />Law Office of Michael W. CooDet. Esa.. Leaal & Financial Services; Arden Hills, MN. April, 1990 - Present.
<br />Serving individuals and small to medium sized businesses in all aspects of wealth accumulation and preservation.
<br />Individual emphasis on tax and estate planning, retirement and medical assistance planning through use of wills, trusts,
<br />and life insurancel annuities and other .nnancialj investment and legal vehicles. Corporate emphasis on maximization of
<br />owner/employee nonqualified retirement income, utilizing split-dollar life, annuities, etc., and other perquisite planning.
<br />Advising on business succession through Ubuy~sell" arrangements (funded with life insurance), stock purchase plans, etc.
<br />Also, miscellaneous corporate tax matters and individual estate planning issues attendant to employee benefit plans and
<br />funding vehicle (e.g., group annuities, etc.). Initial design and qualification of qualified retirement plans; fiduciary
<br />concerns; IRS and DOL audits; QDR01s; funding issues; and, taxation of distnbutions. Also counseling clients on various
<br />other legal matters (e.g., probate, Section 1244 stock; software license agreementsi personal injury matters; real estate,
<br />employment, etc.).
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<br />Law Firm of Ferrari. Alvarez. Olsen & Ottoboni; San Jose, CA. January, 1988 - April, 1990.
<br />ERISAlCORPORATEffAX ATTORNEY. Counseling small to medium sized business entities and professional
<br />corporations on all tax aspects of design and administration of qualified retirement plans. Also, estate planning issues
<br />attendant to employee benefits plans, fiduciary issues; acquisitions/ divestitures; taxation of distributions and private letter
<br />rulings. Also, welfare benefit plan issues and miscellaneous corporate issues ranging froin incorporations/liquidationsl
<br />redemptions and shareholder agreements, to independent contractor issues, sales taxes, banking and employment/labor
<br />law matters and exempt organizations_ Occasional guest speaker at C.P.A. and actuarial seminars on employee benefits
<br />matters.
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<br />HODkins & Carlev; San Jose, CA. March, 1986 - December, 1987.
<br />ERISA ATTORNEY. Traditional qualified retirement plan practice emphasizing executive level client relations with
<br />start:~up Silicon Valley companies as well as medium sized, publicly traded entities and professional organizations.
<br />Extensive work in amending and restating plans for TEFRA/ DEFRA/REA as well as addressing day-to-day legal issues
<br />attendant to maintaining the qualified status of the plans.
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<br />Delloitte & Touche !Formerlv Touche Ross & Co.l; Minneapolis, MN. April, 1983 - March, 1986.
<br />ERISA ATTORNEY/CONSULTANT. Providing consultation on lhe design and drafting of defined benefit and
<br />defined contribution plans. Extensive experience working with the I.R.S. and P.B.G.C. Responsible for completing all
<br />TEFRA/DEFRA/REA compliance for the firm's clients, as well as employee communication materials and miscellaneous
<br />letter ruling requests. Editor, U.S. BENEFITS REPORT.
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<br />BAR MEMBERSHIP & SECURITIES LICENSES:
<br />Minnesota, 1982; California, 1983; District of Columbia, 1984; U.S. Tax Court, 1983.
<br />. Securities Series 6/63 and Life/ Accident/Health licensed in Minnesota; California.
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<br />OTHER EXPERIENCE:
<br />White House Advance Man (1984-1985).
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