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Brad Oxford

Member
Office

San Antonio

2301 Broadway Street
San Antonio, TX 78215
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Fax: 210.258.2756
Education
J.D., Dedman School of Law, Southern Methodist University, Dallas, Texas, 1984
B.A., Stanford University, Stanford, California, 1980
State Bar Licenses
Texas
Court Admissions
U.S. Tax Court
U.S. Court of Appeals, District of Columbia Circuit
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Brad Oxford

Member

Brad Oxford is a tax attorney who practices in the areas of employee benefit law, executive compensation, estate planning, and probate.

Brad has extensive experience advising private, public, and tax-exempt clients on retirement plan, welfare benefit plan, and executive compensation matters, including plan design and implementation, administration, compliance requirements under ERISA with the IRS and Department of Labor, fiduciary duty issues, voluntary corrections, audits, and mergers and acquisitions. He assists clients regularly with regard to 401(k) plans, defined benefit pension plans, 403(b) and 457 plans, and ESOPs.

In the welfare benefit plan area, Brad has advised clients on COBRA, HIPAA, cafeteria plans, occupational injury plans, and health care reform. His work in the executive compensation area includes the design, drafting, and provision of tax advice regarding bonus plans, incentive and nonqualified stock option plans, deferred compensation plans, and severance plans.

Brad also has extensive experience in the estate planning and probate area preparing and providing counsel on wills and trusts, family limited partnerships, gift and generation skipping tax planning, estate and gift tax returns, tax planning for retirement plan and IRA distributions, marital property agreements, buy sell agreements, and estate administration matters.

Brad is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

EXPERIENCE

  • Acted as primary counsel for major tax-exempt biomedical institution with regard to employee benefit plan matters.
  • Acted as primary counsel for manufacturing company with respect to employee benefit plan matters.
  • Acted as primary counsel for publicly-traded bank on all employee benefit plan matters.
  • Acted as primary counsel for publicly-traded retail store in connection with all employee benefit plan matters.
  • Acted as primary counsel on all employee benefit matters for publicly-traded manufacturer of health care devices.
  • Advised corporation engaged in educational research with respect to S corporation ESOP.
  • Represented University in connection with employee benefit plan matters.
  • Represented University with respect to employee benefit matters. Advised with respect to 403(b) plan.
  • Represented husband and wife in connection with estate planning matters.
  • Represented husband and wife with respect to estate planning matters.
  • Represented large tax-exempt health care provider in connection with employee benefit plan issues.
  • Represented individual client and siblings as beneficiaries of mother's estate, getting executor to close estate which had been open for over 10 years.
  • Represented former chief accountant of Fortune 500 company with respect to deferred compensation benefits payable by company following termination of employment.
  • Acted as co-counsel in an acquisition by means of a tender offer and follow on short-form merger pursuant to Delaware law with a transaction value of approximately $1.7 billion.
  • Acted as primary outside counsel for publicly-traded insurance company on employee benefit plan matters.
  • Represented large tax-exempt medical research institution on employee benefit matters in connection with acquisition by university.
  • Represented surviving spouse as executor of wife's estate.
  • Represented executor of estate in connection with estate matter which lasted over 10 years due to litigation among and between decedent's children.
  • Represented client in connection with buy sell agreement.
  • Represented client in connection with pre-marital agreement.

PRESENTATIONS

  • Is my plan ready for a Department of Labor (DOL) audit? Retirement Plan Fiduciary Luncheon (August 2018)
  • Private Investment IRAs: The Good, The Bad, and The Dangerous, Strasburger's Tax Symposium (November 2017)
  • Deferred and Equity Compensation for Key Employees, ESOPs and More, Entrepreneurs' Organization (December 2016)
  • Social Security Benefits from a Financial Planning Perspective, plus DOL's New Fiduciary Advisor Rules, Strasburger's Tax Symposium (November 2016)
  • The Affordable Care Act after King v. Burwell, Strasburger's Tax Symposium (September 2015)
  • The Impact of the Hobby Lobby, Walmart and Halbig Decisions, ABA Section of Litigation Health Law Committee Meeting (May 2015)
  • Obamacare: Employer Perspective and the Potential Impact of Upcoming Supreme Court Case on Employer Penalties, Healthcare Financial Management Association - Texas Gulf Coast Chapter Conference (February 2015)
  • Healthcare Reform/ACA Update, Texas Society for Healthcare Human Resources Administration & Education (February 2015)
  • Affordable Care Act's Implications for Part-Time Employees in Schools, Strasburger's Educator's Law Forum (September 2014)
  • Cash Balance Pension Plans - Retirement Savings on Steroids, Strasburger's Tax Symposium (August 2014)
  • Affordable Care Act Changes, Strasburger's Tax Symposium (August 2014)

PUBLICATIONS

MEDIA

Awards/Achievements
Named among the Best Lawyers in America - Employee Benefits (ERISA) Law by Best Lawyers (2007-2019)
AV Preeminent Rating, Martindale-Hubbell (1991-2017)
Named a Texas Super Lawyer in Employee Benefits by Thomson Reuters (2016-2017)
Named as a Top Rated Lawyer in Trusts and Estates, American Lawyer Media (2015)
Named as a Top Rated Lawyer in Taxation Law, American Lawyer Media (2013)
Memberships
SMU Dedman School of Law, San Antonio Alumni Chapter (2016-2017), Host Committee Member