Sharon A. McAuliffe

Sharon is a member of the firm and serves as Chair of the Employee Benefits/ERISA Practice Group. Her practice areas include employee benefits, mergers and acquisitions, trusts and estates, and the division of retirement assets through qualified domestic relations orders (QDROs).

Experience

Sharon’s experience includes advising clients with regard to the establishment, administration, and termination of qualified retirement plans, cafeteria plans, and other fringe benefit plans, and representing clients in connection with Internal Revenue Service, Pension Benefit and Guaranty Corporation, and Department of Labor matters.  She has also acted as co-counsel on ERISA litigation matters.

Estate planning

Sharon assists clients in all aspects of the estate planning process.  She has extensive experience in the planning and preparation of wills and trusts.  In addition, she assists clients in property transfers, changes in beneficiary designations, and estate administration.

Background

Prior to obtaining her law degree, Sharon was the Director of Employee Benefits for Green & Seifter, Certified Public Accountants, PLLC, where she supervised all aspects of plan compliance and annual administration for over 250 employee benefit plans, including cafeteria plans, defined benefit plans, defined contribution plans, 401(k) plans and employee stock ownership plans (ESOPs). Previously, Sharon has been an instructor in the Certified Employee Benefits Specialist Program sponsored by the Wharton School of Business and International Foundation of Employee Benefits.  She is also a frequent lecturer for the local bar associations.

Affiliations

• New York State Bar Association
• Onondaga County Bar Association
• Central New York Women’s Bar Association

Community Involvement

• Visiting Lecturer, Syracuse University College of Law – Pension and Employee Benefits Law
• Loretto Independent Living Services, Inc (PACE CNY), Past Member Board of Trustees
• St. Joseph’s Hospital Health Center – Past Member Board of Trustees
• New York Employee Benefits Conference, Past Director

Presentations And Seminars

• May 2016    
  Understanding State and Federal Retirement Plans in Matrimonial Disputes – NYSBA (Albany/Westchester)
• October 2015    
  Advanced Topics Involving Retirement Accounts, QDROs, Federal Statues and Employee Plans – American Association of Matrimonial Attorneys
• June 2015      
  Retirement, Annuity & Life Insurance Benefit Planning – NYSBA
• June 2015
  Negotiation Regarding QDROs-DROs – CNY Collaborative Family Law Professionals
• May 2015  
  Helping Your Clients with Retirement Plan Compliance CE – Society for Financial Services Professionals – CNY Chapter
• March 2015
  Negotiating and Preparation of QDROs/DROs CLE – Oneida County Bar Association

Education

J.D., Syracuse University College of Law, 1992
M.P.A. Maxwell School of Syracuse University, 1979
B.A., University of Notre Dame, 1974

Admissions

New York

Sharon A. McAuliffe

smcauliffe@bhlawpllc.com

315-701-6315

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