Casey D. Knapp

Partner

Casey D. Knapp partners with complex and sophisticated clients to provide business-focused, strategic advice related to the design and implementation of competitive executive compensation and employee benefit programs.

Her clients regularly remark that they appreciate Casey’s practical, creative, and business-focused approach.

Executive Compensation

Casey’s work in the executive compensation area includes assisting clients with the design and implementation of equity incentive plans, phantom stock plans, non-qualified deferred compensation plans, and executive employment and severance agreements. She also regularly advises clients on the application of applicable tax rules, including Internal Revenue Code sections 409A and 280G.

Representative Experience: Last year, Casey counseled more than 100 privately held companies on the strategic design and implementation of their equity incentive arrangements, phantom stock plans, sophisticated bonus plans, and executive employment agreements. Most of this work has been for private equity portfolio companies in various industries.

Retirement Plans

Casey’s work with qualified retirement plans includes assisting clients with the design and implementation of 401(k) plans, profit sharing plans, and pension plans. She frequently advises clients on complex 401(k) plan issues, including advice related to implementing student loan matching contribution programs, integrating plans following a change in control transaction, addressing issues specific to private equity portfolio companies, tax consequences of contributions to and distributions from employer-sponsored retirement plans, and complying with evolving IRS and DOL regulations and correction programs.

Representative Experience: Casey provides continuing, year-after-year employee benefits support to multiple members of the Fortune 50. As part of this work, she provides ongoing weekly support to an aerospace industry client that sponsors one of the largest 401(k) plans in the United States.

Health & Welfare Plans

Casey’s work in the health and welfare space centers around addressing critical issues affecting group health and welfare benefit plans under the Affordable Care Act (ACA), the Mental Health Parity and Addiction Equity Act, HIPAA, COBRA, ERISA, and Code Sections 125 and 105(h).  Casey also advises employers on the complicated welfare plan issues that arise in the context of change in control transactions, including MEWA avoidance, successor employer issues under COBRA, and benefits transition issues.

Transactions

In addition to her traditional executive compensation and employee benefits work, Casey frequently works with members of the firm’s Transactions Practice to advise clients on the executive compensation and employee benefits issues arising in mergers and acquisitions. Casey also provides transactional support directly to clients and other law firms that are based outside of the United States or do not have robust executive compensation and employee benefits teams.

Casey is a member of the firm’s Innovative Technology and Health Care & Life Sciences Sector teams, which consist of a cross-disciplinary team of attorneys and professions focused on understanding the impact of innovative technology, including artificial intelligence, and helping clients develop legal strategies for their health care and technology businesses.

Awards and Recognition

  • Recognized in Chambers USA: America’s Leading Lawyers for Business as a leading Employee Benefits & Executive Compensation Lawyer (2023)
  • Selected by her peers for inclusion in The Best Lawyers in America© in the field of Employee Benefits (ERISA) Law (2023 and 2024)
  • Honored as one of the Milwaukee Business Journal’s 40 Under 40 Award recipients (2016)

Affiliations

  • American Bar Association
  • Wisconsin Bar Association
  • Milwaukee Bar Association

Community Involvement

  • Casey contributes significant pro bono hours each year to the Milwaukee and Wisconsin communities through her participation in the Wills for Heroes program and other pro bono opportunities.
  • Past Chairwoman of the board of directors of Centro Legal, a nonprofit legal services organization that provides important resources for families and survivors of domestic abuse in the Milwaukee Community.
22 April 2024 Deals and Wins

Foley Represents AI Pioneer Matterport in Definitive Agreement to be Acquired by CoStar Group

Foley & Lardner LLP is representing Matterport, Inc. in its proposed acquisition by CoStar Group for an estimated equity value of approximately $2.1 billion and an enterprise value of approximately $1.6 billion.
11 April 2024 Deals and Wins

Foley Represents ARCHIMED in Acquisition of Majority Stake in Innovative Skincare Company Cellese

Foley & Lardner LLP represented global private equity health care specialist ARCHIMED in its acquisition of a majority stake in Cellese, a developer of innovative topical dermo cosmetics sold under the AnteAGE brand name.
05 April 2024 Deals and Wins

Foley Represents vState Filings in Merger with Interstate Filings

Foley & Lardner LLP represented vState Filings in its merger with Interstate Filings.
13 March 2024 Deals and Wins

Foley Advises mdf commerce in Agreement to be Acquired by KKR

Foley & Lardner LLP served as U.S. legal advisor to mdf commerce, a SaaS leader in digital commerce technologies, in its definitive agreement to be acquired by funds managed by KKR.
17 January 2024 Foley Ignite

Unlocking Stock Options: Employee Loans and Considerations

When it comes to employee compensation, companies constantly explore innovative ways to align their workforce's interests with the organization's success.
10 January 2024 Deals and Wins

Foley Represents Alpha IRB in Sale to Sabai Group

Foley & Lardner LLP served as legal advisor to Alpha Independent Review Board, LLC in its sale to Sabai Group LLC.