William J.
Walderman
Of Counsel

202.383.0243

Bill Walderman counsels insurance companies on the taxation of insurance companies and their products. He works on the tax-compliant design and administration of life insurance and annuity products on behalf of insurers, other financial service providers and corporate purchasers; the remediation of non-tax compliant insurance products; and tax reserving and other insurance company tax issues.

Bill represents clients seeking private letter rulings and compliance waivers before the Internal Revenue Service (IRS) on insurance tax issues and also works on a number of tax controversy and litigation matters involving insurance issues.

In addition, Bill advises clients on the Employee Retirement Income Security Act (ERISA), specifically fiduciary issues under Title I. His ERISA work includes representing clients before the U.S. Department of Labor in prohibited transaction exemption and advisory opinion proceedings and in enforcement matters. He regularly advises clients on ERISA fiduciary issues arising in connection with securitizations and privately offered funds.

Before joining the firm in 1988, Bill spent nearly 14 years with the Office of the Solicitor for the U.S. Department of Labor, where he was involved in nearly all aspects of the department’s ERISA program.

Education
  • LL.M., Taxation, Georgetown University Law Center
  • J.D., cum laude, University of Wisconsin Law School
  • A.B., magna cum laude, Harvard College
Bar Admissions
  • District of Columbia
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Sutherland Asbill & Brennan LLP is an international law firm helping the Fortune 100, industry leaders, sector innovators and business entrepreneurs solve their biggest challenges and reach their business goals. Dedicated to unfaltering excellence in client service, we are known for our business savvy and industry intelligence, providing creative and custom solutions for each of our clients. Industry and business experience makes the difference for our clients.

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