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Eric Robertson

I am always looking to provide clients with practical solutions to achieve the immediate goal while anticipating future needs. I work closely with clients during the drafting process to ensure the final documents address these needs. Quotation mark
Eric Robertson
Eric Robertson
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About Eric

Eric Robertson helps for profit and not-for-profit clients with a breadth of issues related to corporate formation, policies, compensation, contracts, and agreements. These include entity formation; drafting and reviewing of internal company policies, including conflict of interest, executive compensation, and internal controls policies; and reviewing, drafting, and negotiating contracts, including small- and large-scale service agreements, executive employment agreements, and purchase and sale agreements. Eric also advises clients on a wide range of corporate governance issues involving corporate actions, bylaws, operating agreements, formation documents, and shareholder agreements.

Eric has a background in employee benefits and executive compensation and has advised employers on issues related to compliance with ERISA, IRS, and DOL regulations for single and multiemployer retirement plans. In the area of executive compensation, Eric assists clients in forming multifaceted equity compensation plans and deferred compensation plans for current and incoming executives and key employees who are compliant or exempt from Internal Revenue Code Section 409A.

Representative Experience

  • Equity Incentive Plan Drafting Plus
    • Advised clients on a variety of equity compensation plans which awarded incentive stock options, nonqualified stock options, restricted stock, restricted stock units, and synthetic or phantom equity.

    • Drafted a master service agreement designed to be used when contracting with businesses nationwide to perform maintenance services on complex and technical energy equipment.

    • Drafted standalone service agreements for marketing, banking, and manufacturing industry clients.

    • Drafted a variety of agreements for executives and key employees that provide for financial or equity-deferred compensation in compliance with Code Section 409A.

Services

Education

  • J.D., Willamette University College of Law, cum laude, 2017
    • Business Editor, Willamette Law Review
    • President, Business Law Society
  • B.A., Washington State University, business finance

Bar Admissions

  • Oregon, 2017

Activities

Professional Plus
  • Oregon State Bar, member
    • Taxation Section, New Tax Lawyer Committee, secretary
  • Western Pension & Benefits Council, member
Civic Plus
  • Serendipity Center Inc., board of directors

Outside the Office

Eric spends his time outside the office attending college and professional sporting events, including the Portland Trail Blazers and Washington State Cougars, watching standup comedy at local comedy clubs, visiting state and national parks, and improving his cooking and baking skills. Eric learned to golf at a young age and still plays regularly at courses in Oregon and southern Washington.