Corporate and Tax Practice

Merger and Acquisition 
The corporate and tax practice group has significant experience in merger and acquisition transactions involving both public and private companies, including banks and bank holding companies, electric utilities, health care providers and food product businesses. The firm has advised boards of directors of publicly held companies in hostile and negotiated transactions and tender offers, and counsels directors and partners in matters of fiduciary responsibility. 

Securities Regulation 
This practice group has advised public and private companies as corporate and securities counsel in all matters involving securities regulation, including private placements of debt and equity, and public offerings of securities underwritten by major investment bankers in the United States. 

Tax Planning 
The group's tax attorneys have served as lead counsel for public and private companies in complex tax-planning matters involving stock redemptions, holding companies, corporate liquidations, personal holding companies, limited liability companies, employee benefit plans, tax rulings, general and limited partnerships and family limited partnerships. 

Executive Compensation/Employee Pension 
Our corporate and tax practice group includes experienced tax lawyers who concentrate on the ERISA area and related aspects of executive compensation and employee pension and welfare benefit planning, including the design and administration of qualified and nonqualified retirement plans, employee benefit plan claims, and Department of Labor regulation.

A.J. HERBERT, III

A.J. Herbert III chairs the Insurance Regulatory Services, Managed Health Care Industry Services – Transactional and Regulatory, and Corporate Law practice groups at Taggart Morton, L.L.C. Mr. Herbert has been involved in the representation of insurers, financial institutions, and health care industry stakeholders for over 20 years, in both Louisiana and Texas. He is experienced in a wide variety of the issues affecting these industries, including formations; dissolutions; mergers and acquisitions; the regulatory approval processes for all facets of company licensing; Form A-D filings; agent, producer and broker licensing issues; examination issues; corporate law and governance issues; compliance; fraud and abuse; MNRO and TPA licensing; holding company regulation; and “best practices” compliance. He is knowledgeable of regulatory issues affecting these industries on both the federal and state level, including Medicare, Medicare Advantage, Medicaid, and Medicaid managed care, as well as self-insurance issues. He has drafted numerous contracts for use in the banking, insurance, and healthcare fields, including provider agreements, management services agreements, and ancillary services agreements. He has published several articles on financial institution law, and given numerous lectures relating to insurance regulation, including to the Conference of Certified Fraud Examiners, on his experiences relating to insurance fraud matters while serving as outside counsel to the Louisiana Department of Insurance.

Mr. Herbert is also experienced in general corporate and business law matters, and as such, has counseled clients with respect to choice of business entity; formation; dissolution; corporate governance issues; and the negotiation of employment agreements; confidentiality and non-disclosure agreements; buy-sell agreements; shareholder agreements; bylaws and operating agreements; and corporate succession planning. He has given several lectures on fiduciary duty issues for directors and officers.
 

Contact:    

    
A.J. Herbert, III
Corporate and Tax Practice Chair
(504) 599-8514
E-mail:  aherbert@taggartmorton.com

Jennifer Warden Herbert
(504) 599-8503
E-mail:  jherbert@taggartmorton.com