WILLIAM E. (BILL) MASON
Phone: (865) 546-7311
Fax: (865) 524-1773
practices with a team of lawyers in two areas: ERISA/pensions & employee benefits; and technology transfer & commercialization.
Pension & Employee Benefits
Bill Mason provides legal advice and assistance with the design, documentation, administration, audit, litigation, termination and qualification of all employee health and welfare and pension plans for both public and private employers and retirement boards consisting of management and employee representatives. He counsels with Plan fiduciaries on ERISA and state law obligations, 401(k), Cafeteria (125), ESOPs, Profit-Sharing, Defined Benefit Pension, 403(b) (tax sheltered annuity), nonqualified deferred compensation (NQDC) (including 457 and 409A), supplemental executive retirement (SERP), stock options and stock appreciation rights, health, life insurance, disability insurance, auto leasing, and day care assistance plans. The Firm sponsors various volume submitter or prototype retirement plans. Mr. Mason represents clients before various agencies involved in employee benefit regulation, including the IRS and its Employee Plans Compliance Resolution System, Department of Labor and PBGC. He also deals with COBRA, Immigration and Naturalization Service compliance, EEO compliance planning, Davis Bacon and Service Contract Acts, Fair Labor Standards Act (FLSA) compliance and audit, employee handbooks, employee terminations, layoffs, and disciplinary action, and all aspects of the employer-employee relationship. He represents clients on open government, public records and sunshine meeting laws.
Technology Transfer & Commercialization
Mr. Mason provides legal services addressing intellectual property licenses and options, material transfer agreements, inter-institutional agreements, non-disclosure agreements, technology demonstration project agreements and management, operating and grant agreements, and research funding and agreements. He assists with the organization, maintenance, reorganization, redemptions, and liquidation of business entities, corporations, and partnerships arising out of technology transactions. Additionally, he works on the organization and application to the IRS for 501(c)(3) tax exempt determinations related to technology transfer. He has extensive experience in demonstration of energy technology including solar energy, conservation, and switch grass cellulosic biorefining of ethanol.
Bill Mason has practiced law for more than 40 years. He worked for the Tennessee Valley Authority from 1974-1986, Wagner Myers & Sanger PC, from 1986-1988, and William E. Mason PC, from 1988-2009. He joined Kennerly Montgomery in 2009. He is a Certified Employee Benefit Specialist, 1993, and Fellow, by examination, 1994 and 1995. He is a frequent speaker at regional professional meetings and writes on pension and employee benefits topics. Mr. Mason serves on the Board of Directors for the Legacy Park Foundation and the Education Subcommittee for the United Way of Greater Knoxville. He is the past Chair of the Hillcrest Healthcare Board of Directors. In 2016, Mr. Mason was appointed by the US Treasury Department to a three-year term as the IRS Taxpayer Advocacy Panel (TAP) representative for Tennessee.
Areas of Practice
Pension and Employee Benefits
Business and Corporate Law
Local Government and Public Utilities
Churches, Nonprofit, and Tax-Exempt Organizations
Harvard Law School – J.D., 1974
University of Illinois – B.S., 1970
Tennessee – April 27, 1974
U.S. District Court, Eastern District of Tennessee – November 6th, 1990
U.S. Supreme Court – September 3rd, 2004
U.S. District Court, Middle District of Tennessee – May 17th, 2010
Tennessee Bar Association
Knoxville Bar Association
American Bar Association
Publications and Articles
Leave Policy Review: Coronavirus (COVID-19)
Tax Reform through Tax Simplification
| KMF Newsletter: Winter 2017
IRS Taxpayer Advocacy Panel Seeks Suggestions on Improving Forms and Publications
| KMF Newsletter: Spring 2017
IRS Taxpayer Bill of Rights; Taxpayer Advocacy
| KMF Newsletter: Summer 2016
The Fiduciary Exception to the Attorney-Client Privilege: Who is the Client in the Administration of ERISA Benefits?
| Paradigm: Winter 2014
Agricultural Contract Clauses for Supplying Energy Crops to the Biofuels Industry: Part II
| Paradigm: Fall 2013
Agricultural Contract Clauses for Supplying Energy Crops to the Biofuels Industry
| Paradigm: Winter 2013
Curbing Employee Benefit Costs
| DICTA: May 2011