Stephen Jackson Partner, 稅務, Corporate Tax
Paris; New York
Paris; New York
Paris; New York
Steve is admitted in New York California, England and Wales, and Paris and his primary focus is on U.S. taxation of securitizations and re-securitizations, including collateralized debt and loan obligations, mortgage-backed securitizations, structured investment vehicles and other structured finance and financial markets transactions.
For over fifteen years, Steve has served as tax counsel to issuers and underwriters in numerous registered, agency and privately-placed CMBS and RMBS transactions (primary issuances and re-securitizations), involving performing loans and non-performing loans, as well as other mortgage-related asset classes, such as servicing advances and tax liens, and in securitizations involving other asset classes such as credit card and auto loan/lease receivables. Steve also provides tax advice in connection with whole loan purchase transactions, including leveraged and nonleveraged acquisitions, joint ventures involving mortgage assets and repo and warehouse financings for various asset classes. Steve also advises financial institutions on tax issues in connection with their role as servicer, trustee or securities administrator under various securitization programs, as well as with respect to FATCA.
Steve writes and lectures on finance and international related tax topics and also participates actively in the tax committee and other initiatives of the Structured Finance Association and other industry and bar-related organizations.
New York
With a Ph.D. in biology from MIT and the Whitehead Institute, where she was a NSF fellow, Irena represents plaintiffs and defendants in their most complex pharmaceutical and biotech patent cases. Over the last 20 years, pharmaceutical and biotechnology innovators have relied on Irena again and again for cases involving small molecules, biologics, recombinant DNA technology, gene therapy, gene editing, manufacturing processes, formulations and drug-eluting medical devices, including numerous multi-billion dollar cases involving many of the world’s best-selling drugs.
Irena has significant experience in litigation under the Hatch-Waxman Act (ANDA and 505(b)(2) actions) and the Biologics Price Competition and Innovation Act (BPCIA), as well as inter partes review (IPR) proceedings, license disputes and matters with parallel ex-U.S. litigation and proceedings in foreign patent offices. Irena also helps life sciences companies and organizations develop the law in the most important cases for the biopharma industry. She has been principal counsel on numerous amicus briefs to the United States Supreme Court and the Federal Circuit in key biopharma cases.
For plaintiffs, Irena has successfully defended generic challenges to patents protecting blockbuster medical therapies, including multi-billion dollar cancer, antiviral, diabetes and anti-psychotic drugs, including recently obtaining attorneys’ fees in a hard-fought ANDA action. She also represents innovators in biosimilar litigation from its outset, including in some of the first cases under the BPCIA involving antibodies. Irena also represents clients in innovator vs innovator disputes. For defendants, she defeated a $530 million claim of patent infringement of a competitor’s biotech patent, obtaining dismissal of all claims and discovery sanctions against the patent owner. In another high-stakes case, she obtained summary judgment of noninfringement and exclusion of plaintiff’s experts under Daubert as well as a full award of attorneys’ fees. A registered patent attorney, Irena also handles inter partes review (IPR) proceedings. For patent owners, she has obtained denial of IPR for patents protecting blockbuster drugs and has leveraged IPR for defendants to obtain freedom to operate.
Irena also coordinates U.S. proceedings with parallel ex-U.S. litigation and proceedings in foreign patent offices, recently obtaining freedom to operate for a biotech innovator’s gene therapy. She provides strategic counseling in biologics and pharmaceuticals and advises clients on their IP portfolios and transactions. Irena also represents clients in high-stakes license disputes involving biotech patents, and, in a dispute concerning the use of a recombinant protein as an enzyme replacement therapy, obtained one of the largest settlement awards over the life of the contract.
Chambers USA has recognized Irena as a leading lawyer in intellectual property, where clients have described her as “excellent,” “knowledgeable, aggressive,” “knows the science forward and backward” and “an incredibly smart lawyer.” Benchmark Litigation named her one of the “Top 250 Women in Litigation” for the last eight years and a litigation star in intellectual property. Irena was also named to the Crain’s New York Business list of “Notable Women in Law.” She is also recognized as a leading lawyer by Legal 500. Irena writes and lectures widely on biopharma patent issues and biosimilar litigation. Irena also is frequently quoted on patent-related issues, including in the Washington Post, Financial Times, Nature Biotechnology, Bloomberg and Pink Sheet.
Washington, D.C.
Chris has an active practice representing financial services entities in negotiating a wide variety of corporate transactions, including company M&A, asset purchases and critical vendor and other third-party relationships. His clients include banks, mortgage companies and servicers, marketplace and other lenders, fintech and emerging payments providers and other business entities in the financial services industry.
Chris’ M&A work emphasizes transactions that involve regulatory risks and concerns or novel structures at the forefront of industry trends. He also represents buyers and sellers of mortgage loans and other consumer lending assets, including interests such as mortgage servicing rights. He regularly negotiates many varieties of servicing and subservicing contracts.
He also advises clients on outsourcing, joint venture and bank partner agreements, particularly in the fintech and e-commerce arena, providing years of experience addressing “true lender” issues. He also advises clients on loan repurchase and indemnity matters as well as corporate governance and compliance matters.
His regulatory practice focuses on advising lenders and servicers on matters involving the Real Estate Settlement Procedures Act (RESPA), including affiliated business arrangements, portfolio retention transactions and vendor management issues.
Chris is recognized by Chambers USA for Fintech: Payments & Lending, which cited his capabilities “advising on regulatory compliance, commercial contracts matters and transactional work, with notable expertise handling M&A in the financial services sector.”
He was previously Co-Managing Partner and a member of the partner board at Buckley LLP. Before attending law school, he worked at the U.S. Department of State.
Sacramento
Justin has represented individuals, corporations and public entities in connection with civil lawsuits, government investigations, insurance conservatorships, and compliance monitorships. He has managed civil litigation matters and corporate internal investigations relating to accounting fraud, harassment, securities laws, and the Foreign Corrupt Practices Act. He has also been a member of two government-appointed SEC and DOJ Monitorships, and helped represent a medical device company under a multi-year Monitorship ultimately resulting in dismissal of the criminal Information against the company.
In October 2018, Justin represented the victim of a sexual assault in a jury trial in Yolo County Superior Court. Sitting first chair at trial, Justin obtained a unanimous verdict and full damages for this pro bono client.
Prior to attending law school, Justin served on active duty for nine years in the United States Air Force. He is currently a lieutenant colonel in the Air Force Reserve.
New York
Colby has deep experience in financial services, asset-backed security and mortgage-related litigation, and has been at the forefront of litigation arising out of the financial crisis.
Prior to joining Orrick, he was a Director and senior litigation counsel at Credit Suisse Securities (USA) LLC, where he chaired the firm's Mortgage Securities Litigation Task Force and helped direct the bank's litigation response to the mortgage crisis. He previously practiced law in the New York offices of King & Spalding and Cadwalader, Wickersham & Taft.
New York
Ian represents governmental issuers, banking institutions, and non-profit organizations across a wide range of public finance sectors. He has served as bond counsel, underwriter’s counsel, disclosure counsel or borrower’s counsel for financings on behalf of colleges and universities, public power agencies, and housing and infrastructure projects, all benefiting communities across the State of New York and around the country.
Prior to joining Orrick, Ian practiced at another nationally recognized public finance firm handling financings for single-family and multifamily housing, as well as tobacco revenue securitization.
Beijing; New York
Beijing; New York
Being recognized by Legal 500 Asia Pacific, Jeff has received clients’ praises as “an experienced lawyer, who understands the client’s business, both internally and externally", and his "understanding of the client’s business model, industry, customers and strategic objectives enables him to advise and guide clients on highly complex and sensitive matters”. Other clients comment that Jeff “develops the best strategies and solutions for clients” and “works very hard and is recognised by clients for his ability.” In addition, he is “dedicated to serving his clients and is able to leverage off the firm’s global network to provide services in specialized areas.” (Legal 500 Asia-Pacific, 2019 - 2023)
Jeff’s practice focuses on China-related inbound and outbound mergers and acquisitions and private equity transactions. He has extensive experience with share and asset acquisitions, growth capital and buyout transactions as well as tender offers, privatizations, restructurings, spin-offs, strategic alliances and joint ventures.
In addition, Jeff advises multinationals, financial institutions and private equity funds on their general corporate, capital markets and regulatory compliance matters.
Prior to joining Orrick, Jeff was a partner at the New York office of an international law firm. Earlier in his career, Jeff practiced in New York, Hong Kong, and mainland China with two major international law firms, and also served as the Head of Legal and Compliance of the U.S. operations of a leading Chinese investment bank, where he gained tremendous experience in helping Chinese clients navigate regulatory and compliance issues in the U.S.
Jeff serves on the International Advisory Board of Duke Law School, where he was also appointed as a Senior Lecturing Fellow. In his leisure time, Jeff serves on a volunteer basis as the Chief Legal Officer of The Chinese Finance Association (TCFA), a non-profit professional organization headquartered in New York with more than 7,000 members globally.