Jeffrey S. Kahn: Lawyer with Greenberg Traurig, LLP

Jeffrey S. Kahn

Co-Chair, ESOP Group
Boca Raton,  FL  U.S.A.
Phone561.955.7635

Peer Rating
 5.0/5.0
AV® Preeminent

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Practice Areas

  • Global Benefits & Compensation
  • Tax
  • Tax & Business Group
  • ESOP Transactions
 
Contact InfoTelephone: 561.955.7635
Fax: 561.367.6235
http://www.gtlaw.com/People/Jeffrey-S-Kahn
 
University University of London, 1972; Case Western Reserve University, B.A., cum laude, 1973
 
Law SchoolHofstra University School of Law, J.D., 1976
 
Admitted1977, New York; 1978, Florida; U.S. District Court for the Eastern District of New York; U.S. District Court for the Southern District of New York
 
Memberships 

Professional & Community Involvement

•The Florida Bar

•Member, Tax Section, Employee Benefits Committee

•Chair, Employee Benefits Committee, South Palm Beach County Bar Association

•Member, Taxation Section, Committee on Employee Benefits, New York State Bar Association

•Founder and Chair, Annual Employee Benefits Conference, Boca Raton, FL

•Member, The ESOP Association

•Member, National Center for Employee Ownership

•Member, American Society of Pension Professionals & Actuaries (ASPPA)

•Past President, Jewish Community Foundation of South Palm Beach County

•Chair, Professional Advisory Committee for Palm Beach County for the United States Holocaust Memorial Museum

 
BornNew York, N.Y., 1951
 
Biography

Jeffrey S. Kahn focuses his practice on employee benefits, executive compensation, and the design, implementation and operation of Employee Stock Ownership Plans (ESOPs). A frequent lecturer and author, Jeff has published articles in numerous professional and trade magazines and has lectured frequently before professional, charitable, financial, and business audiences on ERISA, ESOPs and other employee benefit subjects.

Areas of Concentration

•Design and implementation of leveraged and non-leveraged ESOPs

•Design, drafting, and administration of all forms of qualified plans

•Ongoing representation of ESOPs

•Ongoing representation of ESOP trustees and lenders

•Employee benefit aspects of mergers and acquisitions

•ERISA reporting and disclosure compliance

•Advice on fiduciary and prohibited transaction rules under ERISA

Awards & Recognition

•Listed,TheBest Lawyers in America, Tax Law, 2010-2014

•Member, Winning Team,ACG New York Champion's Award, M&A Deal of the Year (over $200mm to $500mm) for Martin Resource Management Corporation ESOP, 2013

•Listed,Legal 500 United States, 2011

•Listed, Best of the Bar,South Florida Business Journal, 2005

•Recipient, Endowment Achievement Award, Jewish Federation of South Palm Beach County, 2001

•Recipient, Endowment Achievement Award, United Jewish Communities, 2001

•Recognized as Coach of the Year, Soccer Association of Boca Raton, 1999

•Recipient, Israel Leadership Award, Israel Bonds

•Rated, AV Preeminent 5.0 out of 5AV , BV , AV Preeminent and BV Distinguished are registered certification marks of Reed Elsevier Properties Inc., used under in accordance with the Martindale-Hubbell certification procedures, standards and policies.

Articles, Publications, & Lectures

Articles

•Author, Legal Update for March 2014,ESOP Report, The ESOP Association, March 2014

•Quoted Selling Out to Your Own Workers,The Wall Street Journal, March 14, 2014

•Quoted, Online Exclusive: ESOP May Be the Best (Only) Option for Selling a Business, Financial Executive magazine, March 2013

•Co-Author, ESOPs Offer Exit Strategy Business Owners Should Consider ,ALMDaily Business Review(reprinted inALMCorporate Counselmagazine), August 2012

•ESOP Association Legal Update: Case Law Developments, June 2012

•ESOP Association Legal Update: Recent Case Law and Regulatory Developments, September 2011

•Co-Author, ESOPs' Promise,The Dealmagazine, June 24, 2011

•ESOP Association Legal Update, August 2010

•Co-Author, Employee Stock Ownership Plans for Subchapter S Corporations,Florida BarTax Section Bulletin, February 2006

•Author, Year-End Retirement Planning under the Pension Protection Act of 2006

Books

•Author, Employee Benefit Plans, ERISA and Insurance Agents, 150 page chapter inResponsibilities of Insurance Agents and Brokers, a four-volume treatise, published by Matthew Bender & Co., 1978-2002

Lectures & Media Appearances

•Chair and speaker, U.S. Holocaust Memorial Museum Seminar for Professionals, October 24, 2013

•Co-Presenter, ESOP Legislative, Regulatory & Judicial Update, ESOP Association's 36th Annual Conference, Washington, D.C., May 9, 2013

•Selling a Business To an Employee Stock Ownership Plan After the 2012 Tax Act, April 12, 2013

•U.S. Holocaust Memorial Museum Seminar for Professionals, October 18, 2012

•Transitioning Business Ownership Through an Employee Stock Ownership Plan, Comerica Bank, April 12, 2012

•ESOPS: An Innovative M&A Strategy in the Current Market, September 2010

•Selling a Business to an ESOP in a Credit Crunch, April 2010

•Fundamentals in Retirement Planning - South Palm Beach County Bar Association, January 2010

•Retirement Planning under the 2006 Pension Act

•Retirement Plan Developments Wealth & Wisdom, WXEL TV, February 2006

Associated News & Events

Press-Releases

03.06.14 Greenberg Traurig Completes Employee Stock Ownership Plan (ESOP) Transaction for The Vertex Companies, Inc.

03.03.14 Greenberg Traurig Shareholder Jeffrey S. Kahn Sponsors the United States Holocaust Museum's Luncheon

02.21.14 Greenberg Traurig Completes Employee Stock Ownership Plan Transaction for Martin Resource Management Corporation

08.15.13 12 Attorneys in West Palm Beach and 7 Attorneys in Boca Raton from Greenberg Traurig Named Among 'Best Lawyers in America' 2014

06.25.13 Greenberg Traurig Named Winner in Four Categories During Third Annual ACG New York Champion's Awards

06.14.13 Greenberg Traurig is a Finalist for ACG New York Champion's Awards for ESOP Transaction

10.19.12 Greenberg Traurig Guides Martin Resource Management Corporation in Creation of $230 Million Employee Stock Ownership Plan (ESOP)

08.13.12 Greenberg Traurig Guides Professional Services Firm Harris & Associates, Inc. in its Employee Stock Ownership Plan (ESOP) Restructuring

07.19.12 Greenberg Traurig Represents The Berger Group in $100 Million Financing and Employee Stock Ownership Plan (ESOP) Formation

04.26.12 Palm Beach County Attorney Jeffrey S. Kahn Advises Accountants and Attorneys on Employee Stock Ownership Plans

Published Articles

08.31.12 ESOPs offer exit strategy business owners should consider

06.01.12 Case Law Developments for June 2012

08.01.11 Legal Update: Recent Case Law and Regulatory Developments

Alerts

04.26.11 The GT M&A Report, Vol. 3, Ed. 1

11.01.06 Year-End Retirement Planning Under the Pension Protection Act of 2006

03.17.03 ESOPs: The Private Business Owner's Secret Planning Device

10.01.02 Year-End Retirement Planning for Business Owners, Professionals and Executives (Also at West Palm Beach Office)

 
Reported CasesCompany counsel in sale of $230M of Martin Resource Management Corporation capital stock to a newly formed ESOP.; ESOP counsel to PBSJ Corporation's $280 million sale to WS Akins PLC.; ESOP counsel to administrative agent in connection with a $47.5 million revolving and term loan facility to the family of companies comprising a major national moving and storage business to fund a 100% ESOP buyout.; Represented The Pala Group in a 100% leveraged ESOP buyout.; ERISA counsel to Nationwide Mutual Insurance Co. in its $115 million sale of The 401(k) Companies to The Charles Schwab Corporation.; Represented Thayer Capital in leveraged ESOP buyout of Naumann Hobbs, Inc., a materials handling and logistics provider.; Negotiated the Employee Benefit and Executive Compensation aspects for Isogon Corporation, a software company, as seller in its sale to IBM.; Negotiated the Employee Benefit and Executive Compensation aspects for FXM, Inc. as purchaser in its approximately $115 million acquisition of a controlling interest in the Elvis Presley estate from Priscilla and Lisa-Marie Presley.; ERISA counsel to J Manheimer Inc. in connection with its sale to Mastertaste, a division of Kerry.; ERISA counsel to Com Vest Investment Partners II LLC in its acquisition of Catalyst International, Inc. by merger of a newly formed subsidiary of Com Vest with and into Catalyst.; Negotiated the Employee Benefit and Executive Compensation aspects for Atlas Holdings, LLC as purchaser in its $35 million acquisition of a lumbermill business from Weyerhaeuser Company.
 
ISLN906058990
 


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Office Information

Jeffrey S. Kahn

5100 Town Center Circle, Suite 400
Boca RatonFL 33486




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