Jeffrey S. Kahn: Lawyer with Greenberg Traurig, LLP

Jeffrey S. Kahn

Shareholder; Co-Chair, ESOP Group
Boca Raton,  FL  U.S.A.

Peer Rating
AV® Preeminent

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Practice Areas

  • Global Benefits & Compensation
  • Tax
  • ERISA Litigation
  • Tax & Business Group
  • ESOP Transactions
Contact InfoTelephone: 561.955.7635
Fax: 561.367.6235
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

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

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, The Best Lawyers in America, Tax Law, 2010-2016
•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 5

AV, 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.

Associated News & Events

Press Releases

11.06.15 Greenberg Traurig Attorney Jeffrey S. Kahn to Moderate ESOP Panel at The 2015 Annual Conference for The ESOP Association
08.25.15 19 Greenberg Traurig Boca Raton and West Palm Beach Attorneys Listed in Best Lawyers in America 2016
08.19.15 135 Greenberg Traurig Florida Attorneys Listed in Best Lawyers in America 2016
02.05.15 Greenberg Traurig Assists Charlesbank in its Acquisition of Varsity Brands
02.02.15 Greenberg Traurig Represents the Henny Penny Corporation in an Employee Stock Ownership Plan Transaction
11.19.14 Greenberg Traurig Wins Five M&A Advisor Awards
08.20.14 18 Greenberg Traurig Boca Raton and West Palm Beach Attorneys Listed in Best Lawyers In America 2015
08.19.14 128 Greenberg Traurig Florida Attorneys Listed In Best Lawyers In America 2015
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

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


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

Articles, Publications, & Lectures


•Quoted, Probate & Pumpernickel: Lunch & Learn Sessions Serve as Legacy for Friend of the University, Current magazine, Fall 2015
•Author, Legal Update for July 2015, ESOP Report, The ESOP Association, July 2015
•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, ALM Daily Business Review (reprinted in ALM Corporate Counsel magazine), 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 Deal magazine, June 24, 2011
•ESOP Association Legal Update, August 2010
•Co-Author, Employee Stock Ownership Plans for Subchapter S Corporations, Florida Bar Tax Section Bulletin, February 2006
•Author, Year-End Retirement Planning under the Pension Protection Act of 2006


•Author, Employee Benefit Plans, ERISA and Insurance Agents, 150 page chapter in Responsibilities 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 (Also at West Palm Beach Office)

Reported CasesSignificant Representations: Company counsel to 2014 ESOP transaction for Henny Penny corporation.; Company counsel to 2014 ESOP transaction for HealthCare Appraisers, Inc.; Company counsel to 2013 ESOP transaction for the Vertex Companies, Inc.; Company counsel in sale of $230M of Martin Resource Management Corporation capital stock to a newly formed ESOP and for stage two ESOP transaction in 2014.; 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.

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Office Information

Jeffrey S. Kahn

5100 Town Center Circle, Suite 400
Boca RatonFL 33486


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