Stephen L. Ferszt

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  • Partner at Olshan Frome Wolosky LLP (88 Attorneys)
  • 1325 Avenue of the Americas, New York, NY 10019
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Attorney Awards

Biography

Stephen L. Ferszt concentrates his practice in employee benefits matters and advises clients on tax, estate and succession planning matters as part of the Tax & Personal Planning practice.

Stephen serves as the practice group leader for Employee Benefits. His practice is primarily focused on ERISA and employee benefits matters where he represents clients on the design, implementation and administration of qualified, non-qualified and welfare benefit plans, including health and life insurance benefits and cafeteria plans. He also counsels corporations and executives on executive compensation matters.

As part of his Tax & Personal Planning practice, Stephen advises clients on estate and succession planning, wealth preservation and transfers, as well as their responsibilities as estate fiduciaries.

Understanding that ERISA and tax matters are complex, he works with clients to diligently explain each aspect and distills technical regulatory procedures so that clients feel confident and empowered about their decisions.

Stephen represents clients before the Internal Revenue Service, the U.S. Department of Labor, the Pension Benefit Guaranty Corporation and various state agencies. He advises boards of directors, companies and plan fiduciaries on a wide range of plan administration matters, including voluntary compliance initiatives with the IRS, the U.S. Department of the Treasury and the DOL, where he has obtained numerous correction resolutions for his clients. He counsels clients on welfare benefits, including health and life insurance as well as cafeteria plans. He also assists clients in securing private letter rulings from the IRS.

Having served as Chairman of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT), he provided the IRS with direct input on the development and implementation of IRS policy. The ACT was established to provide advice to the IRS Commissioner on a wide range of tax administration matters relating to employee retirement plans, tax-exempt organizations, tax-exempt bonds and federal, state, local taxation and Indian tribal government issues.

Stephen is a frequent speaker at industry conferences and events covering a broad spectrum of topics of interest to attorneys, accountants, third-party administrators and other pension and tax professionals.

Stephen lectures for the New Jersey Institute of Continuing Legal Education, the New Jersey State Bar Association and other associations, covering a broad spectrum of topics of interest to attorneys, accountants, third-party administrators and other pension and tax professionals.

Prior to joining Olshan, Stephen was a partner and Chair of both the Employee Benefits and Executive Compensation and the Trusts and Estates practices at Tarter Krinsky & Drogin LLP.

Honors

•Chair, Advisory Committee on Tax Exempt and Government Entities (ACT) of the Internal Revenue Service
•Employee Benefits in Estate Planning Committee of the American College of Trust and Estate Counsel (ACTEC)
•Stephen has been selected by his peers for inclusion in The Best Lawyers in America in the fields of Employee Benefits (ERISA) Law Trusts and Estates from 2007-2019
•New York magazine’s “Top Lawyers”, Employee Benefits and Trusts and Estates Law
•Stephen has been consistently named to the New York Super Lawyers list, a Thomson Reuters lawyer rating service, for 2009, 2013-2018
•Martindale-Hubbell AV ( Preeminent ) rated by his peers
•New Jersey Super Lawyers

News, Events & Publications

Media Mentions/News

•Kenneth Silverman Handles Acquisition of CEI Equipment Company for Alleghany Capital Subsidiary Kentucky Trailer
December 21, 2018

•Olshan Assists Client Brean Capital, LLC, with Strategic Investment by Hunt Capital Holdings
November 9, 2018

•Olshan Again Recognized as “Best Law Firm” by U.S. News-Best Lawyers for Securities/Capital Markets, Real Estate, Advertising, Trusts & Estates and Employee Benefits
November 1, 2018

•Olshan Represents George Feldenkreis in Perry Ellis Acquisition
October 23, 2018

•Thirty-Seven Olshan Lawyers Selected by Super Lawyers 2018
September 19, 2018

•Firm Client IZEA, Inc. Completes M&A and Public Offering Transactions
August 24, 2018

•Six Olshan Attorneys Selected to The Best Lawyers in America 2019
August 15, 2018

•Olshan Client Steel Partners Holdings L.P. Announces Five-Year, $600 Million Revolving Credit Agreement with PNC Capital Markets LLC
November 17, 2017

•Olshan Recognized as “Best Law Firm” by U.S. News-Best Lawyers for Securities, Real Estate, Advertising, Employment, Trusts & Estates and Employee Benefits
November 1, 2017

•Thirty-Nine Olshan Lawyers Selected by Super Lawyers 2017
September 20, 2017

•Olshan Represents Torchy’s Tacos in Significant Minority Private Equity Investment by General Atlantic
August 15, 2017

•Five Olshan Attorneys Selected to The Best Lawyers in America 2018
August 15, 2017

•Olshan Represents Caymus Equity Partners in Acquisition and Financing of Controlling Interest in Excel Orthopedic Rehab
December 7, 2016

•Olshan Client Landry's, Inc. Acquires B.R. Guest Restaurants
December 5, 2016

•Olshan Recognized as “Best Law Firm” in New York and Nationally for Securities/Capital Markets, Real Estate, Advertising, and Employment Law by U.S. News-Best Lawyers
November 1, 2016

•Silverman Handles Acquisition of Manufacturer for Bourn & Koch
October 7, 2016

•Forty Olshan Lawyers Selected by Super Lawyers
September 21, 2016

•Six Olshan Attorneys Selected to The Best Lawyers in America 2017
August 15, 2016

Articles & Alerts

•CLIENT ALERT: IRS Announces 2019 Changes to the 401(k) Plans’ Hardship Distribution Rules and the New Cost of Living Adjustments
December 2018

•CLIENT ALERT: Section 162(m) Guidance Clarifies Executive Compensation Limitations, with Caution to Corporations
September 18, 2018

•CLIENT ALERT: Companies Should Consider Making Additional Defined Benefit Plan Contributions for 2017 to Maximize Tax Benefits
May 2, 2018

•CLIENT ALERT: Federal Tax Reform Contains Significant Changes to Treatment of Compensation and Employee Benefits
January 12, 2018

Press Releases

•Olshan Recognized as “Best Law Firm” by U.S. News-Best Lawyers for Securities/Capital Markets, Real Estate, Advertising, Trusts & Estates and Employee Benefits
November 1, 2018
•Thirty-seven Olshan Attorneys Selected to Super Lawyers 2018
September 17, 2018
•Six Olshan Attorneys Selected to The Best Lawyers in America 2019
August 15, 2018
•Olshan Recognized as “Best Law Firm” by U.S. News-Best Lawyers for Securities/Capital Markets, Real Estate, Advertising, Employment Law, Trusts & Estates and Employee Benefits
November 1, 2017
•Thirty-Nine Olshan Attorneys Selected to Super Lawyers 2017
September 20, 2017
•Five Olshan Attorneys Selected to The Best Lawyers in America 2018
August 15, 2017
•Olshan Recognized as “Best Law Firm” in New York and Nationally for Securities/Capital Markets, Real Estate, Advertising, and Employment Law by U.S. News-Best Lawyers
November 1, 2016
•Forty Olshan Attorneys Selected to Super Lawyers 2016
September 21, 2016
•Six Olshan Attorneys Selected to The Best Lawyers in America 2017
August 15, 2016
•Stephen L. Ferszt Joins Olshan as Partner in Employee Benefits Practice
June 1, 2016

Social Media

Advertising Law Blog

•Six Olshan Attorneys Selected to The Best Lawyers in America 2019
Steve Wolosky, Andrew B. Lustigman, Thomas D. Kearns, Eric L. Goldberg, Stephen L. Ferszt, Samuel P. Ross

Areas of Practice (3)

  • Employee Benefits
  • Tax & Personal Planning
  • Employment Practices

Education & Credentials

Contact Information:
212.451.2229  Phone
212.451.2222  Fax
www.olshanlaw.com/attorneys-Stephen-Ferszt.html
University Attended:
Boston University, B.A., 1982
Law School Attended:
Benjamin N. Cardozo School of Law, Yeshiva University, J.D., 1985
Year of First Admission:
1986
Admission:
1989, U.S. District Court, Southern District of New York; 1989, U.S. District Court, Eastern District of New York; 1986, U.S. District Court, District of New Jersey; 1986, New Jersey; 1986, New York
Memberships:

Professional & Community Affiliations

American Bar Association

American College of Trust and Estate Counsel - Employee Benefits in Estate Planning Committee

IRS Northeast Area Pension Liaison Group

Small Business Council of America - Legal Advisory Board

New Jersey State Bar Association - Past Chair of the Tax Section and of the Employee Benefits Committee

New York State Bar Association

Birth Information:
New York, N.Y., September 9, 1960
ISLN:
907452803

Peer Reviews

  • 5.0/5.0
  • High ethical standing icon
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.

*Peer Reviews provided before April 15, 2008 are not displayed.

Documents (5)

Documents by this lawyer on Martindale.com

New York, New York

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