Jeffrey S. Kahn - Greenberg Traurig LLP

Jeffrey S. Kahn

Listed in Best Lawyers since 2010
Phone: 561-955-7635

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.

Case Western Reserve UniversityBA 1973Hofstra University School of LawJ.D. 1976
Professional Advisory Committee for Palm Beach County for the United States Holocaust Memorial MuseumAmerican Society of Pension Professionals & Actuaries (ASPPA)National Center for Employee OwnershipThe ESOP AssociationAnnual Employee Benefits Conference, Boca Raton, FLTaxation Section, Committee on Employee Benefits, New York State Bar AssociationEmployee Benefits Committee, South Palm Beach County Bar Association

Case History

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

Other Court Admissions
  • U.S. District Court for the Eastern District of New York
  • U.S. District Court for the Southern District of New York
Significant Representations

  • Company 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.
Part 2
  • 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.

Office Location

5100 Town Center Circle, Suite 400
Boca Raton, FL 33486
United States

Practice Areas

Tax Law