Jeffrey S. Kahn

Jeffrey S. Kahn

Shareholder

Jeffrey S. Kahn is Co-Chair of the firm’s ESOP Group and 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.

Concentrations

  • 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
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Capabilities

Experience

  • 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.

Recognition & Leadership

  • Listed, The Best Lawyers in America, Tax Law, 2010-2017
  • 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®, AV Preeminent®, Martindale-Hubbell DistinguishedSM and Martindale-Hubbell NotableSM are certification marks used under license in accordance with the Martindale-Hubbell® certification procedures, standards and policies.

  • 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

Credentials

Education
  • NYU School of Law, Graduate Tax Program
  • J.D., Hofstra University School of Law
  • B.A., cum laude, Case Western Reserve University
  • University of London
Clerkships
  • Justice Bertram Harnett, Supreme Court of the State of New York
Admissions
  • Florida
  • New York
  • U.S. District Court for the Eastern District of New York
  • U.S. District Court for the Southern District of New York