Theodore   Stein
Principal

Contact

Phone: 240.507.1725
Fax: 240.507.1735
Mailing: 4800 Montgomery Lane ,
9th Floor , Bethesda , MD   20814
Linkedin: Theodore Stein

"My goal is to get and keep employers, and their qualified plans, out of trouble as promptly and efficiently as possible."

– Theodore P. Stein

PRACTICE FOCUS

Theodore P. Stein’s practice focuses on the defense of fiduciaries in a variety of contexts: In the employee benefits field, he defends employers who serve as Plan Administrators, individual Trustees of employer-sponsored pension and welfare plans and service providers of group benefit plans.  Mr. Stein assists businesses, non-profits and their sponsored pension and health/welfare plans with compliance issues and litigation problems arising under ERISA, the federal regulatory statute for group benefit plans.

In the estates and trusts field, he defends Personal Representatives and Trustees of estates and trusts from claims alleging breach of fiduciary duty and other wrongful conduct. His areas of expertise in this field include:

  • Estates and Trusts Planning
  • Estates and Trusts Administration
  • Estates and Trusts Litigation

In a career that spans more than 30 years, Mr. Stein has won a reputation as one of the top trial lawyers in Maryland and the Washington, D.C. area.  When litigation is threatened or filed, he defends with creative litigation strategies and a sensitivity to a client’s objectives.

Mr. Stein chairs Offit Kurman’s ERISA/Employee Benefits Law Practice and is a Principal in the Labor and Employment Law Group.

Mr. Stein’s background shows a commitment to excellence: After achieving Honors with High Distinction at the University of Michigan, where he completed his B.A. degree, he ranked third in his class at The Catholic University Law School. There he served as Comment Editor of the Law Review before graduating with a Juris Doctor Degree.

Today, he writes a legal blog, Ted’s Tips, on cutting edge topics of interest to benefit plan administrators, plan sponsors, trustees, and plan advisors.  His blog posts also discuss key areas of interest to executors of estates and trusts in Maryland, D.C. and Virginia, and in the employment law arena to employers in all three jurisdictions.

With his vast litigation and mediation experience, Mr. Stein has won recognition from clients and peers alike. He is a former member of two leading regional firms, and has earned Martindale-Hubbell’s coveted AV Preeminent and highest numerical ratings. His reputation as an accomplished advisor, negotiator, and trial attorney makes him an ideal match for one of the region’s most trusted and dynamic law firms.

PUBLICATIONS

SPEAKING ENGAGEMENTS

  • Sexual Harassment Prevention & Remediation Workshop (Mar. 2018)
  • Anti-Sexual Harassment Seminars at Quadrangle Management (Jan. 2018)
  • Anti-Sexual Harassment Webinars (Dec. 2017 & Jan. 2018)
  • Anti-Discrimination and Anti-Harassment Seminars at REGENXBIO, Inc. (Oct. 2017)

RECENT U.S. DISTRICT COURT DECISIONS

AWARDS

Practice Areas

Additional Practice Areas

  • Fiduciary Defense

Education & Admissions

  •  J.D., Catholic University, Comment Editor, Law Review
  •  B.A., University of Michigan, Honors, High Distinction
  • Maryland
  • District of Columbia

Activities

  • General Counsel – Garden of Remembrance Memorial Park, Clarksburg MD
  • Contributing Author - ABA Employee Benefits Law Supplements
  • Member - Washington, D.C. Estate Planning Council
  • Legal Blog, Ted's Tips

Videos

Posts

"New Pension Plan Arrangements for Small Businesses"

Under a new rule proposed by the U.S. Department of Labor, small employers who do not currently offer retirement plans…

"Construction Industry Alert: Avoiding Paid Sick Leave Claims"

Employers involved in construction projects in Maryland and the District of Columbia have a new challenge: complying with state laws…

"Relaxing The Rules For Hardship Withdrawals From Qualified Pension Plans"

On February 9, 2018, the Bipartisan Budget Act of 2018 was enacted by Congress and signed into law.  The Budget…

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