Herbert R. Fineburg

Principal

Featured Works

Publications

Additional Publications

Speaking Engagements

  • “Simulated Legal Negotiation,” Virtual Panel Presenter, Exit Planning Exchange (XPX) Philadelphia, PA, Jan. 26, 2021
  • “A Deal Starts with One: M&A in the Life Sciences Industry,” Panel Presenter with Drucker & Scaccetti and Maryland Tech Counsel via Pyramid Club, Philadelphia, PA, Jun. 5, 2019
  • “About to be Flush: How to Play a Winning Hand,” Presenter with Morgan Stanley via Life Sciences PA, Wayne, PA, May 22, 2019
  • “The Owner’s Journey,” Panel Presenter, Bank of America via The Union League, Philadelphia, PA, Apr. 30, 2019
  • “Tax Credit Programs Benefiting Our Region’s Businesses: Tax Credit Programs and Changes Impacting Our Region’s Businesses,” Panel Presenter with Drucker & Scaccetti via The Chamber of Commerce for Greater Philadelphia, Philadelphia, PA, Sept. 8, 2016
  • “What Do You Mean My Sale Isn't 100% Cash & Carry?” Presenter, XPX-Philadelphia via Pyramid Club, Philadelphia, PA, Oct. 21, 2015
  • “The 11th Hour Estate Plan,” Presenter, XPX-Philadelphia via Pyramid Club, Philadelphia, PA, Sept. 16, 2015
  • “Innovative Use of Trusts for State Income Tax, Estate and Asset Protection Planning,” Presenter via The Bryn Mawr Trust Company seminar, Haverford, PA, May 13, 2015
  • “Business Killers,” Presenter, Vistage Group, Villanova, PA, Mar. 10, 2015
  • “Is NOW the Time? What is Your Business Actually Worth and How Much Do You Need to Retire?” Panelist along with Howard Ross of LLR Partners, Michael Mufson of Mufson Howe Hunter, Greg Aloia of Abacus Wealth Partners, and moderated by Craig Karasin of VentureScope, LLC, Philadelphia, PA, Febr. 23, 2015
  • “The Necessity of Estate Planning- Addressing the Misconception That Trusts are Complicated, at Karr Barth Associates, Inc.,” Presenter, Bala Cynwyd, PA, Dec. 5, 2014
  • “The Necessity of Estate Planning - Addressing the Misconception That Trusts are Complicated, at Karr Barth Associates, Inc.,” Presenter, First CornerStone Bank, King of Prussia, PA, Nov. 5, 2014
  • “How to Make the Most Effective Use of Family Limited Partnerships: Strategies and Pitfalls in the Current Environment,” Faculty panelist, Pennsylvania Institute of Certified Public Accountants & the Philadelphia Bar Association, 1999
  • “How to Make the Most Effective Use of Family Limited Partnerships: Strategies and Pitfalls in the Current Environment,” Faculty panelist, Pennsylvania Institute of Certified Public Accountants & the Philadelphia Bar Association (1999).
  • “Symposium on Pass-Through Entities: The Legal and Accounting Aspects,” Panel moderator, American Association of Attorney-Certified Public Accountants, 1998
  • “Estate Planning Update,” Presenter, New Jersey Society of Certified Public Accounts, 1994
  • “Estate Tax Audits,” Presenter, Pennsylvania Institute of CPAs, 1993
  • “Multi-Borrower Loan Transactions: Legal Issues and Strategies,” Presenter, Pennsylvania Bar Association
  • “Federal Estate Tax Planning,” Presenter, Mellon Bank, 1992
  • “Year End Tax Planning,” Presenter, The Wharton School Alumni, University of Pennsylvania, 1989
  • “Annual Federal Tax Conference,” Presenter, Pennsylvania Institute of CPAs, 1986 and 1987
  • “Pension, Retirement and Compensation Planning after the Tax Reform Act of 1986,” Presenter, Pennsylvania Institute of CPAs, 1987
  • “Municipal Borrowing after the Tax Reform Act of 1986,” Presenter, Mellon Bank, 1986
  • Biography
  • Publications & News
  • Blog Posts
  • Featured Works
  • Trust Us: Estate Planning Wisdom
  • Videos

Firm Highlights

  • Publications & News
    Offit Kurman Atlanta Office Recognized as Legal Food Frenzy Rookie of the Year
    Offit Kurman Atlanta Office Recognized as Legal Food Frenzy Rookie of the Year
  • Publications & News
    Karen Eng Named to Long Island Business News 40 Under Forty List
    Karen Eng Named to Long Island Business News 40 Under Forty List
  • Podcasts
    Behind the Scenes at Howard County Hospital with Kirsten Baier
    What does it take to fund the growing healthcare needs of an entire community? Kirsten Baier, Vice President of the Johns Hopkins Howard County Medical Center Foundation, joins Linda Ostovitz to discuss the critical role philanthropy plays in healthcare and why fundraising is essential to improving patient care, expanding services, and supporting hospital growth. Drawing from her experience in nonprofit development, public health, and healthcare philanthropy, Kirsten shares how donor relationships are built, how charitable investments help fund major projects, and why transparency and community engagement are key to successful fundraising. She also explains Maryland’s unique hospital reimbursement model, the challenges facing modern healthcare systems, and how community support helps bridge the gap between growing demand and available resources. Whether you are a nonprofit leader, healthcare professional, philanthropist, business executive, or community advocate, this conversation offers valuable insights into leadership, relationship building, strategic fundraising, and the lasting impact of giving back locally. Follow and subscribe to Real Talk Real Growth wherever you listen to podcasts. New episodes feature practical conversations with leaders who are creating meaningful impact in business and their communities. If this episode resonates with you, leave a five-star review and share it with someone who is passionate about leadership, healthcare, or community engagement.
  • Blog Posts
    What Dolly Can Teach Us About Caring for the Caregiver
    What Dolly Can Teach Us About Caring for the Caregiver
  • Events
    MACFO's Inside Successful CEO & CFO Partnerships
    Please join us on September 18 for an event that’s sure to be a home run! ***We will lead off by interviewing our Spotlight Speaker Series guest, Baltimore Orioles CFO, Darline Llamas Llopis.*** After, we will ask ourselves, what separates great companies from good ones? We believe that more often than not, it is the strength of the partnership between the CEO and CFO that matters, so we are bringing you three CEO/CFO leadership teams to learn from. The Associated: Jewish Federation of Baltimore – Andrew Cushnir and Sam Klein Canusa Paper & Packaging – Mike Walter and Vince Salamone Secom, LLC – Toni Toomey and Mourad Awad Join us for an exclusive executive briefing – three tandem presentations followed by a panel discussion - featuring CEOs and CFOs from different but leading organizations as they share candid insights into building trust, navigating difficult decisions, driving strategic growth, and leading through today's business challenges. You'll hear firsthand how these executive teams navigate conflict, align on priorities, and build high-performing organizations. Whether you're a CFO, controller, finance executive, or an aspiring business leader, you'll leave with practical ideas and fresh perspectives you can apply immediately. Meet Our Speakers: Darline Llamas Llopis • Orioles  Chief Financial Officer Darline Llamas Llopis is in her second season with the Orioles as Chief Financial Officer (CFO). Prior to joining the Orioles, Llamas Llopis spent four seasons with the Miami Dolphins, Hard Rock Stadium, and the F1 Miami Grand Prix as Vice President of Finance and Retail. In this capacity, she managed the finance, accounting, payroll, account payables, procurement and merchandise operations for the team and race. She also previously served for four years as the Director of Finance and Controller at the Los Angeles Rams. Llamas Llopis started her career in public accounting with Ernst & Young and PricewaterhouseCoopers as a member of the Commercial Real Estate practice.  Llamas Llopis completed her MBA at UCLA Anderson School of Management and received her Master of Accountancy from the University of Southern California (USC) where she also graduated cum laude with an undergraduate degree in business. She is a member of the American Institute of Certified Public Accountants (CPA) and is an active CPA. She resides in Baltimore with her husband, Devin, and their son, Santiago. Andrew Cushnir • The Associated: Jewish Federation of Baltimore   President & Chief Executive Officer Andrew Cushnir is the President and Chief Executive Officer of The Associated, having started in the role in May 2024. He is the eighth person to serve in this role since The Associated’s founding over 100 years ago. Andrew brings a wealth of experience and a profound dedication to strengthening and enriching the Jewish community. His journey within the Jewish Federation system began as a passionate lay leader and volunteer before he transitioned into serving as a professional. He worked for the Jewish Federation of Los Angeles for twenty years, including in the roles of Chief Planning and Program Officer and Chief Development Officer. During this time, Andrew played a crucial role in reshaping the allocation process and fostering a culture of collaboration and partnership and he also led all annual, project, and emergency fundraising, as well as planned giving efforts. As a member of the Federation’s executive team, he also addressed complex community and organizational issues. Andrew and his wife Sharon Spira-Cushnir, a seasoned nonprofit human services executive, are the proud parents of two children in their early 20s. Sam Klein • The Associated: Jewish Federation of Baltimore  Chief Financial Officer Sam Klein is a seasoned nonprofit finance executive with nearly two decades of experience leading financial strategy, operations, budgeting, and organizational transformation for mission-driven institutions. As Chief Financial Officer of The Associated: Jewish Federation of Baltimore, he oversees the organization's financial operations, investment stewardship, budgeting processes, risk management, and long-term financial planning, helping advance the Federation's mission of strengthening and supporting Jewish life in Baltimore, Israel, and around the world. Throughout his career, Sam has been recognized for his ability to align financial stewardship with organizational mission, drive process improvements, implement technology solutions, and build high-performing teams. His expertise includes nonprofit finance, strategic planning, budgeting and forecasting, investment oversight, financial reporting, compliance, operational excellence, and organizational growth. Sam earned a Master of Business Administration in Finance from the Johns Hopkins Carey Business School and a Bachelor of Science in Finance and Marketing from Syracuse University. Mike Walter • Canusa's Paper & Packaging Chief Executive Officer As Chief Executive Officer of Canusa Paper & Packaging (CPP), Mike Walter leads one of the world's leading independent international brokerages of containerboard and packaging papers. Mike recently celebrated his 20th anniversary with Canusa and has overseen a doubling of the business in the past five years. Mike’s first role at Canusa was an intern before moving into a risk management role. Progressive promotions over the years led Mike to serve as Canusa's Chief Operating Officer and General Counsel, as well as General Counsel for its affiliate, Canusa Hershman before becoming the CPP CEO on January 1st, 2025. Mike graduated with a B.S. in Commerce & Engineering from Drexel University before earning his J.D. at the University of Baltimore’s School of Law. Vince Salamone • Canusa's Paper & Packaging Chief Financial Officer Vince Salamone serves as Chief Financial Officer of Canusa Paper & Packaging, overseeing the company's global financial strategy and overall operations, risk management, and other shared services. Since joining Canusa in 2018, Vince has advanced from Corporate Controller to CFO. Prior to Canusa, Vince held senior accounting and financial reporting roles at modular space leader Algeco Scotsman and supply chain real estate operator Realterm, bringing extensive expertise in finance and corporate accounting. He began his career with Deloitte, providing assurance services to clients in aerospace and defense, software, and manufacturing throughout the Mid-Atlantic. Vince attended the University of Maryland and Towson University, earning his B.S. in Accounting in 2012 and his CPA license in 2014. Toni Toomey • Secom, LLC Chief Executive Officer As Chief Executive Officer of Secom, LLC, Toni Toomey leads the company's external vision, culture, and strategic growth. A Howard County native, Toni brings an entrepreneurial spirit and a people-first philosophy to one of Maryland's leading commercial security firms — championing internal promotion and a culture of integrity. Toni serves on the Board of Directors for Maryland Tech Council, the Howard County Chamber, as well as the Steering Committee for the Maryland Rural Tech Network. Mourad Awad • Secom, LLC Chief Financial Officer As Chief Financial Officer of Secom, LLC, Mourad Awad architects the company’s financial strategy, performance, and value creation. A leader, by example, Mourad believes in empowering people and fostering communication. With 20+ years of leadership across private equity, federal contracting, construction, and infrastructure services, Mourad brings a strategic approach to partnering with Toni – CEO to turn vision into precision execution, delivering exceptional value to Secom customers and sustainable growth for SECOM.  Thank You to Our Sponsors
  • Podcasts
    Mastering General Counsel Partnerships for Legal Success
    In this Litigator’s Lounge episode, Anders Sleight and Niall McMillan discuss the role of a company’s general counsel (GC) and how GC works with outside litigators. They explain that GCs handle internal corporate matters, manage multiple legal issues, and often retain outside counsel for litigation while serving as the main point of contact. Niall emphasizes that effective representation requires understanding of the GC’s priorities. They also cover best practices for scoping a matter, discussing goals and budget, and providing honest, solution-oriented advice to clients.
  • Publications & News
    Offit Kurman's Megan Moghtaderi Recognized Among Daily Journal's 2026 Top Estate & Wealth Management Lawyers
    Offit Kurman's Megan Moghtaderi Recognized Among Daily Journal's 2026 Top Estate & Wealth Management Lawyers
  • Publications & News
    Offit Kurman Announces Addition of Four Attorneys
    Offit Kurman Announces Addition of Four Attorneys
  • Blog Posts
    Before You File in Tax Court: Should Your Client Take the IRS to a Jury?
    Before You File in Tax Court: Should Your Client Take the IRS to a Jury?
  • Events
    The NIL Educational Workshop
    The NIL Educational Workshop