Publication

Offit Kurman Attorney Theodore Stein to Present at Bootcamp for Business Owners

 

Washington D.C. | July 8, 2019 Offit Kurman Labor and Employment attorney, Theodore Stein, will present at Merrill Lynch Wealth Management’s Bootcamp for Business Owners, a three-hour seminar focusing on critical consequences, from emotional to financial, involved in the sale of a company. Mr. Stein will discuss:

 

  • Getting documents in order, including reviewing (or obtaining) shareholder or operating agreements, employment agreements with key employees, employee handbook and employee benefit plan documents and procedures;
  • Reviewing personal estate considerations to minimize tax consequences of an impending liquidity event, maintain control and get sufficient income on which to live while passing new fortune to heirs and favorite charities;
  • Considering how to structure the sale to maximum advantage.

 

Wednesday, July 10, 2019
7:30am – 11:00am

The Tower Club
8000 Towers Crescent Drive,
17th Floor
Tysons, VA 22182

RSVP to: juergensengroup@ml.com

 

Click here to learn more about Theodore Stein. Contact: 240.507.1725 or tstein@offitkurman.com

 

ABOUT THEODORE P. STEIN

tstein@offitkurman.com | 240.507.1725

Theodore P. Stein is an attorney based in Bethesda with more than 30 years of experience who counsels employers, their plans and plan trustees on how to comply with ERISA and the ACA and employment law and how to minimize the risk of ERISA and employment law claims.  He also represents them when litigation is threatened or filed.  He is the Chair of the ERISA/Employee Benefits Practice and a Principal in the firm’s Labor and Employment Practice Group.

 

 

 

 

 

 

 

ABOUT OFFIT KURMAN

Offit Kurman is one of the fastest-growing, full-service law firms in the mid-Atlantic region. With over 185 attorneys offering a comprehensive range of services in virtually every legal category, the firm is well positioned to meet the needs of dynamic businesses and the people who own and operate them. Our twelve offices serve individual and corporate clients along the I95 corridor in the Virginia, Washington, DC, Maryland, Delaware, Pennsylvania, New Jersey, and New York City regions. At Offit Kurman, we are our clients’ most trusted legal advisors, professionals who help maximize and protect business value and personal wealth. In every interaction, we consistently maintain our clients’ confidence by remaining focused on furthering their objectives and achieving their goals in an efficient manner. Trust, knowledge, confidence—in a partner, that’s perfect.

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