Member

Andrew R. Jacobs

Andy Jacobs is a Member of the firm and concentrates his practice in the areas of employee benefits, executive compensation, tax exempt nonprofit organizations, and securities law. While he practices out of the firm’s Lexington office, he works with clients in all Stites & Harbison offices. His practice includes: 1) assisting clients in the design, drafting and operation of qualified retirement plans, ESOPs, 403(b) plans, 457 plans, nonqualified deferred compensation plans, health and welfare plans, and cafeteria plans; 2) litigating ERISA based claims; 3) the design of equity based compensation plans for key employees such as options and restricted stock; 4) advising clients regarding employee benefits issues in the merger and acquisition context; 5) drafting and designing executive and physician employment contracts; 6) advising tax exempt nonprofit organizations on corporate structure and compliance; 7) advising clients regarding Kentucky state sponsored governmental pension plans; and 8) securities law aspects of compensation plans.

Recent Assignments

Assisted client in voluntary withdrawal from the Kentucky Employees Retirement System.

Obtained dismissal of ERISA claims in federal court.

Represented company in the design and formation of an ESOP.

Performed due diligence and negotiated employee benefits related provisions in a stock acquisition and drafted executive employment agreements.

Advised employer concerning compliance with Affordable Care Act employer mandate provisions.

Bar Admissions

Georgia

Kentucky

Firm Leadership

Business & Finance Service Group, Lexington Office Leader

Retirement Plan Committee, Chair

Audit Letter Response Committee, Member

Memberships

American Bar Association

Lexington Employee Benefits Council

Kentucky Bar Association

Georgia Bar Association

Community Involvement

Kentucky Bar Association, Chairman, Investment Committee

Kentucky Horse Park Foundation, Vice Chairman

International Museum of the Horse, Director

Lexington Employee Benefits Council, former President

Education

LL.M., Taxation,

1993

Emory University School of Law

J.D.,

1986

Emory University School of Law

B.A., Economics and Political Science,

1983

Vanderbilt University

More Than Stites & Harbison

Andy has served as President of the Lexington Employee Benefits Council. He currently serves as the Vice Chairman of the Kentucky Horse Park Foundation and on the board of directors of the International Museum of the Horse at the Kentucky Horse Park. Andy enjoys golf and running.

Accolades

Martindale-Hubbell® AV-Preeminent® Peer Review Rated

Best Lawyers in America®, Corporate Law (2016-25)