A primary focus of Steve’s practice is untangling the complex web of unclaimed property and escheat issues for clients. Complicated unclaimed property laws exist in every state and underpin an important state regulatory function, but the associated liabilities can also significantly impact a company’s bottom line. In solving unclaimed property puzzles, Steve is dedicated to explaining arcane laws and regulations in plain English and earning his clients’ trust by solving problems and addressing their specific concerns.
Steve has helped business and government clients navigate the intricacies of abandoned property matters in all states and reporting jurisdictions. He has successfully resolved hundreds of unclaimed property audits and voluntary disclosures across diverse industries. Steve has also consulted on unclaimed property in mergers and acquisitions, contract negotiations, and internal compliance procedures. His work has spanned the e-commerce, fintech, healthcare, manufacturing, oil and gas, retail, and securities industries.
Steve's practice involves representing large corporations, state agencies, trade organizations, startups, non-profits, and small businesses in various corporate and government services matters. Steve’s professional experience also includes experience leading an unclaimed property audit firm, a Delaware judicial clerkship, an internship with a U.S. District Court Judge, and time spent as a body man for a U.S. Senator.
Professional and Community Involvement
Unclaimed Property Professionals Organization
National Association of State Treasurers (NAST)
Delaware Administrative Law Improvement Task Force
Delaware State Bar Association
