WE THINK YOU’LL LOVE WORKING WITH US. HERE’S WHY.
Steven R. Gerlach Steven R. Gerlach

Steven R. Gerlach


Shareholder

Meet Steve, Affordable Care Act pro and musician.

Steven R. Gerlach

CONTACT
sgerlach@bernsteinshur.com

207 228-7128 direct
207 774-1200 main
207 774-1127 facsimile

100 Middle Street
PO Box 9729
Portland, ME 04104-5029

Additional Focus
ERISA/Employee Benefits
Executive Compensation

PRACTICES & INDUSTRIES SERVED Business
Health Care
Labor & Employment
Tax
AWARDS
  • Named in Chambers USA, Best Lawyers in America, and Super Lawyers
PRESS & PUBLICATIONS

Here’s why you’ll enjoy working with him.

The regional go-to on the ins and outs of the Affordable Care Act, Steve is a tax attorney who specializes in employee benefits, executive compensation, and the Employee Retirement Income Security Act (ERISA). He works with employers of all stripes—including health care entities, businesses, nonprofits, and individuals—on ERISA requirements and liabilities, as well as the tax and ERISA implications of mergers and acquisitions.

Before becoming a lawyer, Steve worked a number of different jobs, which gives him firsthand insight into a range of industries and helps him think more broadly about clients’ issues. Whether he’s focusing on compensation work, Affordable Care Act compliance, employer-sponsored savings vehicles, or anything else, Steve is thoughtful, perceptive, and determined to find business-savvy solutions.

But that’s not all. Steve is also very experienced in:

  • The effects of health care reform on health plans, employee benefits, and the bottom line
  • Counseling employers on flexible benefit plans, deferred compensation arrangements, split-dollar arrangements, health and life insurance plans, and stock-related compensation arrangements
  • Advising employee benefits brokers on compliance issues affecting their businesses and their clients.

In his former life, Steve was:

  • A financial planner with American Express
  • A research coordinator for the Anesthesia Department at Maine Medical Center
  • Manager of a chain restaurant

When Steve isn’t working, he is…

Singing classical counterpoint with the Portland-based group Renaissance Voices.

Background

Education
LLM, Boston University, 2009
JD, University of Maine School of Law, 2006, cum laude
Articles editor, Maine Law Review
BA, Psychology, University of Rochester, 1983

Admitted to practice
State of Maine
United States Tax Court

Memberships

Maine Employee Benefits Council
Maine State Bar Association
American Bar Association
Renaissance Voices (Past President)