Gregg K. Stepan - Managing Member
Overview:
Gregg K. Stepan is a founding attorney of Stepan, Lewis & Paxman, LC. Mr. Stepan focuses his practice on business transactions and estate planning. Mr. Stepan represents small and medium sized business clients
that are starting a business, seeking financing and investors, selling a business or assets, buying a business or assets, merging with another business, engaging in real estate transactions, entering into various types of contractual obligations and engaging in other
transactions and agreements. Mr. Stepan represents individuals who are in need of a will, a trust, and/or estate planning advice. Mr. Stepan also represents athletes who need assistance with contract review and negotiation, endorsement matters, and other legal needs.
Prior to joining his practice with Mr. Lewis and Mr. Paxman, Gregg founded his own law firm in Sandy City, Utah, The Law Office of Gregg K. Stepan, LLC. Prior to starting his own firm, Mr. Stepan practiced for four years as an associate attorney in the Washington, D.C. office of Duane Morris LLP, an international
law firm with more than 500 total attorneys. Mr. Stepan was a member of the corporate practice group at Duane Morris LLP, counseling clients in
connection with mergers and acquisitions, securities and debt offerings, corporate governance issues, and general business transactions. Gregg also advised clients
regarding energy, banking and international trade regulatory matters.
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Professional Experience:
Stepan, Lewis & Paxman, LC, Sandy, Utah, Managing Member, Founder & Attorney, April 2005 to present.
The Law Office of Gregg K. Stepan, LLC, Sandy, Utah, Founder & Attorney, August 2003 to April 2005.
Duane Morris LLP, Washington, D.C., Associate Attorney, August 1999 to August 2003.
U.S. Department of State, Office of the Legal Adviser, L/CID, Washington, D.C., Law Clerk, December 1997 to May 1999
District of Columbia Superior Court, Judge Steffen Graae, Judicial Intern, Summer 1997.
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Education:
The George Washington University Law School, Washington, D.C.,
Juris Doctor, May 1999.
Research Editor, The George Washington University Journal of
International Law and Economics.
Member, Moot Court Board.
Brigham Young University, Provo, Utah,
Bachelor of Arts, International Relations, August 1995.
Cum Laude and Phi Kappa Phi
Board of Trustees Scholarship
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Professional Affiliations:
Utah State Bar: Business Law, International Law and Probate / Estate Planning Sections
District of Columbia Bar
Sports Lawyers Association
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Interests:
Gregg K. Stepan enjoys competitive cycling, snow skiing, golfing and web site development. Gregg is also a licensed cycling coach.
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Selected Representatations:
Represented dozens of businesses in connection with the drafting of numerous agreements related to the operations of the businesses, including, among others, several employment
agreements, real estate purchase agreements, several commercial leases, several confidentiality and non-competition agreements, several equipment leases, a master licensing agreement,
a few distributor agreements, an authorized retailer agreement, a content development agreement, a referral agreement, an endorsement agreement, an athlete business management agreement,
a few manufacturing agreements, a web site co-branding agreement, a convention facility use agreement, a natural gas supply agreement and an ATM management agreement.
Represented numerous persons in connection with the formation of a business entity, including limited liability companies and corporations.
Represented several persons regarding their purchase or sale of a small business.
Represented several growing businesses in connection with the private offering and sale of securities, including preparing private placement memorandums and investor agreements.
Represented a real estate investor in connection with several real estate transactions.
Represented various individuals in connection with their estate planning needs, including preparation of wills, revocable living trusts, living wills, powers of attorney, and family limited partnerships.
Represented a professional cyclist in connection with legal review of his professional team contract.
Represented a nonprofit corporation in a $30 million debt financing secured by a commercial office building. Significant responsibilities included editing
the financing documents and closing the transaction.
Represented a publicly traded national bank in a forward triangular merger valued at approximately $10 million, as the primary associate attorney assigned to the transaction. Significant responsibilities included
reviewing and commenting on the agreement and plan of merger and drafting the proxy statement/prospectus.
Represented a publicly traded national bank in a cash purchase of assets, as the primary associate attorney assigned to the transaction. Significant responsibilities included
drafting the sale and purchase of assets agreement, the executive employment agreements, the assumption and assignment agreement, and the bill of sale; and negotiating
final versions of those agreements.
Represented a publicly traded national bank in negotiations regarding establishing a joint venture with a state chartered financial institution. Significant
responsibilities included legal research of state and federal banking laws and state corporate laws related to creating a satisfactory structure for the venture.
Represented an electric energy company in a merger. Significant responsibilities included performing due diligence review of financial and other documents; and drafting the regulatory approval application.
Represented a New York Stock Exchange listed residential real estate construction company in a triangular, cash/stock election merger valued at approximately $80 million, as the primary associate
attorney assigned to the transaction. Significant responsibilities included review and editing of the agreement and plan of merger, voting agreements and executive
employment agreements; participating in negotiations of the agreement and plan of merger; drafting substantial portions of the joint proxy statement/prospectus; negotiating
content of portions of the joint proxy statement/prospectus; preparing and editing other related securities filings; and drafting the articles of merger.
Represented a telecommunications company in a $20 million offering of convertible subordinated debentures, as the primary associate attorney assigned to the transaction. Significant responsibilities included drafting, reviewing and
editing substantial portions of the offering memorandum, including risk factors; drafting the debenture document; and conducting due diligence review of related agreements and documents.
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