Robert M. Wolfson

Shareholder

rwolfson@beankinney.com

T: 703.284.7293 F: 703.525.2207

Robert Wolfson is a shareholder at Bean, Kinney & Korman focusing his practice on corporate and business law. He regularly serves as outside general counsel to small and mid-sized businesses across a variety of industries and handles all aspects of the business entity life cycle including initial formation and governance, the preparation and negotiation of service agreements and commercial contracts, and founder/owner exit. He also represents his business clients on a wide variety of employment matters, including the defense of employee claims (such as discrimination, wrongful termination, and wage-hour claims), as well as the drafting and enforcement of employment agreements, handbooks, and other employment policy documents.

Bob assists clients with merger, acquisition, and disposition transactions for both buyers and sellers of businesses across multiple industries. For his individual and business-owner clients, he regularly assists with estate and succession planning. Bob also handles litigation matters in the areas of trusts and estates, bankruptcy, and asset recovery.

Prior to joining BKK, Bob was a managing attorney and senior counsel at firms in Northern Virginia and before that served as law clerk to the Honorable Gerald I. Fisher and to the Counsel to the Court of Appeals for Veterans Claims.

Service Areas

• Business and Financial Services
• Entity Formation and Structuring
• Start Up Advice
• Business Planning
• Bankruptcy, Restructuring and Creditors’ Rights
• Contracts
• Employment Law
• Employment Litigation
• Handbooks and Policies
• HR Advice and Counseling
• Litigation
• Business and Corporate Litigation
• Bankruptcy Litigation and Avoidance Action Defense
• Wills, Trusts, Estates and Probate
• Estate Planning
• Trusts and Estates Litigation
• Estate Administration

Experience

Formation and governance of clean energy consultancy
Merger, reorganization, and fundraise by international pickleball equipment manufacturer
Sale of commercial cleaning company
Acquisition of self-storage entity by private purchaser
Resolution of trust and will dispute involving local and international assets

Bar & Court Admissions

Virginia, 2013
Supreme Court of Virginia
U.S. District Court for the Eastern District of Virginia
U.S. Bankruptcy Court for the Eastern District of Virginia
U.S. District Court for the District of Columbia

Education

The George Washington University Law School, J.D. 2013, with honors
Georgetown University, B.A., 2009, magna cum laude

Awards & Affiliations

Awards

Virginia Super Lawyers, Rising Star in Bankruptcy, 2022 – 2023
Washington, D.C. Super Lawyers, Rising Star in Bankruptcy, 2022 – 2023

Blogs

Business and Financial Services

The Hidden Traps of Restructuring from S-Corp to C-Corp for 1202 QSBS

When you restructure into a C corporation for qualified small business stock (QSBS) treatment but miss even one of Section 1202’s technical requirements, the IRS can deny the exclusion entirely—even if the business itself is an ideal candidate. The central risk in S-corp / LLC-to-C-corp planning is that the restructuring steps are easy to do…

March 27, 2026

The Hidden Traps of Restructuring from S-Corp to C-Corp for 1202 QSBS

Estate Planning

What the “Big Beautiful Bill” Means for the Estate Tax Exemption

On July 4, 2025, President Trump signed into law the Opportunity, Balance, and Better Budget Act , better known as the “Big Beautiful Bill.” One of the most consequential provisions in this sweeping legislation is Section 70106, which directly affects high-net-worth individuals and families by permanently extending and expanding the federal estate and gift tax exemption. What Section 70106 Does This section makes several key changes: Permanently extends the federal estate and gift tax…

July 11, 2025

Estate Planning

Charitable Giving Through Your Estate: Structuring Bequests for Maximum Impact

For most individuals and families, charitable giving is more than a financial transaction. Integrating charitable gifts into your estate plan can help support the causes that matter most to you while providing significant tax advantages and peace of mind. Whether you want to endow a scholarship, support medical research, or sustain a local nonprofit, the right estate planning strategies can help you structure your giving for maximum impact. In this blog, we’ll explore the most effective ways…

May 9, 2025

Business and Financial Services

Aligning Business Succession Planning with Your Personal Estate Plan

Business owners invest significant time and resources into building their companies, yet many overlook the importance of a well-structured succession plan. Business succession planning is essential to ensuring the continuity of operations, protecting financial stability, and facilitating a seamless transition of ownership. A comprehensive succession plan should not exist in isolation, however. It must be…

April 23, 2025

Aligning Business Succession Planning with Your Personal Estate Plan

Videos

Business and Financial Services

Lawyer Spotlight -- Robert Wolfson, Business Transactions & Estate Planning

June 11, 2025

News & Publications

Business and Financial Services

Bean, Kinney & Korman Represents Productive Programming Inc. in its Transaction with Crest Rock Partners

Bean, Kinney & Korman represented healthcare SaaS company PPi in a strategic growth investment by Denver-based private equity firm Crest Rock Partners, enabling PPi to expand its Care Compass platform nationwide.

May 16, 2025

bean-kinney-korman-represents-productive-programming-inc-in-its-transaction-with-crest-rock-partners

Business and Financial Services

Evan St. John and Robert M. Wolfson Join Bean, Kinney & Korman

Bean, Kinney & Korman welcomes shareholders Evan St. John, focusing on corporate and M&A law for government contractors and tech startups, and Robert Wolfson, specializing in business litigation and estate planning.

December 3, 2024