Employee Stock Ownership Plans (ESOPs)

Trucker Huss’ practice is geared to providing advice on the legal aspects related to the design and implementation of employee stock ownership plans (ESOPs).

The legal services we provide our clients are enhanced by our knowledge of employee stock ownership issues and the requirements of fiduciary responsibility in the implementation and maintenance of ESOPs.

We provide a full range of services to multi-size clients nationwide including:

• Documentation of new and amended ESOPs and related agreements
• Coordinating ESOPs with other benefit plans
• Advice to ESOP trustees
• Advising on implications of merger and acquisition activity, initial public offerings, restructurings and ownership succession arrangements

For more information regarding this area of the Firm’s practice, please contact Barbara Creed.