Employee Stock Ownership Plans (ESOPs)

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Trucker Huss’ practice is geared to providing advice on the legal aspects 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 the following services to multi-size clients nationwide including:

• Advising ESOP Plan sponsors and ESOP trustees
• Acting as independent counsel to ESOPS when appropriate
• Advising on implications of merger and acquisition activity, initial public offerings, restructurings and ownership succession arrangements
• Coordinating ESOPs with other benefit plans

For more information regarding this area of the Firm’s practice, please contact Ben Spater or Robert Schwartz.