A pioneer in advising ERISA and ESOP trustees

We have served at the forefront of the ESOP (employee stock ownership plan) movement since Congress legislated ESOPs in 1974. We have advised a number of ESOP trustees, rendering opinions on fairness, adequate consideration, valuation and solvency. The firm brings current and directly applicable transaction experience to bear, and can advise the trustee with respect to various aspects of a transaction.

ERISA & ESOPs Contact

Kreg Jackson
Managing Director