Daniel Reser, President, Fiduciary Services Inc.

by | Nov 14, 2016 | Ratings

Jay has represented me in my capacity as an ESOP trustee, drawing up plan and trust documents as well as transaction documents, he provides legal due diligence reviews for transactions; he has advised & assisted with transaction negotiations, and he can handle ongoing legal maintenance of the trust and plan for future filings & amendments.

Jay is an experienced ERISA attorney, he has worked with ESOP transactions for many years, his qualifications and expertise are excellent.

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