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ESOP Lawyers, Consultants & Advisors


Lynn Calkins - Holland & Knight LLP

ESOP Lawyers in Washington D.C. ,

Lynn E. Calkins is a trial lawyer and appellate advocate, concentrating in civil enforcement actions and federal regulatory litigation. Ms. Calkins is experienced in representing clients in civil disputes involving the federal government and plaintiff advocacy ...
Robert Schatz - ESOPPlus: Schatz Brown Glassman LLP

ESOP Lawyers in West Hartford, CT

Rob Schatz brings a strong ESOP Plus® practice to serve you whether you are a lender, an investor, a corporate sponsors, a stockholder an employee group or a fiduciary. Rob has many years of ESOP centered&n...
David Surbeck - Holland & Knight LLP

ESOP Lawyers in Philadelphia, PA

David Surbeck is a Philadelphia and New York financial services attorney who represents lenders (including regional, national and international banks, debt funds and other lending institutions) and corporate borrowers, in various banking and commercial finance ...
Richard Glassman - ESOPPlus: Schatz Brown Glassman LLP

ESOP Lawyers in West Hartford, CT

Rich Glassman’s  is a founding member of ESOP Plus®  a law practice with a focus on ESOP planning, with more than 3 decades of experience as general counsel and senior manager with publicly-traded and closely-held companies. Rich Glassman was Pre...
James Bristol - Waller Lansden Dortch & Davis LLP

ESOP Lawyers in Birmingham, AL

James Bristol advises clients, From startup ventures to publicly traded companies, on all types of compensation and benefits. Well-versed in federal and state tax rules, ERISA, SEC disclosures, and the myriad regulations that surround benefits and compensation packages, James  Bristol emb...
Kevin Long - Employee Benefits Law Group PC

ESOP Lawyers in San Jose, CA

Over the last 25 years, Kevin has helped guide over 400 ESOPs and ESOP companies to success, from setting up new ESOPs to taking over underserved ESOPs that were ready to thrive at the next level. They represent the spectrum of publicly traded corporations and privately held companies, from pr...
Lauren Sharkey - Case Lombardi

ESOP Lawyers in Honolulu, HI

Ms. Sharkey concentrates her practice in the areas of real estate, taxation and business & commercial law. She represents businesses in wide-ranging commercial matters including acquisitions and sales of real estate and businesses, development, condominiums, and leasing. Ms. Sharkey also...
Jason Ray - Morgan Lewis & Bockius

ESOP Lawyers in Dallas, TX

Jason C. Ray advises employers on the design, implementation, and regulatory compliance of tax-qualified and nonqualified retirement plans, as well as counseling clients on all aspects of employee benefits.
Henry Talavera - Polsinelli

ESOP Lawyers in Dallas, TX

Henry Talavera advises clients on ESOP and ERISA matters.  Henry's clients include: investors, investment funds, investment companies, fund managers (including registered investment advisers), private money managers and other institutional investors.  He counsels client on matter...
Gregory Brown - Polsinelli

ESOP Lawyers in Chicago, IL

Gregory Brown is a partner in Polsinelli's Chicago office. Greg Brown is a nationally known legal expert in employee stock ownership plans (ESOP), the Employee Retirement Income Security Act (ERISA) fiduciary or trustee matters, tax-qualified retirement plans, executive compensation and ER...
John A. Kober - Morgan Lewis & Bockius

ESOP Lawyers in Dallas, TX

John A. Kober is a partner in Morgan Lewis's Business and Finance Practice. He is currently the Managing Partner of the Dallas office an...
William Sweeney - Polsinelli

ESOP Lawyers in Chicago, IL

William (Bill) Sweeney is Practice Chair for Polsinelli's Benefits Practice, providing clients with practical solutions to solving complex employee benefit issues.Whether he is assisting clients with the design of new benefit plans or working through a government audit of existing plans, B...
Jamie Zveitel Kwiatek - Polsinelli

ESOP Lawyers in St Louis, MO

Jamie Kwiatek has more than 30 years of employee benefits experience, assisting middle market companies in the development and maintenance of creative employee benefit plans and executive compensation agreements. Jamie also supports her business clients with solutions and strategies tailored t...
Wendy Gilligan - Employee Benefits Law Group PC

ESOP Lawyers in Folsom, CA

Wendy guides business owners and their advisors through ESOP transactions and employee benefits issues in non-ESOP mergers and acquisitions. From the transaction planning phase through closing, she represents sellers, buyers, fiduciaries and their advisors. She facilitates clear communication ...
Kathleen Weber - ESOPPlus: Schatz Brown Glassman LLP

ESOP Lawyers in Rochester, NY

Kathleen Weber’s experience extends our ESOP Plus® practice beyond ESOP matters.  Kathleen brings to the table several years of practice as a corporate, tax, and employee benefits attorney.   Kathleen’s practice includes ESOPs, ot...
Sheryl Bayani-Alzona - Employee Benefits Law Group PC

ESOP Lawyers in Los Angeles, CA

Sheryl C. Bayani-Alzona ...
Jennifer Shirkey - Flora Pettit

ESOP Lawyers in Harrisonburg, VA

Jennifer advises on the tax and business aspects of for-profit and non-profit entity startups, as well as their ongoing operations and mergers and acquisitions. She has worked extensively with health care providers and educational institutions on benefits and tax compliance issues. In wor...
James Moser - ESOPPlus: Schatz Brown Glassman LLP

ESOP Lawyers in Spokane, WA

James' practice involves counseling clients with the design, implementation and operation of qualified defined contribution plans, with an emphasis on Employee Stock Ownership Plans (“ESOPs”)   James previously served as an ERISA Enforcement Advisor and the National E...
Louis Joseph - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

Prior to joining Holland & Knight, Louis Joseph served as an associate solicitor for plan benefits security at the DOL – the agency's most senior ERISA counsel – then as a partner at a top accounting and consulting firm, where he led its HR-related tax, accounting and regul...
David Pardys - Holland & Knight LLP

ESOP Lawyers in Philadelphia, PA

David Pardys is an employee benefits and executive compensation attorney in Holland & Knight's Philadelphia office. He focuses his practice on employee stock ownership plans (ESOP), the Employee Retirement Income Security Act (ERISA) and executive compe...
Robert Grossman - Polsinelli

ESOP Lawyers in Kansas City, MO

Robert (Bob) Grossman is a nationally-recognized ESOP authority, known for providing sophisticated, but practical, advice to shareholders, boards, management teams and fiduciaries of employee-owned companies, including some of the largest and most successful in the country.
Robert Brown - ESOPPlus: Schatz Brown Glassman LLP

ESOP Lawyers in Rochester, NY

Rob Brown has practiced tax law, corporate finance law and employee benefits law for many years. His technical knowledge and broad-ranging experience enable him to counsel you about exiting your business in a way that...
Sean Sullivan - Waller Lansden Dortch & Davis LLP

ESOP Lawyers in Nashville, TN

From small doctors' groups to multi-national, publicly traded businesses, a diverse group of companies utilize Sean's services. In all cases, Sean is drawn to the personal, non-abstract nature of his work. He does not "give advice from an ivory tower," and appreciates that re...
Renee Lewis - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

Renee Lewis is a partner in Holland & Knight's Chicago office and a member of the firm's Financial Services Practice Group. Ms. Lewis advises company executives and owners on strategically structuring complex financing transactions. Her practice foc...
Todd Wozniak - Holland & Knight LLP

ESOP Lawyers in Atlanta, GA

Todd D. Wozniak is a trial attorney and the leader of Holland & Knight ERISA Litigation Team and Atlanta Litigation Practice Group. Mr. Wozniak defends companies, fiduciaries and public institutions  throughout the United States in Employee Retirement Income Security Act of 1974 (ERIS...
Grant McCorkhill - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

Grant McCorkhill is a partner in Holland & Knight's Chicago office. His practice focuses on ESOP transactions, ESOP financing, commercial and real estate transactions and related finance transactions. Mr. McCorkhill represents both borrowers and lenders in ESOP, commercial and real est...
Elizabeth Perdue - Holland & Knight LLP

ESOP Lawyers in Chicago, IL

Elizabeth "Betsy" Perdue is a partner in Holland & Knight's Chicago office. She focuses her practice on mergers, acquisitions and financing transactions, with a special concentration on transactions involving employee stock ownership plans (ES...

ESOP Marketplace connects you with local ESOP Lawyers ESOP Planning And Design Is Easier With Good Advice from ESOP Lawyers

Structuring and planning an ESOP is like approaching an empty canvas - there is a cornucopia of options, and every aspect of an ESOP can be tailored to the needs of your company. The optimal solution varies depending on company size, profile, revenue stream, employee number and turnover, and a myriad of other factors. With all the potential benefits of an ESOP, it's an important option to consider for any company - but, as a business owner, you need to make certain that plan design is carried out by someone who has experience with ESOP law and knows just the right solution for your company. All ESOP planning advisors listed on our site have years of experience and many glowing recommendations from past clients, and they will help your company make a safe and responsible transition, as well.

ERISA Lawyers

Here you can find experts on ERISA law.

Tax Lawyers

Here you can find experts on taxes in general and more specifically on the tax laws as they relate to Employee Stock Ownership Plans.