ESOP Lawyer

This article will acquaint you with the utility of the ESOP as both a technique of corporate finance and an employee benefit plan. It is important to note, however, that there are other qualified retirement plans that can be used to invest ...
[Read more] about ESOPs: The Three Types

Any ESOP attorney or consultant can tell you that ESOP distributions can be the most complex and challenging area of ESOP design and administration. As discussed in detail in our articles Designing And Drafting ESOPs[1], and Avoiding ERISA Liability ...
[Read more] about ESOP Distributions: Problems to Avoid

This article describes the use of reverse allocations in Employee Stock Ownership Plan (ESOP) companies to provide a meaningful number of shares for newer and younger employees and to help ensure the ESOP's sustainability. ESOPs reward longevity ...
[Read more] about ESOP Reverse Allocations

Figuring out how many shares to sell to the ESOP is a fundamental decision part of the planning process. In the final installment of our 4-part series, we look at some of the factors in play when making that calculation. In Part 1 we look at ESOP ...
[Read more] about ESOP Planning: How Many Shares Should The Owner Sell