Employee Stock Ownership Plans (ESOPs)

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Our tax attorneys capably structure Employee Stock Ownership Plan (ESOP) transactions, particularly from the perspective of plan sponsors, fiduciaries, and selling equity holders, and draft documentation for all aspects of those transactions.

McLane Middleton’s lawyers advise our clients on structuring the ESOP and draft associated documents. We also assist shareholders with the tax-deferred rollover of sale proceeds.


For additional information, contact John Rich, chair of the firm's Tax Department.