Overview
Calfee's ESOP team keeps your business, project issues and goals at the forefront when providing counsel to clients on ESOP formation and ongoing operation.
At Calfee, we use an interdisciplinary approach to provide our clients with seamless representation across all aspects of an ESOP transaction, i.e., ERISA, mergers and acquisitions, tax, commercial financing, estate planning and board counseling.
In addition to extensive experience with tax-qualified retirement and employee welfare benefit plans, we work with ESOP trustees, fiduciaries, sponsors, and lenders on ESOPs and the use of ESOPs as tools of business planning and succession.
Additional details related to the work Calfee attorneys do to support clients in the area of ESOP Formation and Operation is available at calfee.com.
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- Ohio Super Lawyers,
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- The Best Lawyers in America, 2025 edition,
- The International Financial Law Review,
- Chambers USA 2024 America's Leading Business Lawyers,
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- Crain's Cleveland Business,
- Chambers USA 2021: America's Leading Business Lawyers,
- Law.com,
- Business Insurance and Claims Journal,
- The BTI Consulting Group, Inc.,
- Calfee's James Sullivan Featured in Two Articles Discussing COVID-19 Business Interruption InsuranceClaims Journal and Carrier Management,
- World Trademark Review 1000,
- U.S. News & World Report and Best Lawyers®,
- Benchmark Litigation,
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- Workers' Compensation Emerging Issues Analysis,
- U.S. News & World Report and Best Lawyers®,
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Industry/Sector Contacts
Related Industries/Sectors
Related Practices
- Capital Markets and Public Reporting
- Commercial Lending
- Compliance / Regulatory Services
- Construction Law
- Corporate and Finance
- Corporate Succession Planning
- Employee Benefits / ERISA Litigation
- Employee Benefits and Executive Compensation
- Energy and Utilities – Federal Regulatory
- ESOP Formation and Operation
- Estate and Succession Planning and Administration
- Insurance Coverage
- Insurance Recovery
- Labor and Employment
- Mergers and Acquisitions, Divestitures and Sales
- Public/Private Partnership Law
- Real Estate Litigation
- Tax Law
- Tort, Accident and Product Liability Litigation
- Wealth Management Law
- White-Collar Defense and Investigations