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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


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