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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News
- Cleveland Metropolitan Bar Journal,
- World Trademark Reveiw 1000,
- Ohio Super Lawyers,
- Best Lawyers® ,
- The Best Lawyers in America, 2024 edition,
- The International Financial Law Review,
- Chambers USA 2023 America's Leading Business Lawyers,
- Law360 Insurance Authority,
- Crain's Cleveland Business,
- Cincy Magazine,
- The A Game: An Adcom Podcast,
- World Trademark Reveiw 1000,
- Ohio Super Lawyers,
- U.S. News & World Report and Best Lawyers®,
- Business Insurance,
- The International Financial Law Review,
- The BTI Consulting Group, Inc.,
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- Cleveland Metropolitan Bar Journal,
- Law360,
- Ohio Super Lawyers,
- U.S. News & World Report and Best Lawyers®,
- Cleveland Metropolitan Bar Journal, October 2021
- The Best Lawyers in America©,
- Claims Journal,
- Chambers High Net Worth 2021 Guide,
- Benchmark Litigation,
- 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,
- The Best Lawyers in America©,
- Benchmark Litigation,
- Workers' Compensation Emerging Issues Analysis,
- The International Financial Law Review,
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Industry/Sector Contacts
Related Industries/Sectors
- Aviation
- Banking, Financial Services and Insurance
- Chemicals
- Construction
- Food and Beverage
- Gaming and Hospitality
- Manufacturing and Industrial
- Medical Devices, Pharmaceuticals & Life Sciences
- Private and Family-Owned Businesses
- Real Estate
- Retail and Consumer Products
- Software and Information Technology
Related Practices
- Aviation Law
- 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