Employee Benefits & Compensation

Employee Stock Ownership Plans

The ESOP practice at Fox Rothschild includes all aspects of ESOP formation, operation and termination. Most importantly we are highly experienced in all types of ESOP transactions, and uses, including exit strategies for closely held business owners, buyout or minority shareholders, and for business acquisitions.

We focus our practice on complex transactions including those where the business owner avails him or herself of capital gains deferral on the sale proceeds. We also have deep experience in government audits and investigations of ESOPs and ESOP transactions and are thoroughly familiar with the tax and fiduciary issues involving ESOPs. We have represented employers, trustees, shareholders and other ESOP service providers.