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The Life Cycle of an ESOP Transaction

Webinar

Event Details

Presenters

Allison T. Wilkerson headshot

Allison T. Wilkerson

Allison focuses her practice on employee benefits matters with extensive experience handling issues pertaining to ERISA and ESOPs. Her ESOP practice focuses on the design and implementation of ESOP transactions and provides ongoing legal counsel to ESOP-owned companies. She has been involved in hundreds of transactions, seeing all sides of the "ESOP lifecycle". Allison has advised employers on the implementation of nonqualified plans and executive compensation arrangements that complement the ESOP structure and represents independent fiduciaries in their role as purchaser in an ESOP transaction as to their legal duties with respect to their representation of ESOP participants and beneficiaries.

Peter Jones headshot

Peter Jones

Peter Jones advises business owners, companies, and fiduciaries on employee stock ownership plans, transition strategies, corporate governance, employee benefits, executive compensation, and mergers and acquisitions. Pete,s significant experience includes representing companies and trustees in the formation of ESOPs, the sale of ESOP-owned companies, and acquisitions undertaken by ESOP-owned companies. He also advises clients on regulatory compliance and defends them in connection with audits and investigations by the Department of Labor and the Internal Revenue Service. Active in national and regional ESOP organizations, Pete is a frequent speaker on issues related to ESOPs.

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