Seigfreid Bingham offers expertise at all stages of ESOP planning and design, including the establishment of ESOPs, the structuring of corporate transactions involving ESOPs, fiduciary issues relating to ESOPs, S-Corporations as they relate to ESOPs, and the special tax opportunities associated with ESOP transactions.  Our ESOP team has extensive experience representing companies, independent fiduciaries, trustees, and financial institutions.

We assist our clients to analyze whether an ESOP is appropriate for their particular situation, including a comparison to other succession planning options.  If an ESOP is determined to be appropriate, we take a client-centric approach that is tailored to each of our client’s needs.

Our attorneys are active in the ESOP Association and National Center for Employee Ownership (NCEO) and  have developed relationships with top ESOP service providers necessary to fully establish and maintain an ESOP, including valuation experts, record keepers, third party administrators, accounting firms and lenders. We are able to recommend service providers when requested, and are also able to work seamlessly with other service providers with whom the client already has a relationship.