Mackall, Crounse & Moore, PLC has joined Dewitt Ross & Stevens S.C.

The newly formed DeWitt Mackall Crounse & Moore S.C. will provide clients with enhanced legal services
and efficiencies as well as access to more than 100 attorneys practicing in nearly 30 areas of
law in Wisconsin and Minnesota.

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Our attorneys have handled all aspects of Employee Stock Ownership Plans (ESOPs), from inception to termination and everything in between. Our law firm has worked with ESOPs of small businesses with fewer than 25 participants and very large corporation ESOPs with thousands of participants. Because all ESOPs are governed by federal law (ERISA), our lawyers are able to represent ESOP companies or ESOP Trustees in our home states of Wisconsin and Minnesota, throughout the Midwest in Iowa, Illinois, Indiana and Michigan, and on a nationwide basis. 

  • Preparation and review of documents for an ESOP transaction;
  • Counseling on fiduciary responsibilities as an ESOP Trustee;
  • Preparation and amendment of ESOP plan documents, summary plan descriptions, distribution policies, unsolicited offer policies and other plan-related documents;
  • Preparation of loan documents related to ESOP exempt loans;
  • Counseling on ESOP tax consequences, including S Corp and Section 1042 elections;
  • Preparation of IRS ESOP filings for determination letter requests and formal correction requests through the IRS’s correction programs;
  • Counseling on ESOP companies in third-party merger and acquisition situations; and
  • ESOP litigation services.

Our attorneys have developed relationships with the 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.

Finally, we are proud to be a resource for ESOP education.  Through authoring articles, speaking on podcasts, presenting at conferences and creating ESOP education videos , our goal is to make sure that business owners and/or their advisors can truly understand:  1) what an ESOP is; and 2) whether it might be a good fit for their business.

If you want to get more questions answered about ESOPs, submit a contact form here or contact:

ESOP Image

Quoted Articles | Podcasts - ESOPs

ESOP Informational Videos

The following videos describe various aspects of ESOPs, including what an ESOP candidate looks like as well as comments from business owners who used ESOPs as their succession strategy and more.


 


 


 


 


 


 

 

 

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Get to know us

DeWitt LLP is one of the ten largest law firms based in Wisconsin, with an additional presence in Minnesota. It has more than 130 attorneys practicing in Madison, Greater Milwaukee, Green Bay and Minneapolis in over 30 legal practice areas, and has the experience to service clients of all scopes and sizes.

Partners

We are an active and proud member of Lexwork International, an association of mid-sized independent law firms in major cities located throughout the Americas, Europe and Asia and an active member of SCG Legal, an association of more than 140 independent law firms serving businesses in all 50 state capitals and major commercial centers around the world.

Awards

Best Lawyers 2013 – 2021
Super Lawyers 2021
 Compass Award 2012
Top 100 Lawyers: National Trial Lawyers Association

NOTICE

While we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you (an “engagement letter”). You will not be a client of the firm until you receive such an engagement letter.

The best way for you to initiate a possible representation is to call DeWitt LLP at 608-255-8891. We will make every effort to put you in touch with a lawyer suited to handle your matter. When you receive an engagement letter from one of our lawyers, you will be our client and we may exchange information freely.

Please click the “OK” button if you understand and accept the foregoing statement and wish to proceed.