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 in our home states of Wisconsin and Minnesota, throughout the Midwest in Iowa, Illinois, Indiana and Michigan, and on a nationwide basis.

  • Counseling on fiduciary responsibilities as an ESOP Trustee;
  • Preparation and amendment of ESOP plan documents, summary plan descriptions, distribution 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 feasibility;
  • Counseling on ESOPs 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. Whether your company is based in Milwaukee, Madison, Minneapolis or beyond, our ESOP attorneys are ready to serve you.

If you would like more information or want to discuss the feasibility of an ESOP for your company, submit a contact form here or contact:

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.


 


 


 


 


 


 

 

 

Our Locations

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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 120 attorneys practicing in Madison, Metropolitan Milwaukee 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

Super Lawyers
Best Lawyers 2013 – 2020
Compass Award 2012
Top 100 Lawyers: National Trial Lawyers Association
Expertise.com Best in 2020

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.