Stay informed on the latest legal developments impacting employee ownership. This page provides timely and concise summaries of key cases and rulings, contributed by experienced attorneys, to help the entire employee ownership community understand their implications, and also offers access to NCEO's archive of prior content.
Christopher Wingard
The U.S. District Court for the Eastern District of California has partially denied Alerus Financial N.A.’s motion to dismiss plaintiffs’ First Amended Complaint alleging fiduciary breaches in connection with a series of ESOP transactions.
Alan H. Kandel
On October 1, 2025, a motion to dismiss was granted in Trull v. Board of Trustees of the McCreary Modern, Inc. Employee Stock Ownership Plan.
Lauren Wood
A district court in Massachusetts approved a partial $3 million settlement with one of the company’s board of directors in a class action lawsuit against the Russelectric ESOP.
Alan H. Kandel is a Partner at Husch Blackwell specializing in Employee Benefits and Executive Compensation. He counsels a wide variety of clients—including ... »
Chris is an associate in Kleinbard’s Business & Finance Practice. He advises corporations, shareholders, directors and employee stock ownership plan (ESOP) ... »
NCEO founder and senior staff member
Griffin F. O'Gara is an Associate in Krieg DeVault's Employee Benefits and Executive Compensation Practice. Mr. O'Gara primarily devotes his practice to ... »
Jim is Co-Chair of Stevens & Lee's ESOP Group and Chairman of SES ESOP Strategies, with over 35 years of experience in ESOP design, transactions, and ... »
