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MBE and W Status in ESOPs

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This replay was recorded on December 19, 2017.


Lian Gravelle

presenter photologo

Krieg DeVault LLP

Lian serves as an Of Counsel attorney in Krieg DeVault LLP's ESOPs Practice Group. Lian's practice is focused on the structuring and implementation of complex ESOP and business succession transactions. She has extensive experience with many facets of ESOPs including initial plan design and amendments, IRS corrections, DOL audits, regulatory and compliance, and fiduciary duties. Her experience with an institutional ESOP trustee ensures that clients are represented with the highest level of integrity throughout the life of the ESOP. Her experience involves initial ESOP transactions, second stage transactions, phantom stock and synthetic equity plans, due diligence reviews initially and annually, and annual valuations of company stock. She has helped clients work with the DOL and IRS to correct problem transactions and valuations.