Jared Kaplan is Founder and CEO at Delaware Place Advisory Services, LLC. He was formerly Senior Counsel at McDermott Will & Emery LLP based in the Firm’s Chicago office. His practice focused on federal tax matters, corporate finance and employee stock ownership plans (ESOPs).
A frequent author and lecturer on ESOPs, Jerry currently serves on the ESOP Association’s Valuation Advisory Committee. He is the former chairman of the State of Illinois Advisory Task Force on Ownership Succession, and has served on the state’s Employee-Owned Enterprise Advisory Council. He served as chairman of the Legislative and Regulatory Advisory Committee of the ESOP Association from 1985 to 1990.
Jerry also is a past chairman of the Administrative Practice Committee of the American Bar Association’s Tax Section. He is a member of the American, Illinois State and Chicago Bar Associations, and the Lawyers’ Club of Chicago. He is also a member of the editorial advisory board of Shannon Pratt's Business Valuation Update, and has served on the board of advisors of the Corporate Taxation Journal and on the board of editors of the Journal of Employee Ownership Law and Finance, published by the National Center for Employee Ownership. In 1999, Jerry completed a three-year term on the board of directors of The Family Firm Institute, and in 2003 he was named its General Counsel. He is a fellow of The Family Firm Institute, and holds its Advanced Certificate in Family Business Advising. In 2004, Jerry was elected a Fellow of the American College of Employee Benefit Counsel, and in 2005 he was named a Fellow of the American Bar Foundation. He is listed in Who’s Who in America, Who’s Who in American Law, Leading American Attorneys, Global Counsel 3000, Chambers USA, The Best Lawyers in America and The Legal 500 United States. Jerry was ranked as “recommended counsel”in Chicago for employee stock and incentive plans in the 2006-2007 Cross-border Tax on Corporate Transactions Handbook. He has also been named an Illinois Super Lawyer by Law & Politics.
Ll.B., Harvard Law School (1963)
A.B., UCLA (1960)
Bloomberg Tax Management Portfolios
ESOPs describes the federal income tax consequences of establishing and maintaining an Employee Stock Ownership Plan (ESOP) under §401(a) and a leveraged ESOP under §409 and 4975.