Skip to main content

About me

Our ESOP Plus®  team uses employee stock ownership plans, stock options, stock appreciation rights, phantom stock and other sophisticated, tax advantaged employee ownership techniques and exit strategies to help clients protect their family's financial future, reward their loyal employees and secure the legacy and core philosophy of the businesses they have created and nurtured.

ESOP Plus® is one of the most sophisticated middle market boutique ESOP and employee ownership teams in the nation. The team is able to call on other affiliated specialized colleagues with experience in mergers, acquisitions, private equity buyouts, management buyouts and leveraged buyouts, creditor rights, litigation, commercial law and wealth transfer to present clients with a full range of options to match their goals. 

ESOP Plus® concentrates in the employee ownership field. However, because of our more than 100 years of experience with many different clients in many different industries we are able to counsel clients on the full range of business options. Our close contacts with other professionals enables us to engage multidisciplinary and multi-jurisdictional expertise to facilitate our clients' goals on a national as well as a global scale.

Smooth coordination with other highly skilled professionals allow clients the peace of mind that comes when the fruits of their labor become a blessing, not a burden.

Creative and flexible middle market pricing has made the ESOP Plus® team an attractive, cost-effective choice for for clients with transactions ranging from under $1 million to over $1 billion.


Practice areas


  1. Employee Benefits: 100%


Payment types:


Attorney endorsements

1 total 

Are you an attorney? Endorse this lawyer

  • Steven Mark Etkind

    I endorse this lawyer. His business sense is sound and has given excellent advice. He is very persuasive when on the opposite side of a case, and very thorough and diligent in his representation and advocacy for a client


    Steven Etkind Employee benefits Attorney
    Relationship: Opposing Counsel on matter


NYCurrently registered 197103/07/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
International Member of the YearAlliance of Merger & Acquisition Advisors2009
Spirit AwardWilson Commencement Park2001
Most Outstanding Community LeaderUrban League of Rochester1998
The Nathaniel AwardThe Daily Record1998
Community Leader of 1998St. Patrick's Day Parade Committee1998
Friend of the AgencyIbero American Action League1993
President's AwardMonroe County Bar Association1991
Hispanic Leadership and Commitment AwardIbero American Action League1987
Work experience
TitleCompany nameDuration
Founding PartnerESOP Plus®: Schatz Brown Glassman Kossow LLP2011 - Present
Chief Executive OfficerBoylan, Brown, Code, Vigdor & Wilson, LLP2006 - 2011
Founding Partner, Chair ESOP+Boylan, Brown, Code Vigdor & Wilson1974 - 2011
Founding PartnerBoylan, Brown, Code, Vigdor & Wilson, LLP1974 - 2011
Association namePosition nameDuration
American College of Employee Benefits CounselFellow2009 - Present
MadrigaliaBoard Member2009 - Present
Rochester Presbyterian Home FoundationBoard Member2008 - Present
Rochester Presbyterian Home FoundationDirector2007 - Present
WXXI Public Broadcasting Council, Inc.Trustee Council1999 - Present
Fellows of the New York Bar FoundationMember1995 - Present
Tax Section, Monroe County Bar AssociationMember1987 - Present
American Bar AssociationMember1983 - Present
Executive Committee New York State Bar Association Tax SectionMember1978 - Present
New York State Bar AssociationMember1972 - Present
Monroe County Bar AssociationMember1972 - Present
Alliance of Merger & Acquisitions AdvisorsChair, 2nd & 3rd International Symposiums2009 - 2010
International Society of Primerus Law FirmsBoard Member2008 - 2009
International Society of Primerus Law FirmsVice Chair, Business, Corporate and International Group2005 - 2006
Honorary Committee, Monroe Community College Nazi Olympics ExhibitMember2001 - 2001
Special Committee on the Law Governing Firm Structure and Operation, New York State Bar AssociationMember1999 - 2000
Special Committee on Multidisciplinary Practice and the Legal Profession, New York State Bar AssociationMember1998 - 1999
Rochester City School BoardElected Public Official1998 - 2005
Rochester Philharmonic OrchestraDirector1997 - 2005
Wilson Commencement ParkDirector1994 - 2001
President's Commission of Access to Legal Services, Monroe County Bar AssociationMember1993 - 1993
Rochester Presbyterian HomePresident1993 - 1996
Monroe County Democratic CommitteeChairman1992 - 1994
N/AChairman1991 - 1999
N/ADirector1991 - 2000
Rochester Presbyterian HomeVice President1991 - 1993
Rochester Philharmonic OrchestraDirector1990 - 1991
Rochester Presbyterian HomeDirector1990 - 1996
Citizens Advisory Committee, Vision 2000: DowntownMember1990 - 1992
Rochester Urban Cultural Park Citizens Advisory CommitteeChairman1990 - 1992
Public Interest Law Committee, Monroe County Bar AssociationMember1990 - 1991
N/AChairman1989 - 1989
The David Hochstein Memorial Music SchoolTreasurer1987 - 1991
Ibero-American Action LeaguePresident1987 - 1987
Regional Council on Aging (now Lifespan)Chairman1986 - 1989
The David Hochstein Memorial Music SchoolDirector1985 - 1991
Ibero-American Action LeagueDirector1985 - 1993
Volunteer Legal Service Project of Monroe County, Inc.Director1984 - 1993
Monroe County Office for the Aging Citizens Advisory CommitteeMember1984 - 1989
Arts For Greater RochesterDirector1983 - 1986
Regional Council on Aging (now Lifespan)Vice President1982 - 1985
Monroe Prepaid Legal Service CorporationPresident1981 - 1994
Regional Council on Aging (now Lifespan)Director1981 - 1989
Legal Services Network for the Aging, Family Service of RochesterChairman, Advisory Committee1980 - 1985
Monroe Prepaid Legal Service CorporationVice President1980 - 1980
Estate Planning Council of RochesterExecutive Committee Member1979 - 1979
Monroe County Bar AssociationChairman, House/Finance Committee1979 - 1980
Monroe County Bar AssociationTrustee1978 - 1979
Task Force Examining the Delivery of Legal Services to the Poor, Monroe County Bar AssociationChairman1977 - 1977
Monroe County Bar AssociationTreasurer1976 - 1977
Monroe County Bar AssociationExecutive Committee Member1976 - 1979
Monroe Prepaid Legal Service CorporationFounder, Director1976 - 1994
Publication nameTitleDate
New York University Review of Employee Benefits and Executive CompensationInsulation from Environmental Liability for ESOP Trustees (Publication: August, 2007)2007
New York University Review of Employee Benefits and Executive Compensation Basic Fiduciary Guidance for the ESOP Trustee in Corporate Finance Transactions2006
Unknown"A Checklist for the Planning and Drafting of Shareholder Buy-Sell Agreements"1991
New York State Tax Service, Matthew Bender & CompanyChapter 4, "Taxation of Nonresidents: Allocation and Apportionment" 1985
New York State Tax Service Matthew Bender & CompanyChapter 3, "Residence"1985
School nameMajorDegreeGraduated
Yale Law SchoolLawLL.B - Bachelor of Laws1970
Oberlin CollegeLiberal ArtsA.B. cum laude1967
Speaking engagements
Conference nameTitleDate
NCEO/Beyster Institute Employee Ownership ConferenceESOP Governance2010
Upstate NY/NJ Chapter, ESOP AssociationCurrent Developments in ESOPs2009
Pinnacle Equity Solutions 2-Day WorkshopESOPs as an Exit Strategy2009
Employment Law for the General Practitioner and Corporate Counselor: Current Law and Cutting-Edge IssuesBasic Employee Benefits Issues2007
Eleventh Annual New York State and City Tax InstitutePost Employment Taxation of Deferred Compensation and Covenants Not To Compete2007
2007 Upper New York State ESOP ConferenceESOP Fiduciary Issues2007
2007 Tax Section Summer MeetingRecent New York State and City Legislation2007
Primerus Annual MeetingMulti-Jurisdictional Practice2006
New York State Bar Association Real Estate SeminarTransfer Taxes and Real Estate2006
Tax Section Annual MeetingMultistate Taxation2005
Practical Skills in Business LawEthics2005
2005 New York State Bar Association Annual MeetingThe Streamlined Sales Tax Project: Status and Future2005
10th Annual Multi-State ESOP ConferenceTrustees and Boards of Directors: Pros and Cons of Internal vs. External2005
New York State Bar Association Tax Section Summer MeetingU.S. Cross-Border Provincial, State and Local Tax Issues2004
9th Annual New York State and City Tax InsituteTreaty, Constitutional and Major Statutory Issues Affecting State/Provincial Cross Border Taxation2004
2004 Upper New York State ESOP ConferenceForming and ESOP2004
Representing the Gay and Lesbian Client in New YorkEmployee Benefits Issues for Gay and Lesbian Clients2003
New York University 50th Annual Institute on Federal TaxationPlanning and Drafting of Shareholder Buy-Sell Agreements1991
New York University Taxation of Closely Held BusinessesTaxation of Closely Held Businesses1990
New York University 47th Annual Institute on Federal TaxationFederal Taxation1988