Jared Kaplan Esq.

McDermott Will & Emery
Kaplan, Jared

Jared Kaplan is Senior Counsel in McDermott Will & Emery LLP and is based in the firm’s Chicago office. Mr. Kaplan focuses his practice on federal tax matters, corporate finance and employee stock ownership plans (ESOPs).

A frequent author and lecturer on ESOPs, Mr. Kaplan 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 1985-90.  He is editor of The Best of Law, published by The Family Firm Institute.

Mr. Kaplan 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.  

He received his A.B. for the University of California, Los Angeles and received his J.D. from Harvard Law School.


Mr. Kaplan is co-author of Bloomberg BNA Corporate Practice Portfolio Series No. 62-4th, ESOPs in Corporate Transactions.  This portfolio volume provides a comprehensive discussion of the significant roles employee stock ownership plans can play in both simple and complex corporate transactions. After explaining the benefits a corporation receives from establishing an ESOP, the discussion examines the roles and responsibilities of the ESOP trustee and advisors. Then the legal and accounting issues involved in implementing ESOP transactions are considered, as are the documents involved. Finally, the Detailed Analysis considers particular aspects of representative ESOP transactions, including certain tax issues that arise in ESOP transactions.