Susan represents companies in employee stock ownership plan (ESOP) transactions and provides advice to cooperative businesses. She also counsels companies considering alternative paths to employee ownership and mission protection. Recent transactions include:

    • ESOP implementation for a manufacturer, a specialty construction contractor, a service provider and an engineering design firm;
    • Acquisition by an ESOP-owned company of an online retailer; and
    • Design and operation of a perpetual purpose trust holding an ownership interest in a health care company.

 

Susan brings a broad range of experience, technical skill and a problem-solving approach to her work with companies in transition. She began her legal career representing middle-market lenders, investors in commercial real estate, and non-profit organizations. She has also argued First Amendment claims in federal court.

While at Duke University School of Law, Susan was an Articles Editor of the Duke Law Journal and a member of the Moot Court Board. Her law review note, published in the Duke Law Journal, was cited in Metropolitan Edison Co. v. NLRB, 460 U.S. 693, 702 n.8 (1983). Following law school, Susan clerked for the Honorable Collins J. Seitz, Chief Judge of the U.S. Court of Appeals for the Third Circuit.

  • The ESOP Association, New England Chapter
  • National Center for Employee Ownership (NCEO)

Education

  • Duke University School of Law, J.D. with honors
  • Tufts University, M.A. in Philosophy
  • Vassar College, A.B. in Philosophy

 

Bar Admissions

  • Massachusetts
Susan Halevi
Practice
  • ESOPs Employee Stock Ownership Plans
Education
  • Duke Law School
Susan Halevi
  • Of Counsel
  • Email: susan.halevi@stevenslee.com

Susan represents companies in employee stock ownership plan (ESOP) transactions and provides advice to cooperative businesses. She also counsels companies considering alternative paths to employee ownership and mission protection. Recent transactions include:

    • ESOP implementation for a manufacturer, a specialty construction contractor, a service provider and an engineering design firm;
    • Acquisition by an ESOP-owned company of an online retailer; and
    • Design and operation of a perpetual purpose trust holding an ownership interest in a health care company.

 

Susan brings a broad range of experience, technical skill and a problem-solving approach to her work with companies in transition. She began her legal career representing middle-market lenders, investors in commercial real estate, and non-profit organizations. She has also argued First Amendment claims in federal court.

While at Duke University School of Law, Susan was an Articles Editor of the Duke Law Journal and a member of the Moot Court Board. Her law review note, published in the Duke Law Journal, was cited in Metropolitan Edison Co. v. NLRB, 460 U.S. 693, 702 n.8 (1983). Following law school, Susan clerked for the Honorable Collins J. Seitz, Chief Judge of the U.S. Court of Appeals for the Third Circuit.

  • The ESOP Association, New England Chapter
  • National Center for Employee Ownership (NCEO)

Education

  • Duke University School of Law, J.D. with honors
  • Tufts University, M.A. in Philosophy
  • Vassar College, A.B. in Philosophy

 

Bar Admissions

  • Massachusetts
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