Peter Jones Bio

Peter Jones advises business owners, companies, and fiduciaries on employee stock ownership plans, transition strategies, corporate governance, employee benefits, executive compensation, and mergers and acquisitions. Pete’s significant experience includes representing companies and trustees in the formation of ESOPs, the sale of ESOP-owned companies, and acquisitions undertaken by ESOP-owned companies. He also advises clients on regulatory compliance and defends them in connection with audits and investigations by the Department of Labor and the Internal Revenue Service. Active in national and regional ESOP organizations, Pete is a frequent speaker on issues related to ESOPs. Before joining Tucker Ellis, Pete served as a trust officer and voting member of the fiduciary committee of an institutional ESOP trustee. Tasked with leading valuation reviews and ensuring that the institution met the highest standard of care under the law, he has a practical understanding of the ERISA prudence requirement and the processes necessary to avoid non-exempt prohibited transactions. When not assisting clients, Pete enjoys spending time with his sons and daughters.