Mark I. Bogart
Shareholder
222 North LaSalle Street Chicago, Illinois 60601
- mbogart@vedderprice.com
- VCard
Mark I. Bogart
Shareholder
Mark I. Bogart joined Vedder Price in 1999 as a Shareholder and is a member of the firm’s Executive Compensation & Employee Benefits group.
Mr. Bogart represents a broad range of clients, including publicly traded corporations, privately held companies, financial institutions, hospitals, insurance companies and investment funds, on such matters as ESOP transactions, defined benefit plans, cash balance plans, 401(k) plans, group health plans, executive compensation and international stock purchase plans. He is a frequent speaker and author of a number of publications dealing with benefits matters.
Mr. Bogart is a member of the American Bar Association, the ESOP Association and the National Center for Employee Ownership.
Mr. Bogart has been selected by his peers from 2013 to 2016 as a Leading Lawyer in Employee Benefits.
Mark I. Bogart
Shareholder
Education
- Case Western Reserve University School of Law, J.D., 1983
- Cleveland State University, B.A., 1979
Mark I. Bogart
Shareholder
Bar Admissions
- Illinois, 1987
Affiliations
- Member, ESOP Association
- Member, National Center for Employee Ownership
- Member, American Bar Association
Mark I. Bogart
Shareholder
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Publications
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September 2014 | Publication
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February 2005 | Newsletter/Bulletin
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July 2001 | Newsletter/Bulletin
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October 2000 | Newsletter/Bulletin
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October 2000 | Newsletter/Bulletin
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April 2000 | Newsletter/Bulletin
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September 1999 | Newsletter/Bulletin
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September 1999 | Newsletter/Bulletin
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September 1999 | Newsletter/Bulletin
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September 1999 | Newsletter/Bulletin
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March 1999 | Newsletter/Bulletin
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November 1997 | Article"Repeal of UBIT of S-ESOPs Creates Tax Planning Opportunities," Pension and Benefits Week, Research Institute of America
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January 1997 | Article"Ninth Circuit Holds That Using an Independent Appraiser Does Not Ensure ERISA Compliance," Pension and Benefits Week, Research Institute of America
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August 1996 | Article"Seventh Circuit Affirms Eyler Tax Court Decision: ESOP Valuations Could Be Impacted," Pension and Benefits Week, Research Institute of America
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June 1996 | Article"Determining Adequate Consideration in the Absence of Regulations: Have the Courts Clarified Matters or Added to the Confusion?" Pension and Benefits Week, Research Institute of America
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November 1995 | Publication"ESOPs and Their Use as a Succession Planning Tool," Solutions Handbook for Personal Financial Planning, Dearborn Financial Publishing
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Summer 1991 | Article"Grantor Trust ESOP Financing: Proceed With Caution," Journal of Pension Planning & Compliance
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Mark I. Bogart
Shareholder
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News
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September 2014 | Media Mention
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Past Events
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September 2012 | Seminar"Integrating Governance and Corporate Culture," NCEO ESOP Conference, Chicago, Illinois
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September 2012 | Seminar"Impact of ESOP Plan Design on Employee Ownership Culture," NCEO ESOP Conference, Chicago, Illinois
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December 2009 | Webinar"Compliance, Audit and Litigation Issues for Internal ESOP Fiduciaries," NCEO Webinar Conference
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November 2009 | Webinar"Legal Issues Affecting S-Corporation ESOPs," NCEO Webinar Conference
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June 2009 | Webinar"Handling ESOP Repurchase Obligation," NCEO Webinar Conference
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October 2008 | Webinar"Fiduciary Issues in Stock Drop Lawsuits in ESOPs and 401(k) Plans," NCEO Webinar Conference
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May 2008 | Seminar"Executive Compensation Planning and ESOP Companies," NCEO Conference, Philadelphia, Pennsylvania
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April 2008 | Seminar"Legal Issues Impacting S-Corp. ESOPs," NCEO/Beyster Institute Employee Ownership Conference, Chicago, Illinois
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September 2007 | Seminar"ESOP Repurchase Liability: The Legal Perspective," NCEO ESOP Conference, Seattle, Washington
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March 2007 | Seminar"ESOP Committees: Differentiating Their Roles and Duties," NCEO/Beyster Institute Employee Ownership Conference, San Diego, California
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September 2006 | Webinar"Fiduciary Issues and Employer Stock Investments in ESOPs and Other Plans," NCEO Webinar Conference
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March 2006 | Seminar"Basic Employee Stock Option and ESPP Issues," NCEO/Beyster Institute Employee Ownership Conference, Chicago, Illinois
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March 2005 | Seminar"Basic ESOP Valuation and Legal Issues," NCEO/Beyster Institute Employee Ownership Conference, San Francisco, California
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March 2004 | Seminar"Contrasting Corporate and ERISA Fiduciary Duties," NCEO/Beyster Institute Employee Ownership Conference, Chicago, Illinois
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April 2003 | Seminar"Planning for S-Corporation ESOPs," NCEO Annual ESOP and Stock Option Plan Conference, San Francisco, California
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April 2002 | Seminar"Securities Law Issues for ESOP and Stock Option Plan Companies," NCEO Annual ESOP and Stock Option Plan Conference, Chicago, Illinois
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March 2002 | Seminar"How ESOPs Work and Related Legal Issues," NCEO ESOP Workshop Conferences, Ft. Lauderdale and Orlando, Florida
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April 2001 | Seminar"Update on ESOP Valuation Legal Issues," NCEO Annual ESOP and Stock Option Plan Conference, Seattle, Washington
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April 2001 | Seminar"ESOP Distribution and Tax Planning Issues," NCEO Annual ESOP and Stock Option Plan Conference, Seattle, Washington
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March 2001 | Seminar"Introduction to Broad Based Stock Option Plans," NCEO Stock Option Plan Workshop Conference, Chicago, Illinois
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