Effective Business Succession Planning with an Employee Stock Ownership Plan Transaction
Expired
Program Number
31188
Program Date
2021-09-02
CLE Credits
1
A properly structured broad-based employee stock ownership plan (ESOP)and related transaction for a profitable and growing corporation, when combined with an effective employee communication program, typically will align the interests of employee owners, management, and founders and create tax-favored financial benefits for all three constituents. This program will explain the pros and cons of a business succession plan that uses an ESOP as a primary building block. It also will focus on the tax, corporate, ERISA fiduciary, valuation, and related aspects of such a plan.
Available in States
- California
- Colorado
- Georgia
- New Jersey
- New York
- Texas Self Study
Program Categories
- Administrative Law & Regulations
- Banking & Finance Law
- Business Organizations & Contracts
- Employee Benefits & Compensation
- Federal Courts
- Financial Regulatory
- Labor & Workforce Management Law
PROGRAM CREDITS
- Areas of Professional Practice : 1 Credit
