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Programs in Estate Planning & Probate

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"Business Purpose" And Dividing the Family Corporation: Think Before You Let it Rip (June 26, 2019)

Program Number: 2960 Presenter: Louis Vlahos, Esq.

**** CD's are pre-order only and not available until after the program date - Online Programs are not available until after the program date. If the online purchase button is not showing, then the on-demand program is not yet available. **** The “family” is sometimes described as the smallest social organization. | Its members often comprise the entire ownership and workforce of another social organization – the business organization. As in society generally, business organizations, regardless of their size, are owned and operated by individuals whose interests in and visions for the business, though usually aligned, may diverge to the point of jeopardizing the continued health and viability of the organization, not to mention of the family. In extreme circumstances, one feuding member of the family will try to buy out the other. | Alternatively, they may decide to divide the business between them, with each taking a share. Although such a division may sound

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Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors

Program Number: 2920 Presenter: David R. Johanson, Esq., Roberta Casper Watson, Esq.

An employee stock ownership plan or “ESOP” can be an extremely useful tool in terms of tax and employee benefits that it provides and in the contexts of business succession planning and corporate mergers and acquisitions. The design and structure of ESOP transactions and the administration of ESOPs in general, however, remain subject to heightened scrutiny. To help ERISA counsel, accountants, and corporate directors and officers understand the statutory and regulatory framework that governs ESOP transactions, our panel will discuss applicable laws and regulations impacting ESOP transactions, available regulatory guidance, and other critical considerations for structuring ESOP transactions. This program on advanced structuring alternatives for ESOP transactions will address the available financing alternatives for ESOP transactions, ESOP transaction structure alternatives, how management incentive plans may factor into transaction planning and procedures, clawbacks and earn-outs in ESOP transactions, and potential conflicts of interests in structuring ESOP transactions.

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