ESOP Transactions in Estate Planning: Income and Transfer Taxes, Considerations for Closely-Held Business Owners
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE course will provide guidance to estate planners on utilizing employee stock ownership plan (ESOP) transactions for business succession planning and minimizing estate, gift, and generation-skipping transfer taxes. The panel will discuss the basics of ESOP structures and transactions, income and transfer tax considerations, key estate planning opportunities, utilizing trusts, life insurance, and other planning tools in the ESOP transaction setting.
- Overview of ESOPs
- ESOPs for business succession
- ESOP transactions and estate planning
- Minimizing taxes
- Best practices for trusts and estates counsel
The panel will discuss these and other key issues:
- ESOP basics and structure, as well as key issues for business succession and estate planning
- Mechanisms for utilizing ESOP transactions in estate planning
- Key considerations in using trusts, gifting, and other strategies for incorporating ESOP transactions in an estate plan
- Effectively minimizing income and transfer taxes
Lobb & Plewe
Mr. Lobb is the head of the Private Clients Group at Lobb & Plewe, which provides legal services for high-net-worth... | Read More
Mr. Lobb is the head of the Private Clients Group at Lobb & Plewe, which provides legal services for high-net-worth entrepreneurs, their businesses and their families. Mark serves on several non-profit boards of directors and is currently the President of a non-profit hospice. Mark has published many articles and provided many webinars and continuing education lectures on estate planning, asset protection, taxation and succession planning to professional and CEO groups.Close
Jason C. Ray
Morgan, Lewis & Bockius
Mr. Ray advises employers on the design, implementation, and regulatory compliance of tax-qualified and nonqualified... | Read More
Mr. Ray advises employers on the design, implementation, and regulatory compliance of tax-qualified and nonqualified retirement plans. In addition to counseling clients on all aspects of employee benefits, he appears before the IRS and the US Department of Labor to review penalty assessments, plan correction, and plan audit, among other benefits matters. Mr. Ray guides clients in employee stock ownership plan (ESOP) transactions, including seller-financed and leveraged and nonleveraged buyouts as part of ownership succession transactions.Close
Cannot Attend October 13?
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.