Financial Poise
Cross-Training for Business Lawyers - ESOPs

ESOPs 101 – 2020

Employee stock ownership plans (ESOPs) are plans regulated by the Employee Retirement Income Security Act (ERISA) and designed to allow employees to invest in the stock of their employer. The shareholder participants/employees as well as the sponsoring company generally receive tax benefits through the use of the plan. And while they are generally touted as designed to promote employees’ interest and efforts in maximizing the value of the company for the benefit of both employer and employees, ESOPs are often used as a method of corporate finance by the sponsoring company.

This webinar discusses the potential strategies involving, and benefits and consequences to, the sponsoring corporation and employees in implementation and use of an ESOP. It highlights these aspects of tax-qualified ESOPs used in the United States by comparisons to other forms of employee ownership in the U.S. and abroad.

View PowerPoint Slides • View All Webinars in Cross-Training for Business Lawyers 2020


Webinar Faculty

Moderator:

Christopher Cahill
Christopher Cahill

Mr. Cahill is partner at Sugar Felsenthal Grais & Helsinger LLP, in Chicago, Illinois. He guides secured lenders, creditors, debtors, creditors’ committees, potential purchasers and others through bankruptcy cases, out-of-court workouts,… Read More

Panelists:

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Alan Kandel

Alan Kandel, of Husch Blackwell, counsels clients, including publicly traded, privately held, tax-exempt and governmental organizations, with respect to qualified and nonqualified retirement plans, welfare and fringe benefit plans, and… Read More

Chris Mellen
Chris Mellen

Chris is a managing director with Valuation Research Corporation, leading its Boston office. Prior to joining VRC, he was the president and founder of Delphi Valuation Advisors, Inc., which he… Read More

Lee Eisenstaedt
Lee Eisenstaedt

Lee Eisenstaedt brings more than 35 years of diverse leadership, finance and operations experience to the clients of the Leading With Courage® Academy. The CFO of SC Johnson has described… Read More

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