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Andrew S. Ward presents on Using ESOPs to Facilitate Business Succession and Estate Planning

March 3, 2010

Webinar

Due to their flexible financing, robust capital gains tax advantages, and unique incentives for management and employees, Employee Stock Ownership Plans ("ESOPs") are traditionally utilized in business succession planning, according to presentation by Andrew S. Ward and a McDermott Will & Emery Professional.

Frequently overlooked, however, are the significant additional tax advantages available to owners when combining an ESOP with established estate planning techniques such as CRTs and FLPs.   

This webinar has been designed to enable professionals to determine whether an ESOP should be considered as a component of an existing or proposed business succession or estate plan. Since the webinar is being directed to professionals only, it will also address the ways in which various professionals work together both during and after an ESOP transaction.